Menuzi home
All articles

Team

Menus+

Invite your staff, and give each person only what their job needs.

Where to find it:
  1. Sidebar
  2. Team

Roles: who does what

A role decides what someone can do. One person can have more than one role, like a manager who is both Menu Crafter and Menu Publisher.

  • Owner Everything, including the team. There's one owner: whoever opened the account. Good for: the person who runs the business.
  • Admin Everything the owner does, except changing or removing other admins. Good for: managers.
  • Menu Crafter Sections, items, prices and discounts. Good for: chefs and managers.
  • Menu Designer How your menus look: template, colors, photos and your logo. Good for: whoever looks after your social media.
  • Menu Publisher Puts menus live and publishes changes. Good for: whoever signs off the menu.
  • SEO Specialist How your menu shows up on Google, and when its link is shared. Good for: whoever does your marketing.
  • Order Handler The Orders page: confirms orders and moves them along. Good for: cashiers, kitchen staff and waiters.

The screen

The Team page: the owner in the members list and one pending invitation. 12345
  1. Invite Member adds someone.
  2. Everyone on your team.
  3. Their roles.
  4. Pending Invitations: people you've invited who haven't joined yet.
  5. Tap ⋯ to cancel an invitation.

Invite someone

  1. Tap Invite Member.
  2. Type their E-mail.
  3. Under Roles & Permissions, tick one or more roles.
  4. Tap Send invitation.
The Member Invitation window with an e-mail filled in and the Order Handler role picked. 1234
  1. Their e-mail address.
  2. Opens the list of roles, each with a short description.
  3. The roles you picked. Tap × to take one away.
  4. Sends the invitation.

Menuzi e-mails them an invitation. You also get a link you can send yourself, for example on WhatsApp:

The Invitation sent window with the invitation link and a copy button. 12
  1. Their personal invitation link.
  2. Copies the link.

Send them Join a team too, so they know what to do.

Invitations

  • An invitation works for 72 hours.
  • To stop one, tap ⋯ next to it, then Cancel Invitation.
  • Didn't join in time? Invite them again. The old invitation stays in the list, marked as expired.
  • You can't invite an e-mail that already has a Menuzi account. Ask them for another e-mail address.

Change a role or remove someone

  1. Tap ⋯ on their row.
  2. Tap Change role, tick the roles, then Apply. Or tap Remove member and confirm.

Removing someone takes away their access straight away. You can invite them again later.

  • Nobody can change their own roles or remove themselves.
  • The owner can't be changed or removed.
  • Only the owner can change or remove an admin.

Good to know

A padlock on a button means your role doesn't include it: ask the owner or an admin. A crown means your plan doesn't include it.
Each e-mail address can belong to one business only.
On Free and Menus Lite, Invite Member shows a crown. Tap it to see your options.
enar