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Manage Users

Tom Copeland

Tom Copeland

CEO, Matterflow® | support@matterflow.com

Category: VineConnect®

Control admin portal access with user roles and permissions

You can add up to five (5) internal users to your VineConnect® Admin Portal, each with different permission levels. This lets you delegate admin responsibilities while maintaining control over sensitive features.

Adding a New User

  • Click the "Add New" button on the Manage Users page
  • Enter the new user's email address
  • Choose their permission level: Tenant Viewer or Tenant Manager
  • Click "Invite" to send the invitation
  • The user will receive an email invite and can set their own password upon confirmation. They'll have immediate access to the admin portal.

    User Roles and Permissions

    VineConnect® supports two permission levels:

    Tenant Viewer (Read-Only Access)

  • View the VineConnect® Dashboard only
  • Can see client access logs (successful and failed logins)
  • Can view client feedback logs with date range filters and export capabilities
  • Can access text reply logs with date range filters
  • Cannot modify any settings or configurations
  • Tenant Manager (Full Admin Access)

  • Control all features and settings of VineConnect®
  • Make configuration changes
  • Manage other users
  • Access all admin functions
  • Default permission: If you don't select "Tenant Viewer" when adding a user, they'll automatically be assigned Tenant Manager permissions.

    Managing Existing Users

  • Change permissions — Use the dropdown next to any user to change their role from Viewer to Manager or vice versa
  • Remove a user — Click the trash icon next to a user and confirm the deletion
  • Future User Types

    We're currently planning to expand user types to include Providers, Practitioners, Experts, and Consultants. These roles will allow external team members to view the Client Portal without admin access.