Set up your account

Account administrators can view orders, edit stores, and manage account configuration. If another person needs access to every store, go to the account dashboard, scroll to Configuration, open Account security, and select Invite administrator.

Use store-level access for someone who only manages one storefront. Open that store, go to Configuration → Security, and select Invite administrator.

Enter the person’s email address and send the invitation. If no one else needs access, you do not need to send an invitation.

1. Return to the account dashboard.
2. Scroll to Configuration.
3. Open Payments and disbursements.
4. Select Company address.
5. Enter the complete address and save.

This is the organization address attached to the account. Keep it current when the organization moves.

Do not add a payment method simply because the option is visible. Add one only when Print Your Cause or Fulfill Engine prompts you, or our team tells you it is required for your account.

1. From the account dashboard, open Configuration → Payments and disbursements.
2. Select Set up a payment method.
3. Enter the payment information in the secure form and save it.

If you are unsure whether this applies to your account, contact our team before entering payment information. A payment method is separate from the Melio information used to send profit to your organization.

Use an authorized finance contact for your organization’s payout setup. Follow the secure Melio invitation sent for the account, choose the available payment option, enter the requested details, and save them.

Profits are paid quarterly through Melio for disbursements greater than $50. An early disbursement can also be requested. If the Melio invitation is missing or the payout contact needs to change, contact our team.