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Account management

All about managing your account and team on Melio.

  • Billing and plans

    • How to switch your subscription from monthly to annual
    • How to delete your subscription payment method
    • What happens when my subscription payment fails?
    • Understanding billing receipt
    • How do I subscribe to a plan?
    • What are the different subscription plans in Melio?
    See all 12 articles
  • Password and account settings

    • Keep your company’s account compliant
    • Change your email notification settings
    • How do I turn off email notifications?
    • How to reset your Melio account password
    • How to sign out of Melio
  • Managing your team

    • What happens when I add or remove a team member?
    • What happens to the approval workflows when I downgrade my subscription plan?
    • I’m subscribed to the Go plan, what happens to the account admins?
    • Create and manage approval workflows for your team
    • Melio Roles & Permissions
    • Manage your team on your Melio account
    See all 9 articles
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