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Advisor Portal for Advisors
Advisor Portal for Advisors

How advisors and consultants can connect with clients to allow seamless reporting and make informed business decisions.

Updated over a week ago

The Advisor Portal (newly rebranded to 'AgriWebb Connect') allows vets, advisors and consultants to connect with their clients through AgriWebb.

Advisors

When logging into the Web App as an advisor you are presented with an additional section in the navigation menu, 'Connect'. This section brings together your clients into one easy to navigate list and map.

connect feature in grazing management tool

Add a New Client

There are two methods of adding in a new client.

  • The advisor invites the client via Connect > Invite Client (Green button)

  • The client is sent an email and will be prompted to accept the connection. They will need to grant the advisor the required level of access or default no access will be granted.

Note: Once a client accepts their advisor's invitation to connect, they must follow the link into AgriWebb and set the advisor's level of access. Otherwise it will default to "No Access".

View Clients

You will have the option to view client's by organisation name, farm name or visually on the map.

data tabs in pasture mapping tool

  • The blue pins will indicate a cluster of clients if they are located close enough. A single client will be indicated via the red pin.

notes and locations in farm mapping tool
  • To view a farm’s Dashboard click the Open farm button on the right hand side.

multiple farms feature in pasture mapping tool

If you have more than one client, you can toggle between your clients accounts on the left hand side by clicking the arrow to the right of the farm name. See our Switch Farms article for more information.

Managing your Account

To manage your account select Connect in the top right corner. Click Account on the left hand side to access your Account settings.

Want to learn more?

Ask us via the online chat or contact the team.

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