Congratulations on signing up for an Agrista Enterprise account! During the registration process a primary user account was created. You can use this account to get set up and customise your Enterprise instance.
Setting up your organisation to use Agrista basically involves the following steps:
1 Signing in as the administrator
2 Creating users, roles and organisation units
3 Assign users to roles and organisational units
Signing in as the administrator
During the Enterprise registration process, your company was required to nominate a primary contact. This person is automatically added into your Enterprise instance as the administrator.
Sign in use this account.
Your Enterprise account can be configured to accommodate your company's size and structure. Using user roles and organisation units you can restrict the features and customer groups that your users can have access to.
The Role Manager is a tool to control what users can and cannot do within the system, e.g. a manager would need access to the Reports feature, while field staff may only need access to the tasks feature. A user role is assigned to each user when their account is created. It grants them access to the basic system and controls which applications they will see on their main menu.
Add a user role
Set up different user roles in the Role Manager and assign applications to each role.
- Navigate to Role Manager on the main menu
- Click the New Role button
- Enter a name for the role
- Click Add
- Assign applications to the role
- Click the Save button
Remember to click the save button, otherwise your changes will not be updated.
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|Asked: 1/26/17, 10:31 AM|
|Seen: 129 times|
|Last updated: 6/9/17, 7:19 AM|