Clients / Groups
Select a client to view and edit its details, sites, and users.
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Clients / —
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Client / Group Name
Sites linked to this client
Clients / New Client
New Client / Group
Sites / Wineries
Select a site to configure its compliance programmes, operational systems and users.
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Compliance Programmes

Enable the business capabilities this site subscribes to. Published client and site templates become available automatically within each enabled programme.

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Compliance Features

Enable the compliance capabilities included for this client. Programme access determines what they manage; these switches determine which platform tools are available.

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Enable optional operational systems purchased by this client. Core navigation and administration remain available according to the user's role.

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Portal users assigned to this site.

Sites / New Site
New Site / Winery
Assigned Audit Modules

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Tick the modules this winery may use. Unticked = all active modules visible.

Portal Feature Access

The selected subscription package controls the default Quick Action tiles. Manual changes automatically mark the setup as Custom.

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Portal Users
Select a user to view their profile, site access and reset password.
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Email / Login
Role
Display Name
Status

Switch to the Edit tab to change name, role, status, or site assignment.

Assigned Client
Assigned Site

To change assignment, use the Edit tab and update the client / site dropdowns.

Every active user can view all modules enabled for their site. Tick Edit to let this user make changes in that module. Unticked = view-only.

Module View Edit
Users / New User
Create Portal User
Create the login, assign the person to a client and site, and choose their operational role. The user will land on their personalised work queue while retaining view access to the wider site workspace.

Will log in as: username@apex-login.local

This determines the site data and work queue the user sees.

Active Audit Modules
Archive old modules so they can't be used for new audits. Historic records stay available.
Compliance Programmes → Template Library → Inspection Schedules → Import Modules →
Module NameCodeStatusIDActions
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