Roles that mirror your workflow
Assign each team member the exact permissions they need for specific clients—nothing more, nothing less. Team members only see designated accounts, while managers maintain full oversight and strong internal controls.
Simplify your workflows with the team management tool.
Optimize your firm’s workflows with the team management tool. Assign accounts, set approval limits, and boost visibility to stay in control of your team’s responsibilities.
Empower your team with AI assistance
Agent Mel spots cash flow issues and vendor risks before they become problems. Shift from reactive crisis management to proactive advisory services, in less time.
Improve visibility
Manage all staff members’ access and permissions from one place with a full audit trail available to keep up with what’s happening in client accounts.
Flexible approval workflows
Each client and staff member can get their unique approval terms that are tailor-made for them. Add multi-layer approvals so that everyone approves in the right order.
FAQ
Melio provides six different user roles to fit your business structure: Owner, Admin, Accountant, Contributor, Approver, and Viewer. Each role comes with specific permissions tailored to different responsibilities and access needs. Learn more ›
The Viewer role is great for users who need transparency without operational access. Users with Viewer access can see all payments, track statuses, and view basic reports throughout your Melio account, but they cannot create, edit, or approve anything. Viewers can also export payment activity for reporting purposes.
Adding team members is simple: go to Settings > Users and roles, click “Add user,” fill in their details, and select their role. They’ll receive an email invitation to join your account with the permissions you’ve assigned. Learn more about team management in Melio Academy, or read a step-by-step guide.
First, Agent Mel can help onboard your team by answering their questions about our product. Then, your team can ask Agent Mel routine client AP questions and get fast answers. Instead of manually searching through client accounts, they’ll have more time to spend on strategic work.
For example, “Have we paid any vendors before the payment due date? If so, how many?” or “How many outstanding bills does my client have and how much is the total outstanding balance?”
Team management is available on Core, Boost, and Unlimited plans. Our Go plan is designed for single users only. On Core and Boost plans, each additional user costs $10/month, while Unlimited subscribers can add as many team members as needed at no extra charge.
