Setting a User's Access Level

Once you have added users to Safe Ag Systems, you may need to change or remove their access at some stage. This can be done in Manage People.

You can update a user's Access Level, or use the toggle button to set the user to Inactive (to temporarily remove their access to your system until you set them back to Active). This can be done for individual users or multiple users simultaneously.



Manage an individual's Access Level

  1. From the left side menu, select People > Manage People.
  2. Find the user tile for the individual and click the 3-dot-png-1 menu, then select Edit.

    people-card-3dot-png

  3. In the Login Information section, select the new Access Level from the dropdown menu and click Save. You can select from the following access levels;
    1. Business Administrator – Access to add, edit and delete within all sections of Safe Ag Systems.
    2. Supervisor - Ability to add, edit and delete records relating to day to day management. Limited access to some reports, but no access to Business Details and other Administration functions.
    3. Worker – Access to view safety information, complete inductions, safety checklists and add certain records via the mobile app.
    4. Contractor (also Seasonal Worker) Access to view emergency and safety information and complete inductions via the mobile app only. Access to inventory is via QR Code only.


    Full details of what the different Access Levels can do can be found in the following article:

    Access Levels Explained

Once you have granted the user access to your system, a validation email will be automatically sent so they can set up their Username and Password.




Manage Access Levels for multiple users

manage-access

  1. In the left hand menu, select People > Manage People > Manage Access tab.
  2. Select the individuals whose Access Level you wish to change by ticking the checkbox next to their name. Then, select the Access Level that you wish to apply to these users in the Change Access dropdown list. You can select from the following Access Levels:
    1. Business Administrator – Access to add, edit and delete within all sections of Safe Ag Systems.
    2. Supervisor - Ability to add, edit and delete records relating to day to day management. Limited access to some reports, but no access to Business Details and other Administration functions.
    3. Worker – Access to view safety information, complete inductions, safety checklists and add certain records via the mobile app.
    4. Contractor (also Seasonal Worker) – Access to view emergency and safety information and complete inductions via the mobile app only. Access to inventory is via QR Code only.

      manage-access-select

      Full details of what different Access Levels can do can be found in the following article:

      Access Levels Explained

  3. Once selected click Apply.

If you are assigning an Access Level to a user who currently has no access, a validation email will be automatically sent so they can set up their Username and Password.