Managing team member roles and permissions
Control exactly what each teammate can see and do — built-in roles (Admin, Manager, Member) or custom roles you define yourself.
Roles determine which modules a teammate sees and what they can do inside each. Mewayz ships with sensible default roles (Admin, Manager, Member) but you can define your own — useful for restricted roles like 'Accountant — invoicing only' or 'Sales — CRM only'.
Built-in roles
- Admin — everything except billing changes (only Owner can change billing).
- Manager — operational access; can manage records in their assigned modules but not invite users or change settings.
- Member — restricted to specific modules; can see and edit but not delete or change settings.
- Viewer — read-only across permitted modules.
Create a custom role
- Open Settings → Roles → New role.
- Name the role descriptively ('Accountant', 'Junior Sales', 'Field Tech').
- Tick which modules they can access.
- Inside each module, tick which actions they can do (view, create, edit, delete, export).
- Save. The new role appears in the dropdown when inviting users or changing existing user roles.
Custom roles are great for compliance — give your accountant access to Invoicing and Expenses only, so they can't accidentally see CRM, HR, or other unrelated data.