Below is the list of new user roles and the permissions applied to each role for users added in Set up > My account > Users.
Permission | 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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