Click "My Dashboards", and select the account (winery) you'd like to modify:
Open the Account Settings screen:
Under "Team Members", click "Add Team Member" and enter the new email address:
Select a user role, set email preferences, then click the SAVE button:
The new Team Member will receive an email from ETS - if they don't have a login already, they will be asked to create one when they accept the invitation.
What are the different user roles?
You can restrict access for each user to either Lab Results (Reporting User), Billing Info (Billing User), or both (Full User).
What can administrators do?
Team Members marked as administrators have additional access that other team members do not. Administrators can:
- Invite new users to access an account
- Remove users from an account
- Add or remove administrator rights on all users
- Change the account's mailing address
- Set preferences for mailed copies of reports and/or invoices
Your account can have as many administrators as you'd like.
If someone requests changes to an account's settings by phone or email, ETS staff will need to get the changes approved by one of the account administrators.