Introducing the Team Dashboard To Better Manage Your Accounting Team

Key takeaways

• Assign each team member to the specific clients they work on, with a role set for every account.
• Control access to clients’ financial data by choosing from six roles, from Owner to Viewer.
• Onboard new team members fast by setting their client access and permissions during onboarding.
• Manage your whole team from one dashboard and update roles or assignments at any time.

The Team Dashboard is where accounting firms manage their team in Melio.

It lets you build teams, assign members to clients, and set roles and permissions from one place.

Build teams and assign team members to clients

Build a team and assign each member to the specific clients they work on. For every team member, you can:

• Assign specific client accounts with just a click
• Pick the role (Owner, Admin, Accountant, Contributor, Approver, or Viewer) you want your team member to have for each client account
• Set a payment approval threshold for each client account
• Allow or disable general access to the firm’s bills, payments, and settings

Streamline onboarding and team assignments

Onboarding new team members is now simple and straightforward. You can assign them to client accounts and set their permissions during the onboarding process.

They receive an invite mail from your firm with an access link. Then they set a password and can start working on the clients you assign them to right away. New team members hit the ground running.

View and edit your team’s access and permissions from the Team Dashboard

From the Team Dashboard you get a full overview of every team member and can change your team at any time.

You can:

• View each team member’s client accounts and the member’s role for each account
• Add and remove team members from client accounts
• Edit team members’ roles and permissions
• Add and remove team members from your firm

Manage your accounting team with Melio

The Team Dashboard gives your firm one place to build teams, assign clients, and set the right access for everyone.

When each team member has the access they need and nothing more, your firm runs smoothly. Your clients’ financial data stays protected.

Start building your team today. Sign up for Melio to get started.

Accounting team management FAQs