Managing your team
- Removing a staff member from your client’s account
- How to add a staff member to your accounting firm in Melio
- Assigning an accounting firm’s staff member to a client
- How to reassign the owner role to your client’s account
- Removing a staff member from a firm’s account
- Managing staff members’ access to your firm’s bills, payments, and settings
- Using staff management in Melio for accounting firms
- Why can’t I see the “Staff” tab on my dashboard?