Permission your staff for the Bushel Admin Tool and Web Portal (Customer View).
- Click "User Management" in the Bushel Admin Tool on the left side of the screen.
- Click "+ ADD USER".
- Add the staff user's name and email address.
- Select your staff’s user permissions based on their role.
Notifications
-
- Notify via email upon completion of eSign contracts/documents - selecting this will allow your staff users to receive an email once the grower signs their eSign contract.
Permissions
-
- Admin - create/delete admin tool users and set their permissions.
- Global Send - ability to send push notifications to all users, regardless if they are logged in or not.
- Reports* - access to logged-in users and eSign reports.
- *Not available for Lite customers.
- Global eSign - view all contacts sent from all admin tool users.
- Customer View* - (formerly Data Viewer) access to ‘Customer View’ in your Web Portal. This is where you can shadow your growers' accounts to see their Contracts, Scale Tickets, Commodity Balances, etc.
- *Not available for Lite customers.
Location permissions
-
- Cash Bids* - Permission your staff users to only update bids at the locations they work with.
- *Only available if you update your cash bids in the Bushel Admin Tool.
- Push Notifications & eSign* - Permission your staff users to send push notifications and eSign contracts to locations that they work with.
- Cash Bids* - Permission your staff users to only update bids at the locations they work with.
6. Click "SUBMIT".
New Account Set-Up
New staff users will receive an email from ‘[email protected]’ to set up login credentials.
- Click ‘UPDATE YOUR ACCOUNT.’
- Create and Confirm the Password.
- Submit
If a user fails to set up an account within the first 12 hours, they will need to go to the Admin Tool, enter their email address, click ‘Continue’ and on the next screen click the blue ‘Forgot Password?’ text.