How to Manage Admin Roles and Inviting a New Admin to Your Farm
GrownBy allows multiple administrator accounts with different logins. This allows a farm to share info on GrownBy with collaborators without sharing some info that might be more sensitive (like your distribution volunteers don’t need to see your Stripe payouts!) Each admin account has a specific role assigned to it which controls what parts of your GrownBy account they have access to.
What are the roles?
There are four roles available: Owner, Admin, Accountant, and Distributor.
This is what they mean:
Owner- This is the email address that claimed the farm. There is only one owner role, but the roles mirror the admin. The current owner of the account can re-delegate the owner role to a different person.
Admin - An admin has access to all parts of your GrownBy account. People assigned this role might include Farm Owners, managers, etc.
Accountant - An accountant has access to the financials. They can see the Dashboard main view, Your Shop, Customers, Invoices, Orders, and Farm Info. Accountants don’t see your Products, Schedules, Locations, etc.
Distributor - A distributor is someone who helps distribute your products. Perhaps they are a CSA site-manager, a delivery driver, a packhouse manager, or have a similar role in your business. A distributor has access to the Dashboard main view, Your Shop, Customers, Orders, Invoices, Distributions (including sign-in sheets, importantly!), and Farm Info. Distributors can’t see sensitive financial or payment information.
Creating a New Admin
First, go to your dashboard and click Account & Set-up. Scroll down to the Farm Team section and at the bottom of the section click Add New. It looks like this:
When you click on Add New, a pop-up will appear that looks like this:
Select the role that you would like to assign and enter the person’s email address into the next field. These email addresses need to be carefully entered with the correct capitalization as GrownBy is working to ensure optimal safety in this step. Click “Invite”.
The new admin will receive an invitation via email that looks like this:
Once they click Accept Invite, they will be asked to create and login to their new GrownBy account. If they already have an account, they will just be able to login and then will see a screen asking them to Accept the Invitation. It looks like this:
Once they’ve accepted the invitation, they will be able to access whatever parts of GrownBy their role allows.
Still have questions?
We have answers. Email GrownBy support directly at [email protected], or schedule a one-on-one call with one of our team members. A real human with farming experience will get back to you as soon as possible!
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