Running more than one business? Melio lets you manage all of them from a single account, so you can switch between businesses in just a click.
This article covers:
- How to switch between companies
- How to add a new company
- How to add a company with an existing Melio account
How to switch between companies
If you manage more than one business, you can access all of them from a single Melio account.
Select your company name in the top-left corner to see a dropdown list of all your companies. From there, you can switch between them or add a new one.
How to add a new company
Follow these steps if you want to add a business that does not yet have a Melio account:
1- In your Melio account, select your company name in the top-left corner.
2- Select + Add company.
3- On the Add company details page, enter the Company name, Business phone number, and Company address.
4- If you are the owner, leave the I'm the owner, use my details checked and select Save and continue.
If you are not the owner:
- Uncheck I'm the owner, use my details.
- Check I’m not the owner.
- Enter the Owner's first name, last name, email address, and primary phone number.
- Select Save and continue.
Melio will email an invite to the business owner you entered, granting them the Owner role, while you're automatically set as an Admin. Learn more about roles and permissions in Melio here.
That's it! You'll see a confirmation that the company was added, and can select Open company to go straight to its account.
How to add a company with an existing Melio account
If a company already has a Melio account under a different email address, whether it's yours or someone else's, you can link it to appear alongside your other companies.
1- In your primary Melio account, select your company name in the top-left corner.
2- Select + Add company.
3- On the Add company details page, enter the Company name, Business phone number, and Company address.
4- Uncheck I'm the owner, use my details.
This step is required to link an existing account. If you leave it checked, Melio will create a brand new, unlinked account instead.
5- Check I’m not the owner.
6- Enter the Owner's first name, last name, email address, and primary phone number.
❗ Important: You must use the exact email address associated with the existing Melio account you are adding.
7- Select Save and continue.
8- A popup message will notify you that the email is already in use for an existing Melio account. Select Request to join.
9- An email request will be sent to the listed address.
💡 Tip: You can achieve the same result another way. Log into the existing Melio account you want to link and add your primary email address as an Admin. Learn more about adding new users and assigning roles in this guide.
That's it! Once the invitation is accepted, the company will appear in your company list, ready to switch into whenever you need it.