Team accounts and roles
Every plan above Cellar Hand lets you bring colleagues into your account with their own login. Each member gets a role that controls what they can see and change, and everything they do is attributed to them personally.
Invite a team member
- Open your account menu (top right) and choose Team & activity (
/settings/team). - In the Invite a member panel, enter your colleague's email address.
- Pick a role from the dropdown, then press Send invite.
- The member appears in the table with an INVITED badge until they accept.
You can change a member's role at any time from the dropdown in the table, or press Remove to take them out of the account.
Roles
| Role | What it can do |
|---|---|
| OWNER | The account itself — full control including billing |
| ADMIN | Everything except billing and GDPR; can manage members |
| WINEMAKER | Read/write production, cellar and calendar; vineyard read-only |
| VINEYARD MANAGER | Read/write vineyard and calendar; production read-only |
| VIEWER | Read-only across the whole account |
| CREW | Seasonal worker: read-only plus completing assigned work orders — and it doesn't use a seat (Vineyard plan and up) |
Accepting an invite
The invitation arrives by email. Opening the link brings you to the acceptance page, where you sign in — or create a free account — with the same email address the invite was sent to, then open the link again. Once accepted, press Enter the account → to start working in it.
Switching accounts
If you belong to more than one account, the user menu shows an Acting in section listing My account plus every account you're a member of, with your role beside each. Pick one to switch — the page reloads so all data stays consistent. While you're working inside a team account, a badge with the account's name appears in the header so you always know whose data you're editing. Switch back from the same menu.
Seat limits
Seats are counted per account (the owner plus invited members). CREW members are seat-free.
| Plan | Seats |
|---|---|
| Cellar Hand | 1 |
| Winemaker | 2 |
| Vineyard | 5 |
| Estate | 10 |
| Winery | Unlimited |
The Team page shows your current usage (for example "3 of 5 seats used"). When all seats are in use, inviting another member prompts you to upgrade your plan.
The activity log
From the Team page, press Activity log → (or go to /settings/audit) to see who changed what in the account — every create, update and delete, attributed to the person who did it, along with invitations, role changes and removals. The log is available on the Vineyard plan and above.