How do I add a concept?
You can add a concept by going to your admin panel and selecting "Concepts." You can also find that page here.
If you are the owner of the meez account, you can directly create and name a new concept through the Concepts page. Non-owners will need to request assistance from the account owner.
From there, simply select the button + Create Concept.
Please note: All Starter and Scale users will have their first concept created for them automatically. Simply navigate to the concept page and rename your concept to your business or brand name.
Important: Creating additional concepts, such as for archiving purposes, may affect your subscription costs. Please review your plan details before proceeding.
What do I name my location and location ID?
Your location name and location ID can be the same. Location IDs are used to track costing by location when importing ingredient costs with a spreadsheet or purchase data feed (such as Invoice Processing or IMS integration).
Why is my Location ID important?
The Location ID is very important for items that are location specific, mainly purchase costs. When setting up Purchase Data or EDI/Invoice Processing, the feeds are linked to your account by your Location ID. Changing your Location ID after Invoice processing is set up may interfere with those feeds and will result in purchase costs not updating properly. It is strongly encouraged best practice once your EDI or Invoice Processing feeds are set up not to change your Location ID. If necessary to do so please contact us at support@getmeez.com so we can facilitate the change to ensure no interruptions in your processing feeds.
What is the difference between a concept and a location?
In meez, a "concept" is a way to compartmentalize your recipes and team members according to a brand or restaurant type while keeping them under the same account.
For example, your company could have a "Fried Chicken" concept, a "Fine Dining" concept, and a "Catering" concept, with each having its own collection of recipes. You can also share recipes across multiple concepts.
A location is a costing center within a concept. For instance, if your Fried Chicken concept has locations in several cities, you can track costs for each location separately by adding each location to the overall concept.
If your concept has multiple locations, but they all receive the same pricing from your vendors, there is no need to add multiple locations to your concept.
How do I add and manage team members, and troubleshoot invitation issues
To add a team member to your account
Navigate to the Team Access page.
Click the "+Add Team Member" button.
Enter the team member’s name and email address.
Set their permissions by assigning a role (e.g., Viewer or Editor) and specifying their assigned locations.
Click Add Member to finalize the process. The invited team member will receive an email invitation to create their own meez account and join your team. Importantly, they will not need to start a separate trial when invited through the Team Access page.
Troubleshooting Invitation Issues
If the invite doesn't appear, double-check the team member's email address and ensure all required fields, such as permissions, role, and assigned locations, are completed. Incomplete invites remain in a pending state.
Non-owner users may not see the team member listed on the team management page if the invite is incomplete.
To learn more about the team member permissions, click here.
Do team members need to sign up for a trial? No, team members invited via the Team Access page do not need to start a separate trial. They can join your team directly by accepting the email invitation.
In my "All" dropdown menu, I sometimes see "Personal." What does this mean?
Every meez account comes with a "Personal" concept. Recipes assigned to your Personal concept won't be visible to anyone on your team. We highly recommend, when creating recipes, you only assign them to the Personal concept if you want to keep them private. Additionally, you can use the Personal concept as a way to archive recipes. By moving recipes to your Personal concept, you effectively restrict access to them while keeping them stored for future reference.
I accidentally created a concept. How do I delete it?
If you want to delete a concept, please renamed the concept "Delete Me" and reach out to support@getmeez.com with your request.
How to Archive Recipes to Restrict Team Access
meez does not currently offer a built-in archive feature for recipes. However, you can effectively restrict access to recipes without permanently deleting them by using one of the following methods:
Method 1: Move Recipes to a Personal Concept
You can transfer recipe ownership to your personal concept, making the recipe accessible only to you. Here’s how:
Open the recipe you want to archive.
Click on the Edit button.
Navigate to the Prep Method tab and locate the Owner section.
Uncheck all ownership boxes so that none are selected. This action moves the recipe to your personal concept, hiding it from other team members.
Method 2: Create an "Archive" Concept or Location
Another option is to create a dedicated "Archive" concept or location and restrict access to it. Follow these steps:
Create a new concept or location and name it "Archive."
Restrict user access to this concept or location so that only authorized individuals can view or manage archived recipes.
Transfer the ownership of the recipes you want to archive to this "Archive" concept or location.
Important Note: Adding a new concept or location may affect your subscription costs, depending on your plan. Be sure to review your plan details before creating new concepts or locations.
Additional Considerations
Costing Information: When moving a recipe to another location or concept, note that costing information will not transfer. This is because costing is specific to each location. By using these methods, you can effectively "archive" recipes, ensuring they remain stored for future reference while restricting access to your team.