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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.

With Melio’s team management dashboard, accounting firms can control how teams work.

Grant your team the right access to clients.

Customize the number of clients each team member manages. Pick their roles, each with a different permission level, protecting your clients’ information.

 

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Invite team members to your account.

Improve visibility.

Manage all staff members’ access from one place without having to move between clients’ accounts to assign access and permissions.

 

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Manage your firm’s team with the team management tool.

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.

 

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Set up approval workflows for your firm’s clients.