Below is a detailed walk-through of the new MyGrower account management workflow. The purpose of this project is to allow your members to sign up via a web link or mobile app. You can now manage and add new members directly from our Account Management tab.

How do I enable the Sign-up Feature?

• From the “My Site” page, select the Settings tab.

• Click yes on the “Allow Sign Up”

2. After completing step #1, the sign-up feature is enabled.

• There will be two ways your growers will be able to access the sign-up form

• Web link: Picture below

• The main screen of your white label mobile app If you do not have a white label app, you will need to direct users to the web link.

3. Above is a picture of the sign-up form. Your growers will complete the above form and click send when done.

Required Fields on Sign-up Form

• First Name, Last Name, Email, Phone & Account.

• Growers may sometimes have multiple accounts. An additional line is available on this form to address this situation. The grower will separate each additional account by a comma.

• You will also notice that the “Account Field” has a customizable description. This is a field in which you, as an administrator, can instruct your growers to find their account numbers. Also known as AGRIS Name i.d’s.

• Below is a screenshot showing the exact field to update the description from your admin's settings tab.

Managing your Account Management Queue

Needs Review - This tab is the first stage in your approval process. All sign up request, imported members from the bulk import option, and manually added members will show in this section. From this section, you will have the ability to update, delete, and approve members to the next stage in the account management workflow.

Reviewed - This tab is the second stage of your approval process. You can move members back to the first stage by clicking the needs review button. This will allow you to update or make changes to the members before inviting them to join. If you would like to move forward in the process, then you can click the Invite button. This button will then send the welcome email to this member informing them that they have recently been added as a new member to MyGrower.

Invited - This tab will allow you to manage all Invited members. Being an invited member indicates that the grower has received a welcome email BUT has not successfully logged into the system yet. For example, after saving their account, the grower receives an email containing instructions to download the mobile app and details on how to log in. The user does not respond to this welcome request and never logs into the system. You can remind the member to do this by clicking #4 below. This will send them a reminder email asking them to login to their account. Once logged in, the member record will move automatically to the Active Accounts tab.

Active Members - This tab will allow you to manage all Active members. Being an Active member indicates that the grower has received a welcome email and has successfully logged into the system. Once a user logs into the system, the account will automatically move from the invited tab to this active member.

How to Add a New Member

Below is a quick Video explaining how to add a new member with updated MyGrower Account management tab.

1. Click Add new member

2. Enter in the information for this new member. First/Last name, email address, & phone number are required.

3. Then click CREATE NEW underneath the Account Header. *This is a required step. You must create an account for a new member. '

4. By default, the name of the account will be the First/Last name of the member. If you would like to change this, please click into the account field and update.

5. Please add the name i.d or name i.d’s you would like by clicking “add new record” - select your datasource, data set, then search for the name i.d you wish to add.

6. Once completed, click update and then SAVE.

7. You must click SAVE for changes to be made.

Important things to Know.

1. You must create a new Account First, before you can link other existing accounts to the new member. In our example below, The Baylor Whitfield account was created first, before searching and adding the “A009_psql02” Account. The already existing A009_psql02 was created and being used by a member named “Mahad”. This means that both Baylor and Mahad will see this account when they log in.

2. You can remove an account by select the red button next to “Add Account:”. If an account is only linked to one member, the account will be deleted. If the account is linked to multiple members, it will only be removed from the member you are currently viewing, NOT the other member.