Any user with the Local vintrace administrator permission can add, remove or modify the current user accounts on your vintrace subscription.
For more information on managing your licence/subscription, click here.
Viewing System Users
Open the the Address Book
Then click Manage System Users.
This will then provide you with the list of all active user accounts. Please note the System Administrator account is only used by the vintrace support team.
Adding System Users
From the Address Book, click Add > System User
You will then be prompted to provide the details for your user account. Fill out the required fields including a suitable Username and Password. It's also suggested to add the Operator role so that work may be assigned to this user.
Next select the appropriate Permissions on the right. When adding a new System user, vintrace assigns a set of default permissions. The full list of permissions can be found here.
Once everything is configured you can Save and then test that the log in credentials are working. The password used can always be changed by the Local vintrace administrator or while the user is logged in under Tools > Change Password.
Configuring Users for Multiple Facilities
If you use vintrace across multiple facilities, you’ll need to specify whether a system user is allowed to switch between facilities, and specify their default winery.
To allow a user to switch between different facilities, select the Can Switch Between Winery Facilities checkbox. You’ll also want to select the user’s default winery from the Default Winery list.
Removing System Users
From the Address Book, select the user you want to remove by clicking on the entry. Then select the Inactive check box and Save. This user will then no longer be able to log in and you will have an extra user licence available to use.