Roles Module#

Manage your farm team with different access levels. Assign roles to control what each team member can see and do in the app.

Key Features#

Role-Based Access#

Three user roles with different permission levels: Owner, Manager, and Worker.

Team Collaboration#

Add team members to your farm and assign appropriate roles based on their responsibilities.

Data Privacy#

Sensitive financial data like income is protected from worker access while allowing them to do their tasks.

Data Continuity#

When a user deletes their account, their data is transferred to the owner to maintain complete farm records.

User Roles#

Owner#

The farm owner has full control over all data and settings.

Data Access:

• All income, expenses, tasks, documents, yields, notes
• Analytics and reports
• All data from all users

Management:

• Can delete the farm
• Can manage all roles
• Can upgrade/downgrade any user
• Can remove users

Note: Only the owner can delete the farm. All data from deleted user accounts is transferred to the owner.

Manager#

Managers have almost full access, helping the owner manage day-to-day farm operations.

Data Access:

• All income, expenses, tasks, documents, yields, notes
• Analytics and reports
• All data from all users

Management:

• Can upgrade workers to managers
• Can remove users
• Cannot delete the farm
• Cannot change the owner’s role
• Cannot downgrade other managers

Worker#

Workers have limited access focused only on their own tasks and activities.

Can Access:

• Tasks assigned to them
• Expenses created by them
• Documents added by them
• Notes created by them
• Yields recorded by them

Cannot Access:

• Income details (farmer’s earnings)
• Analytics and summaries
• Reports
• Data created by other users
• Financial information

Note: Worker view is simplified to show only relevant information for completing their assigned work.

Permission Matrix#

Inviting Team Members#

How to Invite#

1. Go to Farmers section
2. Tap on Invites
3. Tap Create Invite
4. Send the invite to the person

For New Users#

Once they download the app and create an account, they will automatically see the invite. They can accept it to join your farm.

For Users Who Already Have a Farm#

If the person has already onboarded as an owner of their own farm, they need to:

1. Delete their existing farm
2. Re-load/restart the app
3. The invite will now be visible
4. Accept the invite to join your farm

Important: A user can only be part of one farm at a time. They must remove their existing farm before accepting an invite to another farm.

Account Deletion & Data Transfer#

When any user deletes their account, all their data is automatically transferred to the farm owner.

Process#

1. User initiates account deletion
2. All data created by that user is migrated to the owner’s account
3. Transferred data is marked/indicated as “transferred data”
4. Farm records remain complete and intact

Benefits#

• No data loss when team members leave
• Complete historical records maintained
• Continuity of farm documentation
• Transferred data clearly identified

Tips#

• Assign the Manager role to trusted family members or senior staff who need full farm visibility.
• Use the Worker role for laborers and temporary staff who only need to see their assigned tasks.
• Workers can record their own expenses and activities without seeing sensitive financial data.
• Review user roles periodically and upgrade workers to managers as they take on more responsibility.
• Only share Owner access with someone you fully trust, as they would have farm deletion rights.

Frequently Asked Questions#