User Accounts: Create & Manage

The User Manager tool is considered high-level access and is permission based.

It allows a user to create, edit, enable and disable user permissions.

Permission Required: To access the User Manager settings, your user account must be enabled with the permission for Users. Contact your eCellar User Manager for assistance.

User permissions are CRITICALLY important for the security of your data.
Along with solid standard operating procedures, user permissions are at the core of data consistency.
For the utmost security, it is imperative that the User Manager permission be granted to only a few high-level managers in a company.
Permissions should be granted with knowledge of the associated actions as described in this Help Doc.

Create User Accounts

In the Admin Panel > Company Tab, access User Manager. The Module Permissions screen displays all the modules available to a user.
Select Add a New User.
Enter the new user's information in the respective fields, and click Add New User.

- For username select a standard format for all your users, like firstintial.lastname: z.smith.

- NOTE: If a user has a previous eCELLAR user account (from another winery) you may have to try more than one username.
Add permissions to the new account commensurate to the user's tasks and duties by checking the corresponding box. Click Save Changes at the bottom of the page to complete.

- Check Enable to make the account active.

- Use this Help Doc to guide and inform on the access each permission allows.

- The security is your data is directly related to user permissions. Reach out to Support if you have any questions.
If you are an Enterprise client with other brands, you can assign which brands the user will have access.

Manage User Accounts

The Manage Users the same as when creating a new user -

The User Manager menu and has five columns: Active, Username, Email, Functions.

Active	Indicated the account is enabled.
Username	The name the user will type to login.
Name	Name of the user and the name that will appear as the Sales Rep.
Email	The user's contact email. This may be used to retrieve a lost password and so should be kept up-to-date.
Functions	Contains two links: permissions and enable/disable. Click permissions to edit the Admin Control Panel functionalities to which this user has access. Click enable (or disable if the user is currently enabled) to toggle enable/disable.