Team Roles

Overview

Manage team roles and permissions for your organization, with granular control over what team members can access and modify in Mezan.

Team roles allow you to create a structured permission system within your organization, ensuring that team members have appropriate access levels to different features and functions of Mezan.

You can grant members more than one role, for easier management of permissions. So a member can be assigned both "Sales" and "Sales Manager" roles, for example.

Features

  • Create custom roles tailored to your business needs
  • Define granular permissions for each role
  • Control access to sensitive business data
  • Assign roles to team members
  • Modify roles as your organization evolves

Creating a New Role

To create a new role in Mezan:

  1. Navigate to Organization Settings > Organization Roles
  2. Click on Create New Role
  3. Enter a descriptive Role Name that reflects the position or function
  4. Add an optional Description to clarify the role's purpose
  5. Configure permissions for each functional area
  6. Click Submit to save the role

Permission Modules

Mezan's permission system includes the following functional modules:

  • Sales: Control access to customers, sales quotations, invoices, receipts, and credit notes
  • Purchasing: Manage access to vendors, purchase orders, invoices, receipts, and debit notes
  • Products & Inventory: Regulate access to product categories, products, and inventory operations
  • Fixed Assets: Control access to fixed assets and their transactions
  • Advanced Accounting: Manage access to accounts, manual journals, and general receipts
  • Reports: Access to reporting functionality

Permission Types

For each module in Mezan, you can assign any combination of these permissions:

  • Create: Add new records or documents
  • Delete: Remove existing records
  • Edit: Modify information in existing records
  • Confirm: Approve or finalize documents
  • View: Access and read information without making changes

Some modules also have specialized permissions such as allowing POS price editing or discount adjustments.

Best Practices

  1. Implement the principle of least privilege by only granting permissions necessary for each role
  2. Regularly review roles to ensure they remain appropriate as your business evolves
  3. Use clear, descriptive names for your custom roles
  4. Document the purpose and scope of each role