Make the actual business owner also the owner of their Melio account.
Every Melio account must have an 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 parties, you and the business owner, use Melio more efficiently and successfully.
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 functions. Including: approve payments, add/delete team members and assign roles to members. There is only one owner to a Melio account. Assign it to the actual owner of the business.
The admin role is similar to the owner. They can approve payments as well. But they can’t connect to the QuickBooks account and reassign the owner role. There can be more than one admin to a Melio account.
The accountant can edit bank details and connect to the QuickBooks account. But they need the approval of the owner/admin for payments over a certain amount. There can be more than one accountant to a Melio account. We recommend assigning the accountant role to the business’s actual accountant.
The contributor can only make payments up to a certain amount. They need the approval of the owner or the admin for other payments. There isn’t a limit on the number of contributors to a Melio account.
Managing collaborators on Melio
Here’s how to do it:
Log in to Melio.
Go to the Clients dashboard.
3. Find the client you want to manage.
NOTE: When you click on your client, you’ll enter their Melio account and will see their name on the upper left side.
4. Click Settings on the left sidebar.
5. Click Manage collaborators.
6. Click the three dots next to the name of the user you want to make owner of the account.
7. Select Make owner from the dropdown list.
8. Select Accountant as your new role.
9. Click Yes, make owner to continue.
10. Congratulations! You are no longer the owner of this Melio account. You’ll see a note at the top of the window.
The new owner can edit the business information, edit user permissions and manage payment details.
Here’s an article to guide your clients how to manage their team on Melio. Share it with your clients so they can enjoy Melio’s capabilities to the fullest.