Melio lets you assign different roles and permissions to your team members and use your Melio account more efficiently.
Here’s the breakdown of the available actions for every role:
|
Owner |
Admin |
Accountant |
Contributor |
|
|
Number of roles you can assign/account |
1 role |
Unlimited |
Unlimited |
Unlimited |
|
Level of access |
Full access |
Full access* |
Partial access |
Basic access |
|
Approve payments |
✓ |
✓ |
✗ |
✗ |
|
Schedule payments |
✓ |
✓ |
✓ |
✓ |
|
Require approval for payments over a set amount |
✗ |
✓ |
✓ |
✓ |
|
Add bills |
✓ |
✓ |
✓ |
✓ |
|
Sync to accounting software |
✓ |
✓ |
✓ |
✗ |
|
Add and delete team members (collaborators) |
✓ |
✓ |
✗ |
✗ |
|
Set up approval workflows |
✓ |
✓ |
✗ |
✗ |
|
Add or modify bills and payment details |
✓ |
✓ |
✓ |
✓ |
|
Apply for installments |
✓ |
Only if the admin is also one of the business owners |
✗ |
✗ |
|
Setting a default payment method |
✓ |
✓ |
✗ |
✗ |
|
Recovery flows |
✓ |
✓ |
✗ |
✗ |
|
General account management (passwords & email notifications) |
✓ |
✓ |
✗ |
✗ |
|
Additional permissions for accounting firms |
||||
|
Add clients to dashboard |
✓ |
✓ |
✓ |
✗ |
|
Assign clients to team members (Accounting Firms) |
✓ |
✓ |
✗ |
✗ |
|
Edit client bank details |
✓ |
✓ |
✓ |
✗ |
*An admin can't reassign the owner role.