How do I invite users to my account?

  • Updated
Adding and managing user roles and permissions in Melio

 

User roles enable an account’s owner to delegate work and assign access and responsibility to other team members. For a detailed dive into the different roles and their capabilities you can review this article.

Inviting users to your Melio account

In Melio’s left-hand toolbar, select Settings and then Manage users.

Here you can select Invite user to invite new users to your Melio account. Then choose an existing user to edit or remove their role.

(Not sure which user role to use? This overview explains it all.)

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Note: If you aren't the account owner or admin, you won't be able to assign roles and manage users. Contact your account Owner or Admin to change your permissions.

Once invited, the user will receive an invitation to join your Melio account. 

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Once they accept your invitation, they'll be added to your team. 

As always, if you have any questions, we’re available here.

 

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