Managing Team Accounts within a Company

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 accounts.

Create new user accounts

  1. You will need to create a new user account for each person you would like to add. Instructions on creating a new user can be found here, or go directly to https://bovisync.farm/newuser/.
Alert
Without an active account, a user cannot be added to a team.

Log into your team account

  1. When logged into your team account, to manage your account, you will need to click on the gear icon with your username and team account name or go directly to https://staging.bovisync.farm/setup/account/.


Team Users

  1. In Team Users tab, you can add and remove users from your Team.
  2. Users in this table will have access to all farms that have given permission to the Team.
  3. You will find the Username for Farms to grant permission to, to view their farm data. In the example below, JuneDairy.

Farms

  1. The Farms tab lists all farms who have granted your team permission to view their data.
  2. The list includes the Farm name, last event entry dates, and a direct login link to the farm.
  3. When you click on the Login link, it will log you into that farm.

  1. Team accounts may want to create farm accounts, billed to their team account. They have the option to do so, directly from the Farms tab. The most common option is to create a DataSync account. In this account type, data is imported into the farm daily from an outside herd software.

  1. In this example, when you click on Subscribed to DataSync, it will take you to the Create a New Farm page, and it will pre-fill in the subscription type (DataSync), billing account (June Dairy), and billing email (junedairy@bovisync.com).
  2. Enter the farm details, and then click Create Farm.

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  1. Once the farm is created, it will take you to the farm home page.

  1. When you open the Account Management for this farm, you will notice in the Team Access tab, the June Dairy team automatically has Read Only access to the farm
  2. Billing information is set to June Dairy




Login Options

  1. When choosing what account to log into, you will now see options to either Open Herd or Open Team
  2. Open Herd will take you to a list of all herds you have access to
  3. Open Team will take you to a list of all Teams you have access to.

Open Herd




Open Team


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