If your custom crush or contract clients want to view their wines and run reports, a restricted login, called an Owner Login, can be set up for them that will show only their wines and is read-only.
It may require a change to your subscription and can only be added by the Local vintrace Admin or vintrace Support. For information on managing your subscriptions click here.
Setting up an owner login requires that their organization owner account be set up first.
Go to the Address book, click Add in the lower left and choose Owner Login.
We suggest putting either the full name of the client or the winery name itself in the First Name field. In the Last name field, we suggest something like "OWNER LOGIN", so it can be easily identified.
The Owner field is the vintrace owner that this login will be restricted to view. Each login can only view a single owner.
Once completed you can then Save and test the login details. Once you are happy you can send those details on to your client alongside the URL of your vintrace database so that they can gain access.
It's suggested to inform your clients to please use Google Chrome, Firefox or Safari and to please set your browser to allow pop-ups from vintrace to download reports.