Permissions for Specific Winery Roles
Suggested Permissions for Specific Winery Positions
The following are the permissions suggested for the indicated winery positions.
These may vary, as each winery can have its own protocols and the roles may involve different responsibilities.
Explanation of the symbols in the charts below:
- One asterisk (*) indicates an optional eCELLAR module that may or may not be in use for your winery.
- Two asterisks (**) indicate a permission that is dependent on your winery's protocols and the possible responsibilities of the given role.
- Bold are 'parent permissions' that have sub-permissions.
- 🔐 indicates a high-level permission that requires IP restrictions.
See this Help Doc for the definitions and related actions of each permission, and explanations parent/sub-permissions, and IP restrictions.
Tasting Room Associate
| Admin Panel |
| Company** |
| Customers |
| Orders |
| POS |
| Allow Discount Override |
| Allow Open / Close Terminal |
| Allow Open Cash Drawer |
| Allow Returns & Credits** |
| Allow Voids |
| Reservation Manager |
| Admin |
| Task Manager |
| Wine Club |
| (or) |
| Wine Club Read Only |
Tasting Room Manager
| Admin Panel |
| Company |
| Vouchers* |
| Customers |
| Customer Dedupe |
| Gift Cards* |
| Allow Change Recipient |
| Allow Void Card |
| Orders |
| Allow Export to Fulfillment** |
| Custom Receipts |
| Multi-Ship |
| POS |
| Allow Discount Override** |
| Allow Inventory Override** |
| Allow Open / Close Terminal |
| Allow Open Cash Drawer |
| Allow Returns & Credits |
| Allow Voids |
| Quick User Change Manager |
| Terminal Manager |
| Reports |
| Company Manager |
| Tasting Room Manager |
| Reservation Manager* |
| Admin |
| Task Manager |
| Wine Club |
Wine Club Manager
| Admin Panel |
| Campaign |
| Company |
| Vouchers* |
| Content |
| Allow Edit Email Templates |
| 🔐 Asset Manager** |
| Customers |
| 🔐 Allow Customer Export |
| Customer Dedupe |
| Discount Engine |
| Gift Cards* |
| Allow Change Recipient |
| Allow Void Card |
| Inventory*/** |
| Allow Adjustments** |
| Orders |
| Allow Export to Fulfillment** |
| Custom Receipts |
| Multi-Ship |
| POS |
| Allow Discount Override |
| Allow Inventory Override |
| Allow Returns & Credits |
| Allow Voids |
| Products** |
| Reports |
| Club Manager |
| Company Manager |
| Reservation Manager |
| Admin |
| Shipping** |
| Ship Manager*/** |
| Task Manager |
| Wine Club |
| Allow Wine Club Bulk Auth |
| Allow Wine Club Ship Method Override |
Accountants
| Admin Panel |
| Company |
| Customers |
| Inventory*/** |
| Allow Adjustments** |
| Orders |
| Allow Edit Closed Order |
| Allow Edit Sales Rep |
| Orders: Allow Order Close |
| POS |
| Allow Returns & Credits |
| Allow Voids |
| Reports |
| Company Manager |
| Taxes & Fees** |
| Wine Club Read Only |