Delegate with confidence using Melio’s expanded user roles

How to access and understand the new roles

• Navigate to role settings: Sign into your Melio account and go to Settings to view and manage user permissions
• Compare available roles: Click “View and compare roles” to see a comprehensive overview of all permission levels and their capabilities
• Understand the new options: Learn how the new Approver role enables payment verification while the Viewer role allows for visibility without editing abilities

How to assign the right roles to team members

• Add new users strategically: Click “Add user” and enter their name and email before selecting their appropriate permission level
• Choose between six distinct roles: Select from Account Owner, Admin, Accountant, Contributor, Approver, or Viewer based on your team members’ responsibilities
• Match roles to responsibilities: Assign Approver status to those who should verify payments or Viewer status to those who only need to monitor activity

How to implement your new team structure

• Send invitations efficiently: Click “Invite user” once you’ve assigned the appropriate role to instantly initiate the onboarding process
• Track invitation status: Receive confirmation when team members accept their invitations and gain access to their designated permissions
• Maintain payment security: Enjoy enhanced control over your payment processes while still empowering your team to work efficiently