Melio Roles & Permissions

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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 Contributor Accountant
Number of roles you can assign/account 1 role Unlimited Unlimited Unlimited
Level of access Full access Partial access Basic access Partial access
Bill
  Owner Admin Contributor Accountant
Add bill
View bill details
Edit bill Only if they created
Mark bill as paid Only if they created
Upload bill attachment Only if they created
Payment method
  Owner Admin Contributor Accountant
Add payment method
View and use payment method
Edit payment method Only if they added Only if they added
Set and change a default payment method
Add/ edit payment method label Only if they created Only if they created
Vendor management
  Owner Admin Contributor Accountant
Add vendor
View and pay vendor
Edit vendor
Delete vendor Only if they created Only if they created
Import vendors
Delivery method
  Owner Admin Contributor Accountant
Add vendor’s delivery method
View and use vendor’s delivery method
Edit vendor’s delivery method Only if they added Only if they added
Delete vendor’s delivery method Only if they added Only if they added
Request vendor’s delivery method
Payments
  Owner Admin Contributor Accountant
Schedule payment
View payment details 
Edit payment Only if they created
Cancel payment Only if they created
Mark payment as unpaid Only if they created
Recovery for failed payment Only if they created
Initiate refund Only if they created
Void check Only if they created
Accounting software sync
  Owner Admin Contributor Accountant
Sync to accounting software
Disconnect sync
Payment approval workflow
  Owner Admin Contributor Accountant
Set approval workflow
View approval workflow details
Edit approval workflow Only if they created
Delete approval workflow Only if they created
Approve payments
Require approval for payments over a set amount
Manage users
  Owner Admin Contributor Accountant
Add owner user role
Edit owner user role
Remove owner user role
Add Standard user role
Edit Standard user role
Remove Standard user role
Add Accountant admin user role
Edit Accountant admin user role
Remove Accountant admin user role
Manage company
  Owner Admin Contributor Accountant
Edit company info
Edit company legal info
Add/ edit/ remove logo
Reports
Export payment history
Notifications
Manage notifications
Installments
Apply for installments Only if the admin is also one of the business owners
Additional permission unique to accounting firm accounts
  Owner Admin Contributor Accountant
Add clients to dashboard
Assign clients to team members (Accounting Firms)
Edit client bank details

 

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