🔐 Required Role Permissions: Grant, Users
You can assign different roles to your users to group them based on the area they work in. You can also update a user's details, resend their invitation, reset their password, or archive users who no longer need access.
Create a New User
Create a user entry in your Ventrata account settings.
Create a user entry in your Ventrata account settings.
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Press the + New User button.
New User
Enter user's name.
User Name
📒 NOTE
The 'Active' checkbox is ticked by default. When unticked, the user account cannot be accessed.
Enter the user's email address.
Email
📗 TIP
This address is the user's username when they log in to the Ventrata Dashboard.
(Optional) Enter the user's mobile phone.
Mobile
Select user account attributes:
Notification email cc - the user will receive updates on all bookings
Admin - the user has access to the entire Ventrata Dashboard, can create, delete and update user accounts and their roles
Notification Email Cc & Admin
Enter a supervisor pin (optional).
Supervisor Pin
📒 NOTE
This pin is used to override certain restrictions for sellers on terminal devices, for example, order cancelation.Press the Create User button.
Create User
Once you create the user, they receive an invitation email to set up their Ventrata account. They must open it within 7 days.
Invitation
Update a User
Change a user's details or account attributes.
Change a user's details or account attributes.
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Open the user account you want to change.
Change the details you need.
Press the Update User button.
Update User
📗 TIP
To change which roles, destinations or products a user can access, edit their grant. See Grant User Access.
Resend Invitation
Send the invitation again if the user has not accepted it yet.
Send the invitation again if the user has not accepted it yet.
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Open the user account.
Press the Resend Invitation button.
Resend Invitation
The user receives an invitation in their inbox to set up their Ventrata account. They must open it within 7 days.
Invitation
📒 NOTE
The Resend Invitation button is only available for users who have not yet accepted their invitation. Once they accept it, the button is replaced by the Reset Password button.
Reset a User's Password
Send a password reset to a user who has already accepted their invitation.
Send a password reset to a user who has already accepted their invitation.
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Open the user account.
Press the Reset Password button.
Reset Password
The user receives an email with a reset link. They must open it within 15 minutes and set a new password.
Reset Password Email
⛔️ WARNING
Resetting a user's password also deletes their multi-factor authentication (MFA) settings. If your organisation has enabled MFA, the user is asked to set up their authenticator app again after setting a new password.
📗 TIP
Users can also reset their own password with Forgot your password? on the login page. This does not affect their authenticator app.
📒 NOTE
If you are an admin user and need your own password reset, contact Ventrata Technical Support.
Archive and Restore a User
Remove a user who no longer needs access. Archived users can be restored later.
Remove a user who no longer needs access. Archived users can be restored later.
Archive a User
Archive a User
📗 TIP
If you want to block access only temporarily, untick Active on the user account instead of archiving it.
Active
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Open the user account you want to archive.
Press the Archive button.
Archive
📗 TIP
To archive multiple users, tick the checkboxes next to their names and select the Archive bulk action.
Archive Bulk Action
Press OK to confirm.
Confirm
Once progress reaches 100%, the user is archived.
Progress
⛔️ WARNING
Archiving a user removes their access to the Ventrata Dashboard.
Restore a User
Restore a User
In the Ventrata Dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Press the Restore button above the users table.
Restore
Tick the checkboxes next to the users you want to restore.
Select the Restore bulk action.
Restore Bulk Action
Press Restore to continue.
Restore
Once progress reaches 100%, the user is restored.
Progress
When a user is restored, they receive an invitation to set up their Ventrata account. They must open it within 7 days.
Invitation
Grant User Access
Grant existing users access to roles, destinations and products.
Grant existing users access to roles, destinations and products.
In the Ventrata Dashboard, go to Supplier Settings > Grants.
Grants
Press the + New Grant button.
New Grant
Select a user from the list of existing users.
User
Assign one or multiple roles.
Roles
📗 TIP
A role is a set of permissions. Different roles may have different sets of permissions. Make sure you only give users permissions to areas where they really need them.📒 NOTE
When a user is flagged as 'Admin', there is no need to assign a specific role which includes all of the permissions.
Keep 'Allow All Destinations' checked to allow the user to access all supplier destinations or restrict their access by disallowing specific destinations.
Keep 'Allow All Products' checked to allow the user to access all supplier products or restrict their access by disallowing specific products.
Allow / Disallow Destinations & Products
⛔️ WARNING
Disallowing a destination or product will hide any bookings, transactions or products (if a destination is disallowed) associated with the disallowed items.Press the Create Grant button.
Create Grant