> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.vintaflow.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Accounts Management

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

## Viewing Accounts

1. Navigate to **Accounts** from the sidebar
2. Browse the list showing name, email, manager, type, and status
3. Click any account name to open it

## Account Types

Accounts are categorised by type - producer, distributor, retailer, agent, or whatever your organisation has defined.

|| Account types are configurable, not fixed. Your list is managed in **Data Master** - see [Account Types](https://help.vintaflow.com/en/article/account-types-usdeup/).

## Self-Managed vs Ghost Accounts

| | Self-Managed | Ghost |
|---|---|---|
| Has its own login | Yes | No |
| Goes through the usual authorization flow | Yes | No |
| Managed by | Itself | A parent account |

Self-managed accounts are marked with a green dot in the list. The choice is made when the account is created, under **Authorization** - see [Account Settings](https://help.vintaflow.com/en/article/account-settings-11uvgnn/).

## Searching and Filtering

1. Use the **Search** bar to find accounts by name or email
2. Click **Filters** for advanced options:
   * Sort by column
   * Filter by account type
   * Filter by date range
   * Filter by status
3. Click **Apply**, or **Reset** to clear

## Account Actions

From the accounts list:

| Action | Icon | Description |
|--------|------|-------------|
| Ghost Login | Arrow | View the application as this account |
| Edit | Pencil | Modify account details and settings |
| Delete | Trash | Remove the account |
| Manage Permissions | Gear | Configure what this account can do |

| **Ghost Login** is the fastest way to reproduce something a customer is seeing. You get their exact view, including which sidebar items their permissions allow.

## Account Sub-Sections

Opening an account gives you its own workspace:

* **Dashboard** - account-specific metrics
* **Orders** - order review and tracking
* **Inventory** - stock levels by warehouse
* **Products** - the account's catalog
* **Consolidations** - order and product groups
* **Warehouses** - storage locations
* **Supply Chain** - network connections
* **Reports** - performance and inventory analysis
* **Users** - team members
* **Settings** - jobs, data mapping, communications, actions, data attributes, customizations, and legal

|| Which sub-sections appear depends on the account's permissions. A missing item means the permission has not been granted, not that the feature is unavailable.

## Creating an Account

1. Click **Create Account**
2. Choose the **Authorization** - self-managed or ghost
3. Set the account **Type**, **Name**, and **Manager**
4. Fill in the business details
5. Click **Create**

Full configuration - unit preferences, inventory control, and order control - is covered in [Account Settings](https://help.vintaflow.com/en/article/account-settings-11uvgnn/).

## Related

* [Account Settings](https://help.vintaflow.com/en/article/account-settings-11uvgnn/) - approval, sync, hotpoints, and units
* [Account Types](https://help.vintaflow.com/en/article/account-types-usdeup/) - defining the types themselves
* [Add Email Recipients](https://help.vintaflow.com/en/article/add-email-recipients-to-an-account-rur5xu/) - notification recipients
* [Supply Chain Management](https://help.vintaflow.com/en/article/supply-chain-management-12hfd0p/) - connecting accounts together