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GLGM Web - Setting User Permissions & Allocating Sites

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Written by Alan Baldwin
Updated over 6 months ago

Within Farm Management, there are two levels of permissions: one for subscription and one for each site.

When a person registers as a user in GLGM, the user will select a subscription. This user becomes the administrator of the subscription. The subscription is the container that holds the details about the registered user(s), the company and any company policies.

ROLES AND PERMISSIONS

* Applies only to sites to which the user is assigned. Depends on site level permissions.

** Read only access

The subscription Administrator can add additional users to the subscription. When doing so, a site role can be assigned to each user. These roles are defined below:

* A site can only be removed if there are no other assigned users sharing the site.

Additional Notes

  • Plans can only be edited by users that created them.

  • Inspections can only be edited by users that created them.

  • A restricted user can only edit Activities that were created by them.

  • When disconnecting a user from a site, the user who is being disconnected will receive a notification informing them they will no longer have access to the site within their subscription. Any user can remove themselves from a site.

Additional Sharing Rules

In addition to the user permissions defined above, when inviting a user from a different subscription to share a site, the following rules apply:

  • Users that are subscribed in an ‘Agri Service Pack’ (all agronomists) will NOT have visibility of plans made by a user from a different Agri Service Pack subscription. This will ensure that agronomists will not be able to see plans made by a competing agronomist where the advisory business on the farm is split. This will still provide the flexibility for agronomists to see any plans made by the farmer.

  • If the advisory business on a farm is split between two or more agronomists from the same Agri Service Pack subscription, each agronomist’s plans will be visible to each other.

  • Application details will be visible to all users sharing a site, irrespective of the subscription.

  • To disconnect a user, you must have invited them to share the site.

ADDING USERS TO YOUR SUBSCRIPTION AND/OR ALTERING USER PERMISSIONS

  • Go to the Subscription page in the top tool bar.

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  • Select the Users and then click on Add User.

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  • Enter their First Name, Last Name and Email Address; adding a User Code is optional.

  • You need to assign the user with a role type; to establish the authority levels of each, simply select the role from the drop down list and review the list of responsibilities it has. The list remains the same and the authorities are indicated by a green tick to the left of the task.

  • Once decided, assign the role of the new user as Admin, Manager, Standard, or Reporting and click Save.

NOTE: Adding a new user will attract an increase in the subscription fee; if you wish to share a site with another GLGM user, see ‘Sharing a Site’.

SITE ALLOCATION

  • Select Users and then Site Allocation

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  • Select Sites and then find the required site from the list.

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  • Type the name of the person you want to share the site with under Other Users and then drag their name over the list of Current Users.

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  • A pop-up box will appear; select the permission level and then Save.

  • Alternatively you can reallocate sites from one user to another through Subscription and Users.

  • Select the user from the list; the list of sites they manage will display on the page.

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  • Click on the sites you want to reallocate to another user and drag them so they are over Other Sites.

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  • A pop-up will appear where you have the option to assign the sites to someone else (within your subscription).

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  • Press Continue to complete the reallocation of sites.

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