With Melio’s user roles you can invite anybody from your organization to join your account, while still keeping control over each one's permissions..
This article explains the different user types and their permissions, for a step by step explanation of how to invite users see how do I invite users to my account?
As your account's Owner, you can invite Contributors or Accountants who can then add and schedule payments that require approval. You can also invite Admins to manage the entire account and approve payments scheduled by contributors.
Melio offers three different user roles:
This role is automatically set to be the creator of the Melio account. There can only be one owner to an account. If you are set as the owner, and would like to make someone else the owner - you’ll have to define a new role for yourself: either admin or accountant (see how to set a new owner for your account here)
The Admin role is similar to the Owner role, with two differences:
- An Admin can’t connect a QuickBooks account
- An Admin can’t modify an Owner’s user role.
The Contributor can be set to require approval from an Admin or Owner to complete payments above the amount set by the Admin or Owner.
An accountant is similar to an admin role, they can add users and connect to your company's QuickBooks account. However, an accountant also can be required to have an amount which if he exceeds in a payment requires an admin approval. In addition, an accountant does not have the permissions like an admin to approve payments of contributors or other accountants.
As always, if you have any questions, we’re available at firstname.lastname@example.org.