Managing your team
- Removing a team member from your client’s account
- Add a new team member to an accounting firm
- Assigning an accounting firm’s team member to a client
- How to reassign the owner role to your client’s account
- How to edit team members’ client assignments, permissions and roles
- Removing a team member from a firm’s account
- Managing team members’ access to your firm’s bills, payments, and settings
- How to add a collaborator from outside your firm to a client's account
- How new clients appear in my firm's Melio account
- Why can’t I see the new team member I added to my firm’s account?
- Why can’t I see the “Team” tab on my dashboard?