Setting up your Custom Crush Permissions

You have just activated a permission-based system and you're ready to get started setting up your account! Below are instructions on how to add owners, associate inventory with owner tags, and add new winery members.

1. Add Owners

2. Associate Owners with Inventory

3. Grant access to winery members

4. Notify Your Clients

FAQ

Note: Owner permissions can only be managed by account Admins.

1. Add Owners

InnoVint's term for each of your clients is an "Owner". Go to Settings, at the bottom of the left navigation bar, and then select Owners.

Start by adding every Owner in the system, including your in-house ownership, with the corresponding bond.

If you need to add additional bonds for your AP bonds to your account, simply submit a ticket from the Support Center (link in the top right corner), Subject: Add new bond.

2. Associate Owners with Inventory

After your Owners are created, you can associate inventory with one or more Owners, set it as "global" or mark it as "no owner" (users with access to everything only). Please reference the Owner-based Permissions Overview article for more information on different owner settings.

For new InnoVint accounts

You are starting fresh and can assign Owner(s) as you add inventory (vineyards, vessels, lots, etc) to the system.

For existing accounts

All of your inventory has been set to No Owners, meaning that only users with access to Everything in the winery can access it. (Check Member Permissions in Settings to see what users have access.) In order to make inventory visible to other users at a winery, inventory needs to be set to either "Global" (everyone can see regardless of permission and capability level - typically for something like Tanks that everyone has access to), or to one or more Owners. There are two ways to edit Owners for inventory items:

1. Edit Owner for a single inventory item:

Go to the inventory item's detail page (lot, vessel, vineyard, additive, work order, etc) and click the blue pencil next to the Owner field to set the Owner.

2. Edit Owner for multiple lots or vessels at once (this is an option for lots and vessels only):

From the Lot Explorer or Vessel Explorer, under the "Manage lots (vessels)" button in the top header, select "Edit Owners on Lots (Vessels)". From this interface you can set or change Owners on many lots or vessels at once. Dry Goods and Vineyards need to be updated individually.

3. Grant access to winery members

Under Settings, go to the Member Permissions page. Use the Owner-based Permissions Overview article for reference. You can edit the capability of existing members or add new members with their appropriate permissions by clicking the blue link in the upper right to "+ Add user to winery".

We recommend creating some guidelines for custom crush clients as to how you'd like them to interact with the software before granting them access. All current winery members default to access "Everything in the winery".

For existing accounts that just activated owner permissions: All current winery members default to access Everything in the winery. You will need to update permissions and access for existing users as required.

4. Notify Your Clients

Now that your inventory is associated with one or more Owners, you can notify them of their access to InnoVint. When they log in to either the web-based platform or mobile app, they only will be able to work with the inventory that has been tagged with the Owner(s) they have permission to see.

We recommend creating some guidelines for clients as to how you'd like them to interact with the software before granting them access. Our Support Team has lots of experience introducing InnoVint in a Custom Crush setting. Please reach out to us if you would like some guidance and our best recommendations for success with the feature.

FAQ

Q: When I look under the “owners” tab, everyone has an associated bond next to their name, but the one I just added doesn’t.

A: Please refresh the browser tab and check to see if the bond populates. If it remains blank, please contact support.