Getting started with Company and Team accounts

Getting started with Company and Team accounts

Create a new user account

  1. To begin, please create a new user account in BoviSync that will be used as the admin for the company. Instructions on creating a new user can be found here, or go directly to https://bovisync.farm/newuser/. 

Create your company

  1. Go to https://bovisync.farm/newcompany/
  2. Enter information into all of the required fields.
    3. Warning
    1. Company name can't exceed 24 characters - anything longer will be truncated
    2. Default team permission for farms will be the name without spaces - It should be unique and identifiable to any potential client
  3. Click Create Company
  4. NOTE: Only click on Create Company one time! There may be a slight delay as your Company account is being created.


Info
When you create a new company, it will create two BoviSync accounts:
1) A company admin account, in the example above: June Dairy_Admin
2) Your company's team account: JuneDairy
You will initially be logged into your company admin account.
  1. You are now logged into your Company Admin account

Account Management: Navigating your admin account

  1. Navigate to Account Management by clicking on the gear icon next to your user name and company name in the upper right of the menu

Employee Management

  1. Employee Mngt lists all user permissions within the company, including all organizational units.
  2. You do not add users in this view.
  3. You have the ability to remove a user, which will then remove the user from all teams and farms that they have access to.
  4. You can also update a user's permission, promoting/demoting from owner or admin privileges

Teams

  1. Teams lists all Teams with the Company, and provides a direct login link to each Team.
  2. It also has the functionality to create new Teams.
    1. Please note that the base Company subscription will not allow you to create additional Teams.
    2. You can only create additional teams if you are subscribed to a Team, TeamPro, or Enterprise subscription.
    3. Please review subscription options, here.
    4. The Enterprise subscription allows you to create Teams and Sub-Teams


*NOTE: Can only create additional Teams if you have a paid Team subscription (Team, TeamPro, or Enterprise)



Farms

  1. The Farms tab lists all farms that have granted your company permissions.
  2. It provides the direct login link, as well the latest dates of event entry.


Billing

  1. In Billing, you can enter or update your billing details: billing account and invoice details

Address

  1. In Address, you can edit your address or tax registration number details
  2. Make sure to click Save after you make your changes


Advanced Options

  1. This tab will contain advanced features you can opt-into.


Subscription Store

  1. The Subscription Store is where you can manage your subscription, which includes unsubscribing or upgrading your subscription.
  2. Subscription descriptions are available in this tab, and can also be found here:  https://bovisync.com/team-accounts/

Data Access

  1. Theis tab contains credentials for managing the API, including Client ID and  Client Secret
  2. The User is the username that farms must grant access to in order for you to view/pull their data via the API
  3. A link to the BoviSync API Docs is provided
  4. You are able to store Snowflake Locator data


Related Links

    • Related Articles

    • Managing Team Accounts within a Company

      Background Once you've created a company within BoviSync, you can start adding and managing teams within your company. An example of this can be different regions (ie North, South, etc). This article walks through managing and using the Team ...

    • Permissions and Accounts

      Intro Sharing your data with others on BoviSync is quick and easy. The producer decides who has access to their data and which permission levels that user has. BoviSync support cannot give access, this must be done by admin users on the farm. Below ...

    • Add a Permission: (User) (non-existing BoviSync account)

      Written Instructions: 1. Go to Setup > Account Management: 2. Click 'Farm Access' 3. Then, click 'Add Permission' 4. Type the e-mail address of whom you wish to give access to your herd: 5. Then, click 'Add' An e-mail is sent to the person with a ...

    • Grant Team Access to your BoviSync herd

      Follow the steps below to grant a Team access to your BoviSync herd. 1. Click on the gear icon with your username and farm name or Click Here 2. Click "Team Access" tab 3. Click "Add Team Permission" 2. Type the team's name into the box and click ...

    • Add a Permission: (User) (pre-existing BoviSync account)

      Written Instructions: 1. Go to Account Management: 2. Click 'Farm Access' 3. Then, click 'Add Permission' 4. Type the e-mail address of whom you wish to give access to your herd: 5. Then, click 'Add 6. You will receive this notification: 7. ...