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Account settings define your operation and who works in it. Owners and admins configure it; everyone else works within the role they’re given.

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Settings sections

The Account screen collects your operation’s configuration:
  • Personal Info: your own name, email, and password.
  • Farm Details: the operation’s name, address, and contact info.
  • Financial: pricing tiers, fees, and money defaults that flow into every order and invoice.
  • Documents: how your PDFs look. Upload your logo, position it (Bottom left, Bottom center, Bottom right), and set the footer for invoices and quotes.
  • Email: the templates customers receive.
  • Products: units of measure for your catalog (Bales, Cases, Crates, Cubic Feet, Cubic Meters, and more) and product defaults.
  • Equipment: the trucks, trailers, and machines your operation tracks.
  • Calendar & Notifications: what shows on the calendar and who gets alerted about what.
  • Preferences: display density (Comfortable or Compact) and view defaults like Card view.
  • Shipping: delivery defaults.
  • Data Management: export your data as CSV or Excel.
  • Activity: the operation-wide audit log, filterable by Actor, Entity, and Event type. When something changed and you need to know who and when, it’s here.

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Team members

Invite teammates by email from Team Members. They receive an invitation link, set a password, and land in your operation with the role you chose. You can change roles or remove members any time.

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Roles and permissions

Five roles cover the shapes of an operation:
RoleTypical use
OwnerFull access, including team and billing.
AdminRuns day-to-day operations and settings.
StaffWorks orders, customers, inventory, and invoices as permitted.
Farm staffField-focused: orders and growing, without the business layer.
TruckingDelivery-focused: their loads and deliveries.
Under Roles & Permissions you can tune what each role can do, permission by permission: viewing, creating, or deleting customers, changing order status, assigning drivers, recording payments, adjusting stock, and financial visibility switches like revenue, profit margins, inventory value, customer spending, and pricing.
That last group matters in the field: a crew member can work the growing schedule and never see a dollar figure. If someone can’t find a feature these docs describe, check their role’s permissions first.

Invite flow for new teammates

Send them the Quickstart. It starts from the invitation email.
Need a hand setting up your team or permissions? Reach out and we’ll walk you through it.