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