With Melio’s user roles you can invite anyone from your organization to join your account, while still keeping control over each one's permissions.
This article briefly explains the different user types and their permissions. If you want to invite users, see how to manage your team.
The account’s Owner can invite Contributors or Accountants who can add and schedule payments that require approval. They can also invite Admins to manage the entire account and approve payments scheduled by Contributors and Accountants.
Melio offers four different user roles:
- Owner
- Admin
- Accountant
- Contributor
Owner
This role is automatically set to the creator of the Melio account. There can only be one owner role. If you’re set as the Owner, and would like to make someone else the Owner - you’ll have to define a new role for yourself: either Admin, Accountant or Contributor.
Admin
The Admin role is similar to the Owner role, with one main differences: an Admin can’t modify an Owner’s user role.
Accountant
An Accountant can schedule payments, add Accountants and Contributors and connect to the company's accounting software account. However, an Accountant can also have payment limits that require Admin approval. In addition, an Accountant doesn’t have the permission to approve payments of Contributors and other Accountants.
Contributor
A Contributor can schedule payments and add vendors. They can be set to require payment approval from an Admin, Owner or Accountant - above a certain amount.