Melio Roles & Permissions

  • Updated

Melio lets you assign different roles and permissions to your team members and use your Melio account more efficiently.

 This article is relevant for: Core subscribers and above.

Are you subscribed to the Go plan? 

The Go plan allows access to the business owner only. 

To add other team members to your account, start by upgrading your plan.

ℹ️ Subscription permissions: Only the Owner and Admin can manage the subscription. This includes:

  • Select a subscription plan
  • Change the subscription plan
  • Cancel the subscription
  • View or change the subscription payment method
  • Switch the billing cycle
  • View the billing history

Only the Owner can reactivate the subscription plan after the billing cycle has passed.

 

Here’s the breakdown of the available actions for every role:

General access

  Owner Admin Accountant Contributor Approver Viewer
Number of roles you can assign per account 1 role Unlimited Unlimited Unlimited Unlimited Unlimited
Level of access Full access Partial access Partial access Basic access Partial access Partial access

Bill management

  Owner Admin Accountant Contributor Approver Viewer
Add bill ✓ ✓ ✓ ✓ ✘ ✘
View bill details ✓ ✓ ✓ ✓ ✓ ✓
Edit bill ✓ ✓ Only if they created Only if they created ✘ ✘
Mark bill as paid ✓ ✓ Only if they created Only if they created ✘ ✘
Upload bill attachment ✓ ✓ ✓ ✓ ✘ ✘

Payment method actions

  Owner Admin Accountant Contributor Approver Viewer
Add payment method ✓ ✓ ✓ ✓ ✘ ✘
View and use a payment method ✓ ✓ ✓ ✓ ✓ View only
Set a default payment method ✓ ✓ ✘ ✘ ✘ ✘
Add/edit payment method label ✓ ✓ Only if they created Only if they created ✘ ✘

Vendor management

  Owner Admin Accountant Contributor Approver Viewer
Add vendor ✓ ✓ ✓ ✓ ✘ ✘
View and pay a vendor ✓ ✓ ✓ ✓ View only View only
Edit vendor ✓ ✓ Only if they created Only if they created ✘ ✘
Delete vendor ✓ ✓ Only if they created Only if they created ✘ ✘
Import vendors ✓ ✓ ✓ ✓ ✘ ✘

Delivery method actions

  Owner Admin Accountant Contributor Approver Viewer
Add the vendor's delivery method ✓ ✓ ✓ ✓ ✘ ✘
View and use the vendor's delivery method ✓ ✓ ✓ ✓ View only View only
Edit the vendor's delivery method ✓ ✓ ✓ ✓ ✘ ✘
Request the vendor's delivery method ✓ ✓ ✓ ✓ ✘ ✘

Payments management

  Owner Admin Accountant Contributor Approver Viewer
Schedule payment ✓ ✓ ✓ ✓ ✘ ✘
View payment details ✓ ✓ ✓ ✓ Approved by this user only ✓
Edit payment ✓ ✓ ✓ Only if they created ✘ ✘
Cancel payment ✓ ✓ ✓ Only if they created ✘ ✘
Mark payment as unpaid ✓ ✓ ✓ Only if they created ✘ ✘
Recovery for failed payment ✓ ✓ Only if they created Only if they created ✘ ✘
Initiate refund ✓ ✓ Only if they created Only if they created ✘ ✘
Void check ✓ ✓ Only if they created Only if they created ✘ ✘

Accounting software sync

  Owner Admin Accountant Contributor Approver Viewer
Sync to accounting software ✓ ✓ ✓ ✘ ✘ ✘
Disconnect sync ✓ ✓ ✘ ✘ ✘ ✘

Payment approval workflow

  Owner Admin Accountant Contributor Approver Viewer
Set payment approval workflow ✓ ✓ ✓ ✘ ✘ ✘
View payment approval workflow details ✓ ✓ ✓ ✘ ✓ ✘
Edit payment approval workflow ✓ ✓ Only if they created ✘ ✘ ✘
Delete payment approval workflow ✓ ✓ Only if they created ✘ ✘ ✘
Approve payments ✓ ✓ ✓ ✘ ✓ ✘
Require approval for payments over, less, and equal to a set amount ✓ ✓ ✓ ✓ ✘ ✘

Bill approval workflow

  Owner Admin Accountant Contributor Approver Viewer
Set bill approval workflow ✓ ✓ ✓ ✘ ✘ ✘
View bill approval workflow details ✓ ✓ ✓ ✘ ✘ ✘
Edit bill approval workflow ✓ ✓ Only if they created ✘ ✘ ✘
Delete bill approval workflow ✓ ✓ Only if they created ✘ ✘ ✘
Submit bill for approval ✓ ✓ ✓ ✓ ✘ ✘
Approve bills ✓ ✓ ✓ ✘ ✓ ✘
View Approvals tab (bills) ✓ ✓ ✓ ✘ ✓ ✘
Resubmit declined bill ✓ ✓ ✓ ✓ ✘ ✘

Expense Management

  Owner Admin Accountant Contributor Approver Viewer Cardholder
Add and manage cards ✓ ✓ ✓ ✘ ✘ ✘ ✘
Upload and resubmit receipts ✓ ✓ ✘ ✘ ✘ ✘

✓

(Upload only)
Waive receipt requirement ✓ ✓ ✓ ✘ ✘ ✘ ✘
Code and categorize transactions ✓ ✓ ✘ ✘ ✘ ✘ ✘
Download expense as a CSV ✓ ✓ ✓ ✘ ✘ ✘ ✘
Sync expense to accounting software ✓ ✓ ✓ ✘ ✘ ✘ ✘
Add cardholders ✓ ✓ ✓ ✘ ✘ ✘ ✘
Edit cardholder details ✓ ✓ ✓ ✘ ✘ ✘ ✘

The cardholder role only exists within the Expense management tab. A cardholder cannot access other tabs of the Melio platform unless they are added to your team as a different role.

Manage users

  Owner Admin Accountant Contributor Approver Viewer
View the users' list ✓ ✓ ✓ ✘ ✘ ✘
Add a user ✓ ✓

✓  

Only accountant and contributor

 ✘ ✘ ✘
Edit a user ✓

✓ 

Except for owner

 ✘ ✘ ✘ ✘
Delete a user ✓ ✓ ✘ ✘ ✘ ✘
Set required admin approval ✓ ✓ ✓ ✘ ✘ ✘
Make the owner user role ✓ ✘ ✘ ✘ ✘ ✘

Manage company

  Owner Admin Accountant Contributor Approver Viewer
General account management (passwords & email notifications) ✓ ✓ ✓ ✓ ✓ ✓
Edit company info ✓ ✓ ✓ ✓ ✘ ✘
Edit company legal info ✓ ✓ ✓ ✓ ✘ ✘
Add/edit/remove logo ✓ ✓ ✓ ✓ ✘ ✘
Get invoices directly to Pay Inbox (copy link) ✓ ✓ ✓ ✓ ✘ ✘
Company's payment page (copy link) ✓ ✓ ✓ ✓ ✘ ✘

Reports

  Owner Admin Accountant Contributor Approver Viewer
Export payment history ✓ ✓ ✓ ✘ ✓ ✓
Classify and export Tax report ✓ ✓ ✓ ✓ ✓ ✘
Audit trail reports ✓ ✓ ✘ ✘ ✘ ✘

Notifications

  Owner Admin Accountant Contributor Approver Viewer
Manage notifications ✓ ✓ ✓ ✓ To turn off pending approval notifications only ✓

Installments

  Owner Admin Accountant Contributor Approver Viewer
Apply for installments ✓ Only if the admin is also one of the business owners ✘ ✘ ✘ ✘

Get Paid actions

  Owner Admin Accountant Contributor Approver Viewer
View and use the receiving method ✓ ✓ ✘ ✘ ✘ ✘
Create and send new invoices ✓ ✓ ✓ ✓ ✘ ✘
Monitor payments and overdue invoices ✓ ✓ ✓ ✓ ✓ ✓
Set automatic reminders ✓ ✓ ✓ ✓ ✘ ✘
Send manual reminders ✓ ✓ ✓ ✓ ✘ ✘
Edit notes and custom payment options ✓ ✓ ✓ ✓ ✘ ✘

Additional permissions unique to accounting firm accounts

  Owner Admin Accountant Contributor Approver Viewer
Add clients to dashboard ✓ ✓ ✓ ✘ ✘ ✘
Assign clients to team members (Accounting Firms) ✓ ✓ ✘ ✘ ✘ ✘
Edit client bank details ✓ ✓ ✓ ✘ ✘ ✘

 

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