Manage your team on your Melio account

  • Updated

Many people work in your business. And while every one of them contributes to your success, not everyone in your team should have the same permissions on your Melio account. 

Melio lets you assign different roles to your team members, and use your account more efficiently.


This article will cover:

What roles are available on Melio?


The person who created the account is the owner. The owner role has access to all the Melio functions: payment approval, adding/deleting team members, and assigning roles to members. Every Melio account can only have one owner.


The admin role is similar to the owner with the exception that the admin can’t modify an owner’s user role. There can be more than one admin of a Melio account.


We recommend assigning the accountant role to the business’s actual accountant. The accountant can edit bank details and connect to the QuickBooks account. But you can set a payment amount, above which they need the approval of the owner/admin. There can be more than one accountant per Melio account.


You can set a payment amount, above which they need the approval of the owner/admin. There isn’t a limit on the number of contributors to a Melio account.


Managing your team and assigning roles on Melio

  1. Sign in to your Melio account.
  2. Go to Settings on the left sidebar.
  3. Select Collaborators.


Add a new team member

  1. Click +Add in the collaborators section on the right-hand side of the screen. Add collaborator.jpg

  2. Fill in the details of the new team member.
  3. Assign them a role: Admin, Accountant, or Contributor. Send invite - admin.jpg
  4. For Accountant or Contributor, you can select admin approval for payments over a set amount. The default position is toggled off. Toggle on and set a payment amount. Send invite - contributor.jpg
  5. Click Send invite when you’re done.

Your new team member will be added to the collaborators list. 

An invitation email will be sent to them asking to accept your invitation. The new team member will remain grayed out until they accept.


Editing a team member’s role

  1. Click the three dots next to the name of the person you want to reassign a role. Edit contributor.jpg


2. Select Edit user role from the dropdown list.

Note: Want this collaborator to become the owner of the business?

The owner of a business can update a collaborator’s role to the owner. Just select Make owner from the drop-down menu. Accounts at Melio only have one owner so you’ll be asked to select a new role for yourself. Click Yes, make owner to confirm.

Change owner.jpg

3. Choose the role you want to assign to this person. Edit role of admin.jpg

4. Click Apply role to continue.

5. You can see the new role next to the team member’s name.


Delete a team member from your collaborators list

You can remove a name from the list, both before or after they have accepted your invitation.

  1. Click the three dots next to the person’s name. Remove user.jpg
  2. Select Remove user from the dropdown list.
  3. Click Remove user to continue. Confirm remove user.jpg

That’s it. You can reassign roles to your team members as your business grows and develops.

Was this article helpful?

0 out of 2 found this helpful

Have more questions? Submit a request