WineDirect Compliance Documentation



Edit User

Watch the video or read the following text to learn about editing Users:

Add New User: Learn how to add a new User. Learn More >

Update User: Learn how to update current Users. Learn More >

Delete User: Learn how to delete User accounts. Learn More >


Add New User

1.  Select Accounts and then select New User in the upper right of the window.

2.  In the pop-up window appears enter: Name, Email, Password, Re-enter Password, Assign a Role (see user role matrix), Contact Person (for reporting), and Authorized Signer (for reporting)

3.  Select Save in the lower right to properly save your changes.

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Update User

1. Select Accounts > User you wish to update.

2. Change the entries in the desired fields.

3. Select Save in the lower right corner.

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Delete User

1. Select Accounts > User you wish to delete.

2. In the pop-up window, select Delete in the lower left corner.

3. You will receive a message asking if you are sure you want to delete.

4. Click OK to save your changes.

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