How to reassign the owner role to your client’s account

  • Updated

Every Melio account must have an account owner. But it doesn't have to be you. If you’re an accountant working on behalf of a business owner, we recommend they are set as the owner of the Melio account.

Assigning each collaborator the right role ensures a better workflow and helps both you and the business owner use Melio efficiently.


What roles are available on Melio?

This breakdown of all the collaboration roles will give you and your clients the flexibility to choose how you’d like to structure the business.



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, including the owner role. Every Melio account can only have one owner. 


The admin role is similar to the owner and they can approve payments as well. The exception is that the admin can’t modify an owner’s user role. There can be more than one admin to 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. They can’t set up the sync to the QuickBooks account. There isn’t a limit on the number of contributors to a Melio account.


Here’s how to reassign the owner role to a collaborator:

  1. Sign in to your Melio account.
  2. Go to Companies on the left sidebar.
  3. Find and click on the client you want to manage. 

TIP: Make sure you’re in the right place.

When you click on your client, you’ll enter their Melio account and see their name on the left corner.

Choose company.jpg

4. Click Settings on the left sidebar.

5. Select Collaborators.

6. Click the three dots next to the name of the user you want to make owner of the account.

Select Admin.jpg


7. Select Make owner from the dropdown list.

Make owner.jpg


8. Choose Accountant as your new role.

Choose ypour new role accountant.jpg


9. Click Yes, make owner.


You're no longer the owner of this Melio account. The new owner can edit the business information, edit user permissions, add payment approval workflows and manage payment details.

Share this article with your clients, to help them manage their team on Melio and enjoy Melio’s capabilities to the fullest.


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