Adding a new user

Figured is all about collaborating with the farming team and bringing everyone on board.

With this in mind, Figured allows you to invite new users to access your farm and assign them a set level of access.

To do so, head to your farm select Settings > People and Invite person.

Once there, you just need their email and to set the permission levels you wish them to have.

 
Permission levels

There are four levels of access to choose from:

  • Can view
    The user can view your trackers, budgets, & reports but cannot make any changes
  • Can edit
    Can add and enter transactional data in trackers & create budgets
  • Can edit + Adviser
    All of the above, can edit tracker settings, and can also access the Adviser tab
  • Can edit + Admin
    All of the above, as well make changes to billing

For multi-farm permissions, check out this article.

NOTE: You can only add a new user with the same level of access as yours or below.

 

Sending and accepting the invitation

Figured will show an invitation pending icon on the People page and this will stay in place until they’ve accepted your invitation.

If the user didn’t receive the invite, delete them from the farm and re-add them to resend the invitation.

The invited user will receive an email from Figured, including an Accept your invitation page link.

Clicking on the page link will open a new window.

If you haven’t already registered for Figured you’ll need go through this process first. 

The registration process just requires the user to set and confirm a password and then click Register.
 

Delete or edit user permissions

To change a users access level, head into Settings > People and click on the name of the person you wish to edit or remove.

In the screen that follows, you can adjust their access or remove them from the farm altogether.

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