If a team member no longer needs access to certain clients, Melio makes it easy to update those permissions. This guide explains how to remove clients from a team member.
To remove a team member from your accounting firm’s Melio account, check this article.
There are two ways to unassign your clients from your team member:
- Unassigning the clients via the Firm’s team dashboard.
- Removing a team member from the client's Melio account.
How to unassign the client from a team member via the Firm’s team dashboard
Follow these steps to unassign clients from your team member:
1 - Sign in to your firm’s Melio account.
2 - Select Team on the left sidebar.
3 - Find the team member from whom you want to unassign clients.
4 - Select a three-dot icon next to the chosen team member.
5 - Select Manage clients from the actions menu.
6 - A pop-up window listing your firm’s clients will appear. Uncheck the box for the clients you want to unassign.
That’s it. You successfully unassigned the clients from your team member.
Alternatively, you can remove a team member directly from your client’s Melio account. Learn more about how to do it in this article.