Users Management
Learn how to manage user accounts and permissions in Vintaflow.
Viewing Users
- Navigate to Users from the sidebar or an account's sub-section
- Browse the user list
User Information
The user list displays:
- ID - User identifier
- Name - Full name
- Email - Login email address
- Roles - Assigned roles
- Phone - Contact number
- Status - Current account state
- Last Login - Most recent sign-in
User Types
Type | Who They Are |
|---|---|
Internal | Vintaflow staff, who see the admin surface |
External | Customers and partners, who see their own account or the partner portal |
A user's type determines which navigation and screens they get. See External Partner Portal.
User Statuses
Status | Meaning |
|---|---|
Active | Can log in and use the system |
Inactive | Account disabled |
Suspended | Access withdrawn, usually temporarily |
Locked | Locked out, typically after repeated failed sign-in attempts |
Creating a New User
- Click Create User
- Fill in the details:
- Name (required)
- Email (required)
- Phone
- Password (required for new users)
- Roles (required)
- Click Create
The user receives a welcome email with sign-in instructions.
Editing a User
- Click a user row, or the edit icon
- Modify the details
- Click Save
Roles
Roles bundle permissions together. Go to Users > Roles to manage them.
Role Type | Visibility |
|---|---|
Internal | Only visible and assignable to internal Vintaflow employees |
External | Visible and assignable to both internal and external users |
Users can hold more than one role, and receive the combined permissions of all of them.
Permissions
Go to Users > Permissions to see the full permission catalog. Permissions are grouped by feature area - accounts, orders, products, inventory, warehouses, users, consolidation groups, custom fields, account types, and more.
Each area typically offers separate Create, Read, Update, and Delete permissions, so you can grant read-only access to one area and full control of another.
Filtering Users
- Use Search to find users by name or email
- Click Filters for advanced options:
- Filter by status
- Filter by roles
- Filter by date range
- Filter by last login
Related
- Account Types - the role attached to each account type
- Distribution Lists and Contacts - recipients who are not users
Updated on: 27/08/2026
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