Team Members

Overview

Manage your organization's team members on Mezan and send invitations to join your organization, including member names, email addresses, and role assignments.

Team members management allows you to grant your employees access to Mezan, controlling what they can do based on their assigned roles and permissions.

Team Member Invitations

Adding team members to your organization is done by inviting them to join your organization, invites are sent by email to the team member's specified email address, and they are only allowed to accept the invitation if they have a Mezan account with the same email address. The invited team member will be added to your organization and will be able to login to Mezan or register a new account with the email address you provided to accept the invitation.

Keep in mind, that the invited team member will be added to your organization as a member, and will be able to access all the features and modules that are available to your organization, depending on the roles and permissions assigned to them.

It is also important to note that if they later change their email address on which you sent them the invitation from which they sign in, they will still be able to login to Mezan with their new email address, and their access will not be affected. Your members list will continue to show the original email address you sent them the invite on.

For security purposes, invitations expire within one day after being sent, and cannot be used after that time.

Invitation Form Fields

  1. Member Name: Enter the name of the team member you're inviting to your organization. This is the name that will be displayed in your organization's Mezan dashboard, and will be used to identify the team member in the organization. It may also show up in printed documents, and in other places where the name of the team member is displayed.
  2. Email: Provide the email address of the team member you're inviting to your organization. This is the email address that will be used to send the invitation to the team member.
  3. Notes: Add any additional information or context about this team member (optional)
  4. Assign As Manager: This will grant the invited user manager-level access privileges, allowing them to add other users to the organization, and to assign roles to other users. However, some operations are restricted to the organization owner, and cannot be delegated. This includes adding or removing other managers, changing the organization owner, and changing the organization's subscription plan, along with other critical settings.
  5. Point of Sale Access: This will grant the invited user full access to operate a point of sale terminal, but they cannot setup new terminals or modify the setup of existing terminals. This is required if the user is not an owner or a manger to operate a point of sale terminal by your employees.
  6. Assign Roles: Select the roles for the team member from the roles you have available in your organization. This is required for users that are not managers to determine their permissions in the organization. You can define new roles or modify existing roles by going to "Manage Roles" on the team members page.

Manager Existing Team Members

You will see the invite status along with the team member details in the team members list.

And you can edit and delete existing team members from the team members list from the team members page in your organization's settings.

Billing for Team Members

Mezan's plans come with a default number of allowed team members provided, based on the plan you have chosen. You can always add more user licenses to your plan, and you will be billed for each additional user license you add. Refer to Mezan's subscription management page for more details.

Active Members: Pending invites that have note expired and active members that have accepted their invitation and are currently active in the organization will count toward your plan's limit.

Expired Invites & Deleted Members: Pending invites that have expired and cannot be used to join the organization, and members that have been removed from the organization and will no longer count toward your plan's limit, but will remain visible in the organization's team members page for reference if you need to refer to them. You can access that list by going to the team members page and clicking the "Deleted Members" tab.