Manage Team Members :

Team members are users that have been granted access to your Vinoshipper account. Only account owners can manage team members.

Add team member

Sign in to your Vinoshipper account.
Go to Account > Team Members.
Click Add team member.
Add the full name, title (optional), and email address of the person you wish to give access to your Vinoshipper account.
By default, team members are granted the same permissions as the account owner, except they cannot manage team members. You may choose to limit the team member's permissions, see Set Team Member's Permissions.
A unique, 4-digit personal identification number (PIN) is automatically assigned to new team members granted the mobile app permission. Make sure to provide the assigned PIN to your team member as they will need it in order to access the mobile app.
(Optional) If you want to assign a different PIN to the team member, click Generate or manually enter a different PIN.
Once you are done providing the team member's info and selecting their permissions, click "Save.
If the team member was granted the website permission:
1. The email address provided will be used as the team member's username when accessing vinoshipper.com.
2. The team member will receive an email invitation prompting them to create a password.
3. Once the team member creates a password, they will have access to your account on vinoshipper.com.
If the team member was granted the mobile app permission, they are now able to access your account via the mobile app on a registered device using their assigned PIN.

Reasons to add team members

Security: As people come and go, their access can be withdrawn.
Employee tracking: Track who is completing transactions, adding club members, and earning tips.
- When going through the Place an Order feature, choose who the order is "Sold by". This will attribute the sales and tips to this employee.
- When using the mobile POS, each employee will have their own log in, automatically attributing sales and tips to the person who is logged in.
- Within the app or online, you can also select who a customer has been "Enrolled by". This will automatically select whoever is logged in but can be changed to any other team member.
Website: This is often used when website managers need access to your Vinoshipper account to add your shopping cart and online club member registration to your website. As soon as their job is done, you can remove their access.
Updates, Changes & New Benefit Notifications: Announcements are sent to keep everyone updated on regulatory changes, features, benefits, and savings. These are important and often provide time and money-saving details. Updates are sent to all team members.

Set team member's permissions

Team member permissions can be set when adding a new team member, editing an existing team member or reactivating a team member.

By default, new team members are granted the same permissions as the account owner; except they cannot manage team members. You can further limit the team member's permissions by toggling the applicable permission off.

Permissions

Website: Controls whether the team member has access to your account on vinoshipper.com.
Dashboard: Controls whether the team member has access to your account dashboard on vinoshipper.com.
Reports: Controls whether the team member has access to your account's reports on vinoshipper.com.
Mobile app: Controls whether the team member has access to your Vinoshipper account via the mobile app.
Register devices: Controls whether the team member has permission to register devices for the mobile app.
Custom discounts: Controls whether the team member has permission to apply custom discounts to orders being placed via mobile app.

Edit team member

Sign in to vinoshipper.com and go to the "Account" menu.
Select "Team members".
Find the team member whose info or permissions you wish to change and click "More options".
Select "Edit".
Update the team member's full name, title (optional), email address, PIN and/or permissions (see Set Team Member's Permissions).
Click "Save".

Resend invite to team member

Team members that have been granted the website permission but have not yet created a password can have their invite re-sent.

Sign in to vinoshipper.com and go to the "Account" menu.
Select "Team members".
Find the team member who needs their invite re-sent and click "Resend invite".
Confirm that you would like this invite re-sent.
The team member will receive an email invitation prompting them to create a password.
Once the team member creates a password, they will have access to your account on vinoshipper.com.

Deactivate team member

Sign in to vinoshipper.com and go to the "Account" menu.
Select "Team members".
Find the team member you wish to deactivate and click "More options".
Select "Deactivate".
Confirm that you would like this team member deactivated.
The team member no longer has access to your Vinoshipper account.

Reactivate team member

Sign in to vinoshipper.com and go to the "Account" menu.
Select "Team members".
Click the filter dropdown and select "Deactivated".
Find the team member you wish to reactivate and click "Reactivate".
Review and update the team member's full name, title (optional), email address, PIN and/or permissions (see Set Team Member's Permissions), if necessary.
Click "Save".
If the team member was granted the website permission:
- The email address provided will be used as the team member's username when accessing vinoshipper.com.
- The team member will receive an email invitation prompting them to create a password.
- Once the team member creates a password, they will have access to your account on vinoshipper.com.
If the team member was granted the mobile app permission, they are now able to access your account via the mobile app on a registered device using their assigned PIN.