Articles on: Accounts

Accounts Management

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

Viewing Accounts

Navigate to Accounts from the sidebar
Browse the list showing name, email, manager, type, and status
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.

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.

Searching and Filtering

Use the Search bar to find accounts by name or email
Click Filters for advanced options:
- Sort by column
- Filter by account type
- Filter by date range
- Filter by status
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

Click Create Account
Choose the Authorization - self-managed or ghost
Set the account Type, Name, and Manager
Fill in the business details
Click Create

Full configuration - unit preferences, inventory control, and order control - is covered in Account Settings.

Account Settings - approval, sync, hotpoints, and units
Account Types - defining the types themselves
Add Email Recipients - notification recipients
Supply Chain Management - connecting accounts together

Updated on: 27/08/2026

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