You can choose the level of access your team has to the firm’s account, including schedule bill payments and make changes to certain settings. Melio lets you choose which team members have access to your firm's account, allowing you to use it more efficiently.
IMPORTANT NOTE: Access to the firm’s account and being an admin is not the same.
When a team member is added to the firm they are automatically assigned as an accountant with limited access to the firm’s account. You can make them an admin and expand their access. Learn more about the different roles and permission and how to assign roles to your team members.
Also, you can assign a team member to clients and mange their permissions.
This article will cover:
- How to give a team member access to your firm's account.
- What will the team member see when they sign in.
- How to remove the team member’s access to your firm’s account.
How to give a team member access to your firm’s account
You can give access to:
2. A new team member when adding them.
Giving an existing team member access to the firm’s account
1. Sign in to the firm’s Melio account.
2. Click Team on the left sidebar.
3. Find the relevant team member in Firm’s team.
4. Click the three dots next to their name.
5. Select Edit firm access from the dropdown list.
6. Check the box if you want to let your team member have access to the firm’s account.
7. Click Save changes to finish.
8. The team member now has access to your firm’s account. You can see that in Firm’s team where their name appears next to “this firm”.
NOTE: Level of access.
The team member’s level of access depends on their role in the account.
That’s it.
Giving a new team member access when adding them to the firm’s account
1. Follow these steps to add a new team member to your firm’s account.
2. When you’re filling in their details, check the box to give the team member access to your firm's account if you want to.
NOTE: Level of access.
The team member’s level of access depends on their role in the account.
3. Click Continue to assign clients to assign clients now. Or click Invite only to assign them later.
That’s it.
What will the team member see when they sign in to the firm’s account?
That depends on your settings.
A team member with access to the firm’s account and assigned to clients:
They will see the clients they are assigned to and all the options in the left sidebar menu.
A team member without access to the firm’s account and assigned to clients:
They will see the clients they are assigned to but not any option in the left sidebar menu except Clients.
A team member without access to the firm’s account and not assigned to clients:
They won’t see any clients or any option in the left sidebar menu.
Removing the team member’s access to the firm’s account
Removing is done simply by unchecking the box.
1. Sign in to the firm’s Melio account.
2. Click Team in the left sidebar.
3. Find the relevant team member in Firm’s team.
4. Click the three dots next to their name.
5. Select Edit firm access from the dropdown list.
6. Uncheck the box if you want to remove the team member from having full access to the firm’s account. Click Save changes.
After these steps are completed, the team member's access to the firm’s account will be removed.
You can confirm this by checking the Firm's team list, where next to the team member's name appear only the clients they are assigned to.
If you have any questions, please contact us here.