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User Access

AGENCY TEAM MANAGEMENT

This section is used by the agency to grant its employees or a client employee access to all or select client accounts.

To access Agency Team Management follow these steps:

  1. Click Settings on the agency view
  2. Click Agency Team Management

Here you can add an employee, delete an employee and edit an employee.
Adding or editing an employee allows you to update:

  1. Personal logo
  2. First name
  3. Last name
  4. Email (login email)
  5. Phone
  6. Password (login password)
  7. Permissions (see article)
  8. User Type
    • Agency: Grants them access to all accounts under the agency
    • Account: Select individual accounts you would like them to have access to

TEAM MANAGEMENT

This section is used by the client to grant its employees access to their specific Vintory account. Any employee created here will show up in Agency Team Management.

To access Team Management follow these steps:

  1. Click Settings on the agency view
  2. Click Team Management

Here you or the client can add an employee, delete an employee and edit an employee.
Adding or editing an employee allows you to update:

  1. Personal logo
  2. First name
  3. Last name
  4. Email (login email)
  5. Phone
  6. Password (login password)
  7. Permissions (see article)