Can my client invite me as their "Accountant" to Melio?

  • Updated

 

To help your clients invite you to their Melio account as their accountant, share this video:

 

TIP! Read our 3 ways to keep your clients happy in the Melio blog.

 

Or ask them to follow these steps:

1) In Melio, click Settings>Manage users or click here: https://app.meliopayments.com/settings/users

 

2) On the Users screen, click the Invite User button

image__5_.png

3) On the Invite a user to join screen, choose the Accountant radio button

image__6_.png

4) Fill out the form, then click the SEND INVITE button

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request