Getting Started Retailer

#1 – Setting Up a New User

Last Updated on: July 24, 2023 Reading Time: < 1 minute

Click Manage Users in the sidebar menu. Click New User. Enter the customer information and assign the proper role to the user.          Click Save. This will alert the user via email of their new account, prompting the user to login. Invitations expire in 24 hours, at which point the link in

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#1 – System Management

Last Updated on: April 18, 2023 Reading Time: < 1 minute

System Management comprises two parts – user management and group management. In User Management, an administrator can edit existing user, create new users and assign roles. In Group Management, administrators can add and edit groups. Click System Management in the sidebar menu to access these two features. In the System Management window, Select Users or

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#2 – Manage Groups

Last Updated on: July 24, 2023 Reading Time: 2 minutes

Click User Setup. The User Setup window opens. Click Add Group. To add a user to an existing group: Select an existing group. Select Add Producers to display a list of producers in the system. Click Add next to any producer to add them to the group. To remove a user from an existing group:

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#3 – Add Growers

Last Updated on: July 24, 2023 Reading Time: < 1 minute

After creating Users and Groups, you are ready to add Growers. Click Growers in the side menu. On the Growers page, click Add Grower or use the search field to find existing growers. Enter Grower Name and Tag . Click Save. Add the grower to groups after saving. Next Step: Add a Farm Previous Step:

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#4 – Add Farms

Last Updated on: July 25, 2023 Reading Time: < 1 minute

You can add Farms after adding Growers. From the Growers screen, select the grower that you want to add a farm to. Click Farms> + Add Farm or use the search field to find existing farms. Enter farm name and grower name>Save. With your Farm created, you can now add Fields to your farm. Next

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#5 – Add Fields

Last Updated on: July 25, 2023 Reading Time: 2 minutes

You can add fields manually or by importing shapefiles. Add Fields Manually From the Farm page, click Add Field. Add the Field Name and Grower Name.   Select the Farm Name from the drop-down menu. Select the boundaries of your field using the Polygon tool on the map or enter the Latitude and Longitude of

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