How to Add a New User (Account Member)

Definitions:

• An "Account" is where you associate the AGRIS Name IDs that relate to a specific grower. An account can have one or many Name IDs depending on the grower and/or how AGRIS is setup.
• "Account Member" is the user credential which gives access to MyGrower via an email address and password.
  • Generally only one Account is assigned to an Account Member.
  • In some special cases, like when there's a professional/3rd party farm manager who serves multiple growers, "Linked Accounts" could come in handy. By using "Linked Accounts", the farm manager can toggle in and out of different farms without needing multiple credentials.
• "Linked Accounts": Where you would go to link two or more Accounts for the use of a Member (farm manager).
• "Parent Accounts": The Account in which another Account is linked to.
  • For example, a professional Farm Manager has an account called "We Manage LLC", without any Name IDs associated. Within the "We Manage LLC" Account, you can link John Smith's Account and Joy Johnson's Account. That makes the "We Manage LLC" Account the "Parent Account". 

Directions:

1. The first step is to log in as an admin (super or regular admin, doesn't matter)
2. Go to the Accounts tab on the left, and then click on the header that says "Add New Account"
   1. Give the "Account" a name, and duplicate it in the account description unless you wish to put in something different
   2. Selecting an administrator is optional. Then click Save
   3. Once you click save, a couple of new tabs will show at the top, click on "Datasources"
   4. Select your "Datasource Server" (the video shown has multiple options but you will only have one)
   5. Then select dataset (in most cases you will only have one option)
   6. Then type in the AGRIS Name ID. You'll start to see options populating, select the right one, then click update
   7. If you wish to add more Name IDs to the same account you would repeat steps d-f
3. Once you're done with Name ID's, go to the "Account Members" tab in the left hand menu
   1. Click on "Add New Member"
   2. Fill out the person's email
   3. Map them to their respective Account that was created
   4. Add first and last name, then phone number
   5. Click the Save button. At this point an email will automatically go out to the user giving them access with credentials and a temporary password which they'll change upon logging in. 
      1. The website URL as well as the Apple and Android links are included in the email

This is a video of all the steps mentioned above