Skip to main content
Melio Help Center home page
  • Still need help?
  1. Melio
  2. Accountants
  3. Managing your team

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
  • My team member added a new client. Will the client show up on my clients dashboard?
  • I invited a new member to my firm’s account but they are not visible in my “Team” Dashboard. Why?
  • Why can’t I see the “Team” tab on my dashboard?
Melio