Farms

Overview

Farms

Add Farm

Edit Farm

Edit Users

Overview

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This screen:

• Displays information regarding all farms associated with your billing accounts

• Enables you to add, edit, disable (coming) and transfer (coming) farms

• Enable you to add, edit or delete users associated with each farm

Farms

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When select the expand (down) arrow next to your username (email) at the top right of the screen, select the Farm menu option. The system will display a screen similar to what is shown below. The information on the screen is as follows:

• Add Farm - Select to add a new farm to one of your billing accounts (see Add Farms below)

• Farms Listing

  • Billing Account​ - the billing account name associated with the farm

  • Farm Name - the farm name

  • Farm Postal Code - the postal code of the farm

  • Farm Manager - the name of the Farm Manager assigned to the Farm (only one allowed)

  • Row Overflow (3 dots at end of row) - presents overflow menu items if selected

    • Disable Farm​ - Early 2019 release will provide the ability to disable the farm from the billing account which stops all billing activity for the farm and disables access to farm data

    • Edit Farm - displays current farm details and provides the ability to add or edit data

    • Edit Users - displays current users and roles and provides the ability to add or delete users or edit roles

    • Transfer Farm - Early 2019 release will provide the ability to transfer the farm and all associated data to another billing account. Requires billing account owner approval.

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Add Farm

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To add a Farm:

1. Select the ADD FARM button from the Farms listing screen

2. This will open a screen similar to what is displayed below. The information shown is as follows:

• Farm Name - currently the combination of Farm name and postal code must be unique

• Postal Code - currently restricted to 4 digit New Zealand standard

• Farm Manager Email Address - the email of the person designated as Farm Manager. They will receive an email with a link to accept this. This user's username and password must be used to Signup the tablet application after initial installation to lock it to the correct farm

• Select Billing Account - select from one of your previously established billing accounts.

• NAIT # - the NAIT number of the farm (optional but required for NAIT Reporting to function) - must be 2-6 or 8 digits

• NAIT System Username - the username used on the NAIT system for the farm (optional but required for NAIT Reporting to function)

• NAIT System Password - the password used on the NAIT system for the farm (encrypted) (optional but required for NAIT Reporting to function)

3. ADD FARM button

• Once Farm Name, Postal Code, Farm Manager Email Address and Billing Account has been entered, the button will become active (green)

• Once selected, it will check that Farm Name and Postal Code combination is unique and, if so, will remove the dialog screen and return the user to the Farms screen with the new farm information presented in the table

• The Farm Manager email entered will receive an email with a link to select to accept the invitation

Edit Farm

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To edit a Farm, select the 3 dots at the end of the row of the farm you would like to edit. This will present a menu listing with Edit Farm as an option.​

Once you select the Edit Farm option from the menu, it will display a screen similar to what is shown below. 

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The information on the screen is exactly the same as the Add Farm screen except the Farm Manager email fields are removed. From here you can add or edit any of the information. The SAVE CHANGES button will activate (turn green) after any edits or additions as long as something is entered in the Farm Name, Postal Code and Select Billing Account fields. The NAIT fields are optional but required for NAIT Reporting to function.

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Once the SAVE CHANGES button is selected, the screen will be removed and all changes saved to the system.

Edit Users

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To edit Users for a Farm, select the 3 dots at the end of the row of the farm you would like to edit. This will present a menu listing with Edit Users as an option.​

Once you select the Edit Users option from the menu, it will display a screen similar to what is shown below. 

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The information on the screen is as follows:

• Add User button (see below)

• Listing of Users including the following

  • Name that they entered in the system when they established their account

  • Email registered in the system

  • Role for the Farm  - either Account Owner (1), Farm Manager (1) or Farm Viewer (multiple allowed)

    • Note: If the user has been added, sent the invitation email and they have not selected the link and accepted the invitation, this will be shown with "Invite Pending" along with a RESEND button that will resend the invitation email​

  • Delete button - will remove the user from the farm

After selecting the Add User button, it will display a screen similar to what is shown below. To add a user, simply enter a valid email address and select a role from the available options. Note - Only available options will be displayed. If a Farm Manager is already assigned, the Viewer role will be the only role available. The Viewer role only provides access to the Home, Records, Analysis and Account screen. There is no limit to the number of Viewers that can be assigned to a farm.

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Once the ADD USER button is selected, the screen will be removed and the user will receive an invitation email. Once they select the link in the email and accept the invitation, they will has access to the Farm data.