How to register an account?
You need to open a Melio account before you start making and receiving payments through the company platform. The details you use to open the account should be accurate because the company will verify them before allowing you to own an account with them. Note that once you use your email to open an account, it will serve as the company email. To avoid technicalities in the future, ensure you use the company email to open the account.
Setting up an account with Melio is simple and takes a few minutes using these steps:
- On the Melio website
- Click on Sign up with email. If you have an intuit account, select Sign up with intuit or type your business email followed by your preferred password.
- A verification code will be sent to your email
- Enter the code for confirmation.
However, before you can use your account, you must provide legal information about the business to prove that you are the owner.
How to reset a password?
If you feel that your password is not secure enough or notice unauthorized access to your account, you can reset it to a more secure one using the following steps:
- Go to Melio payments site.
- Click on Login.
- Select Forgot password.
- Enter your business email address and tap on Reset. Melio will send a link to your email to reset your password.
- Select Set your new password and type a more secure password.
- Confirm your password, and it will be encrypted to the system.
How to delete an account?
If your business is no longer working with a particular vendor or contractor, you can remove their details from your account or update the details of all your vendors in case of a change of address or other information. Note that you can only edit the details if you are the account owner.
To edit, go to settings and select Manage users. Select the user to remove or update their details or adjust the payment details. To remove a user from the account, select Delete contact. The admins will approve your updates instantly.
