Team roles: everyone sees what’s theirs to see
Add your team with ready-made roles — partner, accountant, project manager, site engineer, design engineer, procurement — so money and margins stay with the people who need them.
The short answer
Every team member in Myzan has a role that sets what they can see and do. Partners and accountants see every project, project managers run the projects assigned to them, site engineers log custody expenses without seeing budgets or profit, and design engineers enter quantities without prices.
Roles
| Role | What they do |
|---|---|
| Partner | Sees everything on every project, like the owner |
| Accountant | Prices and issues quotes, reviews expenses across projects |
| Project manager | Runs their assigned projects in full, money included |
| Site engineer | Logs custody expenses — no budgets or profit |
| Design engineer | Enters client details and quantities — no prices |
| Procurement | Receives and fulfils purchase requests — no profit |
- Purchase requests: site requests, then approval, purchase and receipt.
- Tasks: assign tasks with due dates and follow up on overdue ones.
The Office plan includes up to 5 users and Firm is unlimited; role permissions are in both — see pricing.
Related
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