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.
Add a New Client
An advisor will need to be at the Administrator user role level in order to successfully issue invites to clients.
The advisor invites the client on the Web App, 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.
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.
To view a farm’s Dashboard click the Open farm button on the right hand side.
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 click Account in the left hand navigation bar to access your Account settings.
Want to learn more?
Also see Advisor Portal for Customers.
Ask us via the online chat or contact the team.