How do I change the account owner?

Every Melio account needs to have one account owner. If you’re currently listed as the account owner and would like to assign this role to someone else, we’ll show you how to do it. 

• What roles are available on Melio? 
• How to change the account owner.

Assigning each collaborator the right role ensures a better workflow and helps both you and the business owner use Melio efficiently.

What roles are available on Melio?

Owner

The person who created the account is the owner. The owner role has access to all the Melio functions: payment approval, adding/deleting team members, and assigning roles to members, including the owner role. Every Melio account can only have one owner. 

Admin

The admin role is similar to the owner and they can approve payments as well. The exception is that the admin can’t modify an owner’s user role. There can be more than one admin to a Melio account.

Accountant

We recommend assigning the accountant role to the business’s actual accountant. The accountant can edit bank details and connect to the QuickBooks account. But you can set a payment amount, above which they need the approval of the owner/admin. There can be more than one accountant per Melio account.

Contributor

You can set a payment amount, above which they need the approval of the owner/admin. They can’t set up the sync to the QuickBooks account. There isn’t a limit on the number of contributors to a Melio account.

 How to change the account owner

1. Sign in to your Melio account.
2. Click Settings on the left sidebar.
3. Select Collaborators.
4. Click the three dots next to the name of the user you want to make owner of the account.

NOTE: Adding new collaborators

If the user you want to make the new owner isn’t already in your list of collaborators, invite them by clicking +Add. They’ll need to accept the invite before you make them an owner.

5. Select Make owner from the dropdown list.

6. Choose Admin, Accountant or Contributor as your new role. 

7. Click Yes, make owner.

You're no longer the owner of this Melio account. The new owner can edit the business information, edit user permissions, add payment approval workflows and manage payment details.