Overview
Account Administrators have the ability to add/remove users from Blended accounts.
If a user is unable to reset their own password, removing the user and adding them will initiate the Welcome to Blended sequence again.
Access Settings Menu
Navigate to Users Tab
From the Settings menu, navigate to the Userstab. This is where you can manage user permissions for winery production data.
Open User Permissions Dropdown
Locate the Permissions dropdown in the Users tab. Expand it to view available roles by clicking on the dropdown arrow. Select the desired role for the user.
Manage Users
Add New User
To add a new user, navigate to the 'Users' tab in the 'Settings' section. Use the Add new user form. Fill in the Name and Email fields, then click Add user.
Assign User Roles
On the 'Users' tab in the 'Settings' page, assign roles using the 'Permissions' dropdown for each user. Select the role that aligns with the user's responsibilities within the winery production data management.
Assign Correct Roles
Choosing the right user roles is key to protecting your data and ensuring compliance. Use the dropdown in the 'Users' tab to set appropriate permissions.
Standard Permission Roles
Admin | Full Production | Cellar Worker | Accounting | |
|---|---|---|---|---|
Account Settings | View and Edit | View Only | View Only | View Only |
Vineyard | View and Edit | View and Edit | ||
Production | View and Edit | View and Edit | View and Edit | View Only |
Materials | View and Edit | View and Edit | View and Edit | |
Work Orders | Create, View and Carry Out | Create, View and Carry Out | View, Carry Out | |
Costs | View and Edit | View and Edit | View and Edit | |
Case Goods | View and Edit | View and Edit | ||
Client Login | Limited Production View Only (see below) |
Custom Crush
Blended has the ability to generate Client Logins, typically used for Custom Crush Clients who need View Only access to a portion of the data within Production.
Client Login Permission is managed through the Tags functionality. First, ensure that you've created a custom tag and have labeled the correct Lots with that tag.
Then, when you give Client Login access, choose the applicable tag and value. Users with this access will only see Production when they log into Blended and are limited to view-only access to Lots tagged with their permission code. This access excludes all Costing data, even costs associated with the Lots they are tagged to.
Reach out to Blended support for help setting custom crush clients up.