With Melio’s user roles you can invite anybody from your organization to join your account into a limited role.
For a detailed explanation of inviting users see how do I invite users to my account?
As your account's Owner, you can invite Contributors 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. The Owner role can’t be assigned or changed and has full permissions, so they can modify anything.
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.
As always, if you have any questions, we’re available at email@example.com.