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 | Partial access | Partial access | Basic access |
| Bill | ||||
| Owner | Admin | Accountant | Contributor | |
| Add bill | ✓ | ✓ | ✓ | ✓ |
| View bill details | ✓ | ✓ | ✓ | ✓ |
| Edit bill | ✓ | ✓ | Only if they created | Only if they created |
| Mark bill as paid | ✓ | ✓ | Only if they created | Only if they created |
| Upload bill attachment | ✓ | ✓ | Only if they created | Only if they created |
| Payment method | ||||
| Owner | Admin | Accountant | Contributor | |
| Add payment method | ✓ | ✓ | ✓ | ✓ |
| View and use payment method | ✓ | ✓ | ✓ | ✓ |
| Set a default payment method | ✓ | ✓ | ✗ | ✗ |
| Add/ edit payment method label | ✓ | ✓ | Only if they created | Only if they created |
| Vendor management | ||||
| Owner | Admin | Accountant | Contributor | |
| Add vendor | ✓ | ✓ | ✓ | ✓ |
| View and pay vendor | ✓ | ✓ | ✓ | ✓ |
| Edit vendor | ✓ | ✓ | Only if they created | Only if they created |
| Delete vendor | ✓ | ✓ | Only if they created | Only if they created |
| Import vendors | ✓ | ✓ | ✓ | ✓ |
| Delivery method | ||||
| Owner | Admin | Accountant | Contributor | |
| Add vendor’s delivery method | ✓ | ✓ | ✓ | ✓ |
| View and use vendor’s delivery method | ✓ | ✓ | ✓ | ✓ |
| Edit vendor’s delivery method | ✓ | ✓ | ✓ | ✓ |
| Request vendor’s delivery method | ✓ | ✓ | ✓ | ✓ |
| Payments | ||||
| Owner | Admin | Accountant | Contributor | |
| Schedule payment | ✓ | ✓ | ✓ | ✓ |
| View payment details | ✓ | ✓ | ✓ | ✓ |
| Edit payment | ✓ | ✓ | Only if they created | Only if they created |
| Cancel payment | ✓ | ✓ | Only if they created | Only if they created |
| Mark payment as unpaid | ✓ | ✓ | Only if they created | Only if they created |
| Recovery for failed payment | ✓ | ✓ | Only if they created | Only if they created |
| Initiate refund | ✓ | ✓ | Only if they created | Only if they created |
| Void check | ✓ | ✓ | Only if they created | Only if they created |
| Accounting software sync | ||||
| Owner | Admin | Accountant | Contributor | |
| Sync to accounting software | ✓ | ✓ | ✓ | ✗ |
| Disconnect sync | ✓ | ✓ | ✗ | ✗ |
| Payment approval workflow | ||||
| Owner | Admin | Accountant | Contributor | |
| Set approval workflow | ✓ | ✓ | ✓ | ✗ |
| View approval workflow details | ✓ | ✓ | ✓ | ✗ |
| Edit approval workflow | ✓ | ✓ | ✗ | ✗ |
| Delete approval workflow | ✓ | ✓ | ✗ | ✗ |
| Approve payments | ✓ | ✓ | ✗ | ✗ |
| Require approval for payments over, less and equal to a set amount | ✗ | ✗ | ✓ | ✓ |
| Manage users | ||||
| Owner | Admin | Accountant | Contributor | |
| View users list | ✓ | ✓ | ✓ | ✗ |
| Add a user | ✓ | ✓ | Only accountant and contributor | ✗ |
| edit a user | ✓ | Except owner | ✗ | ✗ |
| Delete a user | ✓ | ✓ | ✗ | ✗ |
| Set required admin approval | ✓ | ✓ | ✓ | ✗ |
| Make owner user role | ✓ | ✗ | ✗ | ✗ |
| Manage company | ||||
| Owner | Admin | Accountant | Contributor | |
| General account management (passwords & email notifications) | ✓ | ✓ | ✓ | ✓ |
| Edit company info | ✓ | ✓ | ✓ | ✓ |
| Edit company legal info | ✓ | ✓ | ✓ | ✓ |
| Add/ edit/ remove logo | ✓ | ✓ | ✓ | ✓ |
| Get invoices directly to Pay Inbox (copy link) | ✓ | ✓ | ✓ | ✓ |
| Company's payment page (copy link) | ✓ | ✓ | ✓ | ✓ |
| Reports | ||||
| Export payment history | ✓ | ✓ | ✗ | ✗ |
| Classify and export Tax report | ✓ | ✓ | ✓ | ✓ |
| 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 | Accountant | Contributor | |
| Add clients to dashboard | ✓ | ✓ | ✓ | ✗ |
| Assign clients to team members (Accounting Firms) | ✓ | ✓ | ✗ | ✗ |
| Edit client bank details | ✓ | ✓ | ✓ | ✗ |