Team Management

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10 articles in this collection
Written by Melio Accountants Admin

What’s “Team Management” and why do I need it?

Team management is a feature designed for accounting firms to help manage their team members from an intuitive dashboard.
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Written by Melio Accountants Admin
Updated over a week ago

How do I add a new team member to my firm?

Invite new team members to your firm in a few simple steps
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Written by Melio Accountants Admin
Updated over a week ago

How do I assign a team member to a client?

Assigning team members to clients
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Written by Melio Accountants Admin
Updated over a week ago

How to edit team members’ client assignments, permissions and roles

Easily change your team members’ client assignments, permissions and roles
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Written by Melio Accountants Admin
Updated over a week ago

How to remove a team member?

Removing a team member from your firm's account or from your client's account
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Written by Melio Accountants Admin
Updated over a week ago

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

Easily control which team members will have access to your accounting firm's dashboard
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Written by Melio Accountants Admin
Updated over a week ago

How do I add a non-team-member collaborator to a client’s account?

Adding a non-team-member collaborator to a client’s account
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Written by Melio Accountants Admin
Updated over a week ago

My team member added a new client. Will the client show up on my clients dashboard?

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Written by Melio Accountants Admin
Updated over a week ago

I invited a new member to my firm’s account but they are not visible in my “Team” Dashboard. Why?

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Written by Melio Accountants Admin
Updated over a week ago

Why can’t I see the “Team” tab on my dashboard?

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Written by Melio Accountants Admin
Updated over a week ago