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Assign a permission level to a team member
Assign a permission level to a team member
Updated over 2 years ago

Assign your team members a permission level to define what they can access in AgriDigital Onfarm.

Admins can go to Company > Team Members to add or edit a team member and set their corresponding permission level (see Add a team member or Edit a team member).

Note Only Admins can add, update, or remove team members.

AgriDigital Onfarm allows you to set each of your team member’s permission by any of these predefined levels:

Admin

  • Has full access to all AgriDigital Onfarm features

Contracts + Inventory + Settings

  • Has full access to Contracts and Inventory

  • Can access some Settings such as Storage Locations, Connections and Contacts, Delivery Locations, and Contract Terms

  • This permission level may suit a trader or marketer in your business

Deliveries + Inventory + Settings

  • Has full access to Deliveries and Inventory

  • Can access some Settings such as Farms, view Storage & Bins, view Connections, and Delivery Locations

  • This permission level may suit a farm manager or weighbridge operator in your business

Deliveries-Only

  • Has full access to Deliveries

  • No access to Inventory, Settings, or Contracts

  • This permission level may suit a casual or part-time weighbridge operator or helper during harvest

Limited Contracts + Inventory

  • Can only view the contracts they create

  • Has access to view Inventory and export it to CSV

  • This permission level may suit a broker or external partner of your business

Limited Deliveries + Bin Inventory

  • Has access to view My Bins only in Inventory; no ability to export it to CSV

  • Can only view the deliveries they create

  • This permission level may suit a truck driver or contractor in your business

View-Only

  • Has view access to all AgriDigital Onfarm features

  • Can export CSVs, print, and download PDFs

  • This permission level may suit an accountant or external partner of your business

Each level has permission to perform tasks as shown in the table below. Assign each of your team members a permission level to give them the most appropriate level of control.

Note Items marked as Limited in the table below means that the team member with the corresponding permission level can only see and access Contracts/Delivery records that they have created; they won't be able to view records created by other team members.

Team members with Limited Contracts permission level can view contracts created by other organizations, where your organization is marked as the Counterparty Contact.

Admin

Contracts
+
Inventory
+
Settings

Deliveries
+
Inventory
+
Settings

Deliveries-
Only

Limited Contracts
+
Inventory

Limited Deliveries
+
Bin Inventory

View-
Only

Contracts

View Contracts list screen


Limited

View Contract details screen


Limited

Create

Edit

Download PDF & Print

Cancel

Deliveries

View Deliveries list screen


Limited

View Delivery details screen


Limited

Create

Edit

Copy delivery

Download PDF & Print

Export CSV

Delete (incomplete)

Cancel (completed)

Inventory

View My Bins list screen

View All Locations list screen

Export My Bins CSV

Export All Locations CSV

Settlements (Invoices)

View settlements (invoices)

Create settlements (invoices)

Cancel settlements (invoices)

Settings - My Farms

View My Farms

Create My Farms

Edit My Farms

Add new Crop Year

Settings - My Storage

View My Storage Locations

Create My Storage Location

Edit My Storage Location

Remove My Storage Location

Settings - My Bins

View My Storage Bin

Create My Storage Bin

Edit My Storage Bin

Remove My Storage Bin

Settings - Vehicles

View Vehicles

Create Vehicles

Edit Vehicles

Remove Vehicles

Settings - Connections

View Connections Company

View Connections Contact

Create Connections

Create Contacts

Edit Contacts

Settings - Delivery Locations

View Delivery Locations

Create New Delivery Locations

Add Location to Delivery Locations

Settings - Contract Terms

View Contract Terms

Create Contract Terms

Remove Contract Terms

Company

View Company

Edit Company

View Team Members

Create Team Members

Remove Team Members

View Subscription

My Account

View My Account

Edit My Account

View Password

Edit Password

See also:

Tags: Settings - Company - Team-members - Create Edit - Assign a permission level to a team member - User role

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