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Boutique User Roles and Permissions

Cristelle
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Plans Boutique Estate Custom Crush Enterprise

Note: Using the new vintrace interface? Get started with this guide.

This article is specific to customers with a Boutique plan. Estate, Custom Crush, and Enterprise customers should refer to our Roles and Permissions article. To learn what type of plan you have, refer to our Determining Your Plan article. 

When you add a new user to a Boutique plan (Set Up > My Account > Users), you'll need to select a role for the user. 

Roles.jpg

Each role in a Boutique plan includes a set of permissions that control the operations and functions that the user is allowed to perform in vintrace. The permissions included in each role is detailed in the table below. 

 

  Administrator Cellarhand Reporting Winemaker
Schedule tasks Yes No No Yes
Submit operations Yes Yes No Yes
Perform bulk wine reversals Yes Yes No Yes
Complete tasks out of sequence Yes No No Yes
Complete operations in future Yes No No Yes
Can record large losses Yes No No Yes
Can force lock removal Yes No No Yes
Can perform admin operations Yes No No Yes
Can adjust tax state Yes No No No
Can adjust live bond details Yes No No No
Can move wine between bonds Yes No No Yes
Can submit inventory actions Yes Yes No Yes
Can view costs Yes No Yes No
Can adjust raw wine stock items Yes No No No
Can bypass packaging rules for stock items Yes No No No
Can switch between winery facilities Yes No No No
Can move wine between wineries Yes No No Yes
Can adjust costs Yes No Yes Yes
Can perform Rollbacks and Restorations Yes No No Yes
Can manage Client Billing Yes No Yes Yes
Can create dashlets Yes No No No
Enable API login Yes No No No
Can backdate into a closed off TTB702 period No No No No
Local vintrace Administrator Yes No No No
Can edit Tax Volume Events Yes No No No
Can change winery defaults Yes No No Yes
Can view product notes Yes Yes Yes Yes
Can add product notes Yes Yes Yes Yes
Can edit existing product notes Yes Yes Yes Yes
Can manage sales orders Yes No Yes Yes
Can manage purchase orders Yes No Yes Yes
Can reassign jobs on the vintrace app Yes Yes No Yes
Can manage grower contract Yes No Yes Yes
Account holder No No No No
Can manage vintrace subscription Yes No No No
Can add/edit Trial Blends Yes No No Yes

 

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