> ## Documentation Index
> Fetch the complete documentation index at: https://docs.melso.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Melso MCP: https://mcp.melso.ai/mcp (OAuth; one company per connection). Documentation-search MCP: https://docs.melso.ai/mcp; it does not act on customer accounts.
>
> Use the live tool list and respect company membership. Ask the person to approve the exact invoice or tax return version in the signed-in app. Melso's professionals prepare and file included returns after approval; an AI assistant does not file. A prepared file or an approval is not evidence of filing: only the AEAT's reference and receipt are. Keep credentials out of chat and logs.

# Team and access

> The owner, admin and member roles: who sees the fiscal profile, who issues invoices, who authorizes tax returns and who manages the plan.

Every person in a Melso company has one role: **owner**, **admin** or
**member**. The role decides what they can see and what they can approve.

## Autónomo: you are the only person

An autónomo's company has only its owner. It cannot add people, whatever its
plan allows, and its settings have no **Miembros** (Members) tab. You hold every
permission on this page.

## Empresa: owner, admins and members

A company can have several people, within what its plan allows. The owner or an
admin invites them from **Configuración**, in the **Miembros** tab, with
**Invitar miembro** (Invite member). The invited person receives an email or a
WhatsApp link to join.

Nobody can be invited as an owner. Only an owner can give the owner role to
someone else, and a company always keeps at least one owner.

## Who can do what

| Action | Owner | Admin | Member |
| - | - | - | - |
| Read invoices, expenses, income, returns and the calendar | Yes | Yes | Yes |
| Upload documents, record expenses and prepare invoice drafts | Yes | Yes | Yes |
| Read and edit the fiscal profile | Yes | Yes | No |
| Switch invoicing with Melso on or off | Yes | No | No |
| Issue an invoice | Yes | No | No |
| Authorize a tax return | Yes | No | No |
| Mark a reminder form as filed | Yes | No | No |
| Invite people | Yes | Yes | No |
| See the plan and its usage | Yes | Yes | Yes |
| Choose, change or manage the plan | Yes | Yes | No |

Recording and editing also need a plan that is active. See
[Plans and service scope](/essentials/plans).

## The two decisions only the owner makes

Issuing an invoice and authorizing a tax return are made in the owner's name, so
only the owner can make them. Both happen in the signed-in web app.

* A team member can prepare an invoice draft. The owner issues it. See
  [Invoicing](/essentials/invoicing#approve-issuing-in-the-app).
* Anyone in the company can read a calculated return. The owner authorizes it.
  See [Taxes and the fiscal calendar](/essentials/taxes#authorize-a-return).

An admin or a member who opens an approval link can read the page but cannot
complete the approval.

## Access for an AI assistant

A connected assistant acts as the person who connected it, in the one company
they chose. It never has more access than that person:

* Any person in the company can connect an assistant and use the record tools
  their plan allows.
* The `fiscal_profile` tool is listed only for the owner or an admin.
* No assistant can issue an invoice or authorize a return, whoever connected it.

Each person sees their own connections under **Configuración**, in the **MCP**
tab, in **Asistentes conectados** (Connected assistants), and can remove one
with **Desconectar** (Disconnect). See
[Permissions and approvals](/mcp/permissions).

## WhatsApp and several companies

A WhatsApp chat works with one company at a time. If you belong to two or more
companies, **Perfil** (Profile) has **Chats con Melso**, where you choose which
company each chat works with. See [Use Melso on WhatsApp](/essentials/whatsapp#connected-to-the-wrong-company).


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