Setting up and editing your organization structure

Creating your organization in FarmQA is an important part of making sure your account functions the way to you need it to. Properly setting up your organization ensures that your data is properly secured and makes it easier to get fields imported to your account. In this article, you'll learn about how your organization can be setup and well as how to edit and restructure your organization in FarmQA. 

Setting up your organization: you've got all the options

Creating your organization

Editing your organization structure

Changing a grower or farm's parent organization

Changing the organization a field is assigned to

Setting up your organization: you've got all the options

FarmQA's greatest asset is its flexibility, allowing it to best fit your needs. Whether you're an ag retailer, an agronomist, or a grower, you can adjust your organization structure to efficiently manage your operation. Below, you'll find a few examples of what your organization structure can look like in FarmQA.  

Scenario 1: Individual farmer

Louis, a FarmQA subscriber, owns and operates a farm. Louis hires Heather to help scout his fields. Louis also employs the service of Josh, who is an independent agronomist who can also help him scout his fields. 

In this organization in FarmQA, Louis would be the Enterprise Administrator of the account and have the ability to edit and view all of his fields, recommendations, and scouting reports within the account. Josh would be able to scout fields for Louis as well. Heather as a Crop Scout will be able to submit scouting reports for the fields within the account, as well as view scouting reports and some information relating to those fields, like recommendations. 

Scenario 2: Agronomy consulting service

Rachel, a FarmQA subscriber, owns an agronomy consulting service. She employs Amit and Hugh as scouts to help her scout all of her customer's fields. Rachel's customers Louis, John, and Steven want access to the information Rachel and her scouts collect and store within their FarmQA account. These customers also want to be able to submit scouting reports for their fields.

In this organization, Rachel would be the Enterprise Administrator and have access to all information within her account. Amit and Hugh would be Crop Scouts, and they would be able to fill out scouting reports for any of the growers or fields within the account. Each grower would have a separate branch within the enterprise where each grower has access to their own fields but not the other two. Each grower would be Standard users so that they would be able to fill out scouting reports as well as be able to view all of their information within their fields. 

Creating your organization

When you're getting your shapefiles imported to FarmQA by the FarmQA support staff, you can have us help you setup your organization structure. The default organization structure in FarmQA is Grower>Farm>Field, but any of these levels can be edited to best fit your needs. Here are a few examples:

• If you're a wine grower, you'll want to refer to your Fields as Blocks. 
• Instead of organizing your organization by farms, you can organize it by Area or Region.

If you have any questions about getting your organization setup for the first time, get in touch with FarmQA Support by emailing support@farmqa.com or by calling 701-212-4206.

Adding a new grower or farm to your organization

• Log in to your FarmQA account from the web app.
• Click on Settings icon, then navigate to the Organization tab.
• From the organization tab you can do the following (see below)
  1. Add to your parent organization using the blue Add  button at the bottom of screen.
  2. Delete a level to your organization by selecting the red Delete button above the farm information panel. 
  3. Rename an organization by editing the name in the Name box. 
  4. Change the association by using the Parent drop down menu below the Name box. Change a farm's organization if a farm is to be associated to a different agronomist or crop scout.
  5. Selecting the Use custom color option lets you select a color to use when coloring fields by organization.

Changing a grower or farm's parent organization

• Log in to your FarmQA account from the web app if you aren't already.
• Click on the Settings icon, then click on the Organization tab. 
• Click on the grower or farm you want to edit, then use the Parent dropdown menu to pick the new parent organization (pictured below).

• Your grower or farm will now appear below the level or your organization you selected in the Parent dropdown menu. 

Changing the organization a field is assigned to

• Log in to your FarmQA account from the web app if you aren't already. 
• In the Map tab, locate and click on the field you want to edit and click the Edit icon (pictured below). 

• Use the Organization dropdown to select the organization you want to move this field under (picutred below).

Please contact FarmQA Support with any further questions