Settings

User Permissions

Overview

Explore how managing user permissions in Blended ensures proper access to winery production data, emphasizing the roles that facilitate secure and efficient data management.

Access Settings Menu

To access the Settings menu, click on the Account dropdown in the top right corner of the screen. From there, select Settings to open the Settings page.

Once on the Settings page, navigate to the Users tab. 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