How do I manage account access for users of my operation in Granular Insights?

Overview

You control the level of access by assigning a role for each individual within your operation:

• Viewer: can view fields only
• Editor: can view, edit and add fields
• Admin: can view, edit and add fields, as well as manage operation settings, make data connections and manually upload data
• Advisor: can view, edit and add fields, invite members to the operation, make data connections and manually upload data

Requirements

• An active Granular Insights account
• Admin-level access to an operation
• Other users added to the operation

Process - Web

1. Log in to Granular Insights for Canada at https://ca.insights.granular.ag. 
2. Click on Settings  in the bottom left corner of the window.
3. Select the desired role for the user from the dropdown menu.
4. To remove a member, click the delete  icon on the top right corner of the member card.

Process - Mobile 

1. Log in to the Granular Insights mobile app.
2. Open the navigation menu and click Settings. 
3. Click on Members.
4. Click on a user’s name from the list to update their role.
5. Select the desired role for that user and click Save.
6. To remove a user, click Remove Access at the bottom of the screen.
7. To exit and return to the Members screen, click the back arrow at the top left corner of the screen. You will now be able to see the user's updated role. 

Related Articles:

How do I create a Granular Insights account?
How do I invite someone to view my operation in Granular Insights?