Manage Users

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
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)
Tenant Manager (Full Admin Access)
Default permission: If you don't select "Tenant Viewer" when adding a user, they'll automatically be assigned Tenant Manager permissions.
Managing Existing Users
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.
