First Time Login
- Check email for invitation link
- Click "Complete Registration"
- Create password (8+ characters with mixed case, numbers, special characters)
- Complete profile information
- Access granted
Invitation links expire after 7 days
Password Reset
- Click "Forgot Password" on login page
- Enter your email address
- Check email for reset link (expires in 1 hour)
- Create new password following requirements
- Login with new credentials
Reset links expire after 1 hour
Pro Tip
Bookmark the trade URL and save your credentials in Keeper for quick access.
Portal Workflow Process
🏢
1. Initial Setup
Create the foundation for your wine portfolio
Add Wineries
Configure Brands
Set Permissions
🍷
2. Wine Management
Add your wine catalog with complete details
- Create wine records with unique SKUs
- Add vintage, varietal, and appellation
- Set production details and UPC codes
- Configure wine status (Active/Upcoming/Archived)
📁
3. Asset Creation & Upload
Upload all marketing and technical materials
Bottle Shots
Tech Sheets
Awards
Labels
Marketing
🔗
4. Wine-Asset Association
Link assets to specific wines for organized access
Pro Tip: Assets can be associated with wines during upload or updated later through the edit function.
🌐
5. Distribution & Access Control
Control who can access your assets
Admin
Full system control
Editor
Content management
Public
Public assets only
Key System Features
Version Control
Automatic versioning for all asset updates
Bulk Operations
Upload multiple files, batch downloads
Smart Search
Find assets by wine, winery, or category
Analytics
Track downloads and asset popularity
Full system control and management
Permissions:
- View all assets
- Upload/edit/delete assets
- Manage users
- Manage wineries & wines
- View analytics
- System settings
Full Access
Content management and publishing
Permissions:
- View all assets
- Upload/edit assets
- Manage wines
- View analytics
- Delete assets
- Manage users
Editor Access
View and download marketing materials
Permissions:
- View public assets
- View trade assets
- Download bulk assets
- Upload assets
- Edit content
- View analytics
View Only
Wine Management
Wines are a core organizing principle for assets in the portal.
Wine Properties:
| SKU |
Unique identifier (e.g., KU23SBBCSE12C01-S) |
| Name |
Display name |
| Vintage |
Year of production |
| Varietal |
Grape variety |
| Status |
Active
Upcoming
Archived
|
Wine Actions:
Create new wine
Edit wine details
Change wine status
Archive wine
Note: Only active wines appear in upload dropdowns. Upcoming wines are shown separately for planning purposes.
Asset Categories
Photography - Lifestyle & vineyard images
Technical - Spec sheets & tech docs
Bottle Shots - Product photography
Marketing - Sales materials
Awards - Medals & accolades
Logos - Brand assets
Access Levels
PUBLIC
Visible to all users
TRADE
Trade partners and above
ADMIN
Administrators only
File Requirements
- Max file size: 50MB per file
- Supported formats: JPG, PNG, PDF, AI, EPS, SVG
- Batch upload: Up to 10 files at once
- Automatic thumbnail generation for images
Key Metrics
| Total Downloads |
2,847 |
| Active Users |
156 |
| Total Assets |
1,234 |
| Active Wines |
48 |
Note: These are example numbers
Click the "Forgot Password" link on the login page, enter your email address, and follow the instructions sent to your email. The reset link expires after 1 hour.
The portal supports JPG, PNG, GIF, PDF, AI, EPS, and SVG files. Maximum file size is 50MB per file, and you can upload up to 10 files at once.
Select multiple assets by clicking the checkbox on each asset card, then click the "Download Selected" button. The assets will be downloaded as a ZIP file.
Asset visibility depends on the access level you set: PUBLIC assets are visible to all users, TRADE assets are visible to trade partners and above, and ADMIN assets are only visible to administrators.