At times, team members may leave your accounting firm, and it's important to keep your account updated. Melio makes it easy for you to adjust your account by removing a team member from your firm or your client's accounts.
There are two ways to remove a team member from a client’s account:
IMPORTANT NOTE: Who can remove a team member from a client’s account?
Only the owner and admins of the accounting firm AND the client can remove team members from the client’s account.
Removing a team member through Team
1. Sign in to your firm’s Melio account.
2. Click Team in the left sidebar.
3. Find on the list the team member you want to remove from a client’s account.
4. Click the three dots next to their name.
5. Select Manage clients from the dropdown list.
6. Uncheck the box next to the relevant client’s name.
7. Click Save and close.
8. The team member was successfully removed from the client’s account.
Removing a team member through the client’s account
1. Sign in to your firm’s Melio account.
2. Click Clients in the left sidebar.
3. In the Firm’s clients, find the client you want to remove the team member from.
4. Click it to enter their account.
NOTE: How to know which account you’re in?
When you enter your client’s Melio account, you’ll see their name on the upper left side.
5. Click Settings in the left sidebar.
6. Click Manage collaborators.
7. On the right, in the list of collaborators, find the name of the team member you want to remove.
8. Click the three dots next to the team member's name.
9. Select Remove from client from the dropdown list.
10. In the pop-up message, click Yes, delete this user.
11. The team member was now successfully removed from the client’s collaborators list.
If you have any questions, please contact us here.