Account Management

Accounts Management


Learn how to view, create, and manage accounts in Vintaflow.


Viewing Accounts


  1. Navigate to Accounts from the sidebar
  2. Browse the account list showing Name, Email, Manager, and other details
  3. Click on any account name to view its details


Account Types


Accounts are organized by type in your supply chain:

  • Producer - Manufacturing entities
  • Distributor - Distribution partners
  • Retailer - Retail endpoints


Searching and Filtering


  1. Use the Search bar to find accounts by name or email
  2. Click Filters to apply advanced filters:
  • Sort by column
  • Filter by date range
  • Filter by status
  1. Click Apply to apply filters or Reset to clear them


Account Actions


From the accounts list, you can:


Action

Icon

Description

Ghost Login

Arrow icon

View the app as this account

Edit

Pencil icon

Modify account details

Delete

Trash icon

Remove the account

Manage Permissions

Gear icon

Configure account permissions


Viewing Account Details


Click an account to access its sub-sections:

  • Dashboard - Account-specific metrics
  • Inventory - Stock levels by warehouse
  • Orders - Account's order history
  • Products - Products associated with account
  • Warehouses - Storage locations
  • Users - Account team members
  • Reports - Performance analytics
  • Supply Chain - Network connections


Self-Managed vs Ghost Accounts


  • Self-Managed (green dot) - Account has its own login credentials
  • Ghost Account - Managed by a parent account



Updated on: 06/12/2025

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