How to Add or Remove Users

Users and capability levels can be added, removed, and/or edited by Admins in your InnoVint account.

If you do not see the Member Permissions option in Settings, please contact an Admin at your facility to add, remove, or edit winery members in your account.

This article covers:

• How to add new winery members
  • Adding a new InnoVint user
  • Adding an existing InnoVint User
  • Setting member permissions and capabilities
• How to edit or remove a winery member
• Frequently Asked Questions

 

To add new winery members

Click  at the top right corner of the page.

Add a new InnoVint user

Fill in the new user's email, first and last name, and password. Then click on the Add user button in the bottom right corner.

After a new user has been added, refresh the page to update the list. Click on   at the far right of the user's name to edit access and capability settings.

Add an existing InnoVint user

To add a user that has had access to InnoVint in the past or who has current access to another account, choose to add an existing InnoVint user. The name and password associated with the login email address will remain unchanged.

Note: Once a login email address has been added to InnoVint, that user will remain in the system indefinitely.

Note: A single login can be granted access to multiple accounts. The accounts remain separate and each is available by clicking on the account name in the top left corner and choosing the facility from the dropdown list.

 Setting Member Permissions & Capabilities

1. Refresh the page to show your new user in your winery member list

2. Click on the   to the far right of their name to edit.

For more detailed instructions, visit the New Client Onboarding section in our Support Center: Step 5: Adding New Users. For information on capability levels, see our article Overview: User Capability Levels.

To edit or remove a winery member

Click on the   to the far right of their name to edit or remove a winery member.

For more detailed instructions, visit the New Client Onboarding section in our Support Center: Step 5: Adding New Users. For information on capability levels, see our article Overview: User Capability Levels.

 

FAQ

Q.  I am a custom crush client. How do I add a new user to access and view my inventory?

As a custom crush client, member access is managed by each individual facility. To add, remove, or edit access to your ownership account, please contact an Admin at the facility.

 

Q. I keep getting this error, but the user does not exist in my account. 

The email address you are trying to add as a new user has already been added in InnoVint. It is likely that the user previously had access to another InnoVint account, or has current access to another InnoVint account. In either case, you will need to add the user as an existing InnoVint user. Their first and last name and password will remain unchanged.