Primary Audience: Administrators
The Dashboard provides a simple overview of your business with information specific to the current user’s client access. A user will only see information pertaining to them and the customers or locations they are assigned to.
Setting up your users to have the most effective Dashboard experience is as easy as specifying their Business Units. Users with the Agronomy Business Unit will only see the single Agronomy Dashboard. Enabling a user with the Grain Business Unit will also give them access to the Grain Dashboard, as pictured below.
To edit a user’s Business Units:
- Navigate to the Admin tab.
- Click to the “Users” section and search to find the user you need to edit.
- Click on their name to open their profile.
- Click “Edit User Info” on the lower left side of the screen.
- Scroll to the bottom of the screen and click into the Business Unit selector.
- Click to enable the Grain Business Unit and then click “Save”.
- This user will now see the Grain tab on the Dashboard.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.