Minzani User Guide
Answers to common questions about using Minzani. Can't find what you need? Email [email protected] — our parent company Prolearnerz Solutions' support address.
Team & Roles
Adding people to your business, and what each role can do.
On this page
What can each role do?
Owner/Admin has full control: record and edit entries, manage categories, budget, and the team, change business settings, handle billing, and see the Activity Log — the full record of who did what. Bookkeeper and Accountant are the same permission level under two different titles — pick whichever reads naturally for your team (a school's finance office, for instance, may prefer "Accountant"): both can record receipts and expenditures, edit an entry they recorded themselves (while its month is still open), and confirm deposits or approve expenditures other than their own. Bursar can record and edit entries the same way, but can never confirm a deposit or approve an expenditure — not even someone else's — a stricter tier for a team that wants entry and approval kept fully separate. All four of these roles can see categories and the team list but can't add, rename, or remove either, and can't touch budget, settings, or billing. Viewer can see the ledger, budget, categories, and team, but can't add or change anything anywhere.
How do I add a team member?
From Team → Add a team member (Owner/Admin only), enter their name, optionally a phone number or email, and pick a role, then submit. Their account is created immediately and a username and one-time password are shown once, right there on screen — write it down or hand it straight to them, since it can't be retrieved again afterward.
What if my teammate doesn't have an email?
That's fine — neither a phone number nor an email is required to add a teammate. Minzani generates their username from their name automatically, so it never depends on having an email address to log in. If you do add an email for them, they'll be asked to confirm it the first time they visit their profile.
Can I change someone's role?
Yes — from Team, an Owner/Admin can change any other member's role at any time from the team list, and it takes effect immediately.
How do I remove a team member?
From Team, an Owner/Admin can remove a member, which immediately revokes their access to this business. It doesn't delete their Minzani account outright — if they also belong to another business, that access is unaffected — it only ends their membership here.
A teammate forgot their password — what do I do?
If they have an email on file, they can use Forgot password? on the login page themselves. If not, an Owner/Admin can reset it for them from Team — this generates a new one-time password shown once on screen, exactly like their original invite, ready to hand over.
How do I leave a business?
From your Profile, find the business in your list and choose Leave — you don't need to wait for an Owner/Admin to remove you. The only exception: if you're the business's sole active Owner/Admin, you'll need to promote someone else to Owner/Admin first, or close the business instead (see "What happens if I close this business?" in Business Settings) — a business can never be left with no one able to manage it.