Members and roles

PoultryDesk is built for a team. You invite the people who work with you, give each one a role that fits what they do, and the app makes sure everyone can do their job without seeing or changing things they should not.

Invite your team

1. Open Settings, go to Members, and choose Invite.
2. Enter each person's email address and pick a role for them.
3. Send. Each person gets an invitation email; when they accept, they become a member of your organization.

You can change someone's role later, or remove them, from the same screen.

Adding someone without email access

Some field workers do not have easy email access. An owner can add them directly instead of sending an invitation: on the Invite screen, choose Set a temporary password now, enter their email, name, and role, and set a temporary password. The account is created straight away, and the person is asked to choose their own password the first time they sign in - until they do, they cannot reach any other screen. Share the temporary password with them in person or another safe channel. This shortcut is owner-only; managers can still invite by email.

The roles

Each role comes with a sensible set of permissions:

• Owner - full access to everything, including billing and the organization's danger zone. There is always at least one owner.
• Manager - runs the day-to-day: places flocks, checks daily records, records treatments and harvests, and manages workers at their sites. No billing.
• Worker - enters daily farm figures: mortality, feed, eggs, and (if enabled) expenses. Workers do not change settings.
• Finance manager - runs the Money section: sales, expenses, allocations, ledgers, and finance settings.
• Billing admin - manages the plan, payment methods, and invoices.

A person can hold more than one responsibility, and someone who belongs to several organizations keeps a single account that switches between them.

Two kinds of settings

Settings split into two clear scopes:

• Organization settings affect everyone - the organization profile, sites and houses, members and roles, products, and so on. Access depends on your role.
• My account affects only you - your profile, password, notification preferences, and default landing screen.

Protecting sensitive actions

Permissions are enforced by the server, not just hidden in the screen, so a role can never do more than it is allowed. Owners and billing admins can be required to confirm sensitive edits with two-factor authentication, which you set up under My account. Sensitive changes are recorded in the audit trail with who made them and when.

See also

• Sites and houses
• Plans and billing
• Getting started with PoultryDesk