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, Boost, and Unlimited subscribers.
The Go plan allows access to the business owner only.
If you are on the Go plan and want 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 managing:
- Select a subscription plan
- Change the subscription plan
- Cancel the subscription
- Change the subscription payment method
- Switch the billing cycle
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:
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Number of roles you can assign/account | 1 role | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Level of access | Full access |
Partial access |
Partial access | Basic access | Partial access | Partial access |
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Bill management |
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| 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 | |
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| Payment method | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Add payment method | ||||||
| View and use payment method |
View only |
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| Set a default payment method | |
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| 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 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 | |
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| Delivery method actions | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Add vendor’s delivery method | ||||||
| View and use vendor’s delivery method | View only | View only | ||||
| Edit vendor’s delivery method | |
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| Request vendor’s delivery method | |
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| Payments management | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Schedule payment | ||||||
| View payment details | Approved by this user only | |||||
| Edit payment | Only if they created | Only if they created | ||||
| Cancel payment | Only if they created | Only if they created | ||||
| Mark payment as unpaid | Only if they created | 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 | ||||
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Accounting software sync |
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| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Sync to accounting software | |
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| Disconnect sync | ||||||
| Payment approval workflow | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Set approval workflow | ||||||
| View approval workflow details | ||||||
| Edit approval workflow | ||||||
| Delete approval workflow | ||||||
| Approve payments | ||||||
| Require approval for payments over, less, and equal to a set amount | ||||||
| Manage users | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| View users list | ||||||
| Add a user |
Only accountant and contributor |
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| Edit a user |
Except for owner |
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| Delete a user | ||||||
| Set required admin approval | ||||||
| Make owner user role | |
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| Manage company | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| General account management (passwords & email notifications) | ||||||
| Edit company info | |
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| Edit company legal info | |
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| Add/ edit/ remove logo | ||||||
| Get invoices directly to Pay Inbox (copy link) | ||||||
| Company's payment page (copy link) | |
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| Reports | ||||||
| Export payment history |
Only for payments that require user approval |
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Classify and export Tax report |
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| Notifications | ||||||
| Manage notifications | To turn off pending approval notifications only | |||||
| Installments | ||||||
| Apply for installments | Only if the admin is also one of the business owners | |||||
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Get Paid actions |
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| 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 permission unique to accounting firm accounts | ||||||
| Owner | Admin | Accountant | Contributor | Approver | Viewer | |
| Add clients to dashboard | |
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| Assign clients to team members (Accounting Firms) | ||||||
| Edit client bank details | |
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