Share your AgExpert data with your team

Published September 10, 2021

You’ve had a lot happening on your farm. Keeping your team informed about what’s going on in real time has never been easier. You can share your Accounting or Field records in a few simple clicks by sending an invitation to your employees, accountant, agronomist, or anyone else who needs access to your farm data.  

Here is how it works:

In AgExpert Accounting

Sign into your account. To share your accounting books, you must have a Premium subscription. If you have a Basic subscription, click on Upgrade plan and fill out your payment information to benefit from this very useful feature.

On the main dashboard, expand the More tab in the menu column and select Sharing.

Click Share access and Choose the person you want to share your business information with from your contact list (1). You can also add a new contact on the fly (2). Make sure you have the right email address recorded before hitting Send Invite.   

In AgExpert Field

AgExpert Field Basic lets you share information with up to five team members. Step up to Premium and get unlimited sharing capabilities. Select Share access and choose who you want to share with.

Note that the person invited must have at least a Basic AgExpert subscription. Once they accept your invitation, they log into their own account to access your shared data.

Choose the type of access you want to grant to the person you are sharing with.

If you are a potato grower, you can choose to share your field data specifically with your processor. This type helps keep your financial information confidential.

Stop sharing your data any time you choose.

If your contact doesn’t need to be access your data anymore, you can stop sharing your information at any time. Return to the Sharing page and select the tile with the person you want to remove, and click Remove sharing access.

Increase your productivity and save time by keeping your whole team in the know.

Watch this video tutorial for more details on the sharing functionality in AgExpert Accounting.