I assigned clients to a team member. What functionalities will be open for my team member on their dashboard?

Your team member will only see the “Clients” tab on their dashboard. They will have access to the accounts of the clients assigned to them. However, they will not have access to your accounting firm’s dashboard and settings unless you give them general access.

I want a team member to have access to all my bills, payments and settings. Do I have an easy way to do it?

Yes!

When inviting a new team member, simply check the box titled “This member can access all my firm’s bills, payments, and settings”.

For existing team members, go to the “Team” tab. Then click on the “...” next to the team member, click “edit firm access”, and check the box titled “This member can access all my firm’s bills, payments, and settings”.

How do I remove a team member’s general access to my firm’s bills, payments and settings?

Go to the “Team” tab. Then click on the “...” next to the team member, click “edit firm access”, and uncheck the box titled “This member can access all my firm’s bills, payments, and settings”.

If you have any questions, please contact us at support@melio.com.

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