Melio Roles & Permissions

Melio lets you assign different roles and permissions to your team members and use your Melio account more efficiently.

This article is relevant for: Core subscribers and Boost subscribers.

Note: Are you subscribed to the Go plan?

The Go plan allows access to the business owner only. 

To add other team members to your account, start by upgrading your plan.

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	✓	✓	✓	✓
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 for 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	✓	✓	✓	✗