Team Members

If you have a Starter or Scale subscription, you can add unlimited viewers per location, to your account.

You can add team members with Edit permissions as well as the enhanced Manager access to any concept or location in their account. These team members are called Contributors.

Viewers: View, scale and print recipes, view prep method and accompanying slideshows.

Editors: All Viewer capabilities, plus the ability create, modify, and delete recipes for the concept(s) to which they are added.

Managers: A permission you can grant to both Viewers and Editors, giving them expanded access to ingredient and recipe costs, as well as nutritional information and the Menus feature. Only an account Owner can add Manager permissions to a team member.

How to Add Team Members

Adding and manage team members

To add a team member to your account without requiring them to start a trial, follow these steps:

Navigate to the Team Access page.
Click the + Add Team Member button.
Enter the new member's name and email address.
Set the required permissions, including their role (e.g., Viewer or Editor) and the locations assigned to them.
Once complete, click Add Member. The invited user will receive an email with instructions to create their own meez account and join your team. Importantly, the process does not require them to initiate a trial. This ensures a seamless onboarding experience for new team members.

Troubleshooting Team Invitation Email Failure

If a team member did not receive the invitation email to create their meez account, follow the steps below to troubleshoot and resolve the issue:

Check the Team Member’s Email Folders
- Ask the team member to check their email inbox as well as other folders such as spam, junk, or trash. Email filtering rules or settings may have redirected the invitation email to these locations.
Resend the Invitation Email
- If the invitation email is not located:
  - Remove the team member from your Team Access list.
  - Re-add them to the team, which will automatically send out a new invitation email.
Additional Considerations:
- Ensure that the team member’s email address was entered correctly during the invitation process.
- If the problem persists, reach out to support@getmeez.com for further assistance.

Best Practices for Team Access Management

Always set the relevant permissions and roles for every team member added.
Review assigned locations to ensure clarity in access.
If any uncertainty arises, revisit the Team Access page to verify the invitation status.

Permissions

meez supports four different access types: viewer, editor, viewer/manager, editor/manager. The table below breaks down the access each type grants. You can control what access each member gets on the location level (meaning: a member can be a viewer in one location and an editor in another)

		Viewer	Editor	Manager	Owner
Recipes	Create		x	Editor/Manager only	x
	Update (including costs)		x	Editor/Manager only	x
	Delete		x	Editor/Manager only	x
	Share		x	Editor/Manager only	x
	View	Ingredient list, prep method tab, and nutrition data only	x	x	x
	Print	x	x	x	x
	Export	x	x	x	x
Ingredients	Create		x	x	x
	Update (including costs)		x	x	x
	Delete		x	x	x
	View		x	x	x
	Export		x	x	x
Recipe Books	Create		x	Editor/Manager only	x
	Update		x	Editor/Manager only	x
	Delete		x	Editor/Manager only	x
	View	x	x	x	x
	Print	x	x	x	x
	Export	x	x	x	x
Menus	Create			x	x
	Update			x	x
	Delete			x	x
	View			x	x
	Import			x	x
New Purchased Items	Import			x	x
	Export			x	x
	Update			x	x
	Delete			x	x
	View			x	x
Inventory	Create			x	x
	Update			x	x
	View	x	x	x	x
	Start count		x	x	x
	Count	x	x	x	x
	Submit individual count	x	x	x	x
	Submit full count		x	x	x
	View reports			x	x
Other	View analytics			x	x
	Manage team		x	x	x
	Manage concepts				x
	Manage account				x

How to Remove Team Members

To remove a team member, click the "More" button on the far right of their name (see below). Then click Remove Team Member.

If you need any more help or have other questions, just shoot us an email at support@getmeez.com

Adding concepts and locations to your account

Getting started on meez

Understanding the "Manager" permission

How do I see content that was shared with me?

Understanding the "Viewer" permission

Adding and managing team members