# Organizations and Roles

## GeoPard User and Role Management

{% embed url="<https://www.youtube.com/watch?v=NP6vU0rX2OU>" %}
How to share farms and fields — 30-second video
{% endembed %}

GeoPard user and role management gives you flexible, secure control over **Permissions** and **Data Access** for each user.

{% hint style="success" %}
Every GeoPard account needs **Permissions**. Accounts inside an **Organization** also need **Data Access**.
{% endhint %}

**Permissions** define the actions a user can perform in GeoPard. There are four roles: **ReadOnly**, **Assistant**, **Farmer**, and **Admin**.

**Data Access** defines which farm data a user can access.

* **Externals** are standard GeoPard accounts that access shared farm data without belonging to an **Organization**.
* **Users** can access farm data shared with them through an **Organization**.
* **Advisors** can access all farm data across the full **Organization**.

The **Admin** role acts as the organization owner and billing owner. Admins configure **Permissions** and **Data Access** for other users.

### Permissions

As a GeoPard user, your account can have the following Permissions:

| Function                                                                                   | ReadOnly | Assistant | Farmer | Admin |
| ------------------------------------------------------------------------------------------ | :------: | :-------: | :----: | :---: |
| View farm data                                                                             |     ✅    |     ✅     |    ✅   |   ✅   |
| Export VRA as files and ISOXML                                                             |     ✅    |     ✅     |    ✅   |   ✅   |
| View own account operations                                                                |     ✅    |     ✅     |    ✅   |   ✅   |
| Create PDF reports                                                                         |     ✅    |     ✅     |    ✅   |   ✅   |
| Create and edit VRA                                                                        |     ❌    |     ✅     |    ✅   |   ✅   |
| Run analytics, including Equation Maps                                                     |     ❌    |     ✅     |    ✅   |   ✅   |
| Save your own equations                                                                    |     ❌    |     ✅     |    ✅   |   ✅   |
| Send files, Work Plans, boundaries, and map layers to John Deere Operations Center         |     ❌    |     ✅     |    ✅   |   ✅   |
| Create notes and pins, and comment on them                                                 |     ❌    |     ✅     |    ✅   |   ✅   |
| Manage your own color schemas                                                              |     ❌    |     ✅     |    ✅   |   ✅   |
| Create farms                                                                               |     ❌    |     ❌     |    ✅   |   ✅   |
| Create fields                                                                              |     ❌    |     ❌     |    ✅   |   ✅   |
| Upload farm data such as soil, as-applied, and yield datasets                              |     ❌    |     ❌     |    ✅   |   ✅   |
| Import fields and operations from John Deere Operations Center                             |     ❌    |     ❌     |    ✅   |   ✅   |
| Create subscriptions to receive operations automatically from John Deere Operations Center |     ❌    |     ❌     |    ✅   |   ✅   |
| Delete farm data                                                                           |     ❌    |     ❌     |    ✅   |   ✅   |
| Upload photos attached to notes and pins                                                   |     ❌    |     ❌     |    ✅   |   ✅   |
| Delete notes and pins                                                                      |     ❌    |     ❌     |    ✅   |   ✅   |
| Share farms with another GeoPard account                                                   |     ❌    |     ❌     |    ✅   |   ✅   |
| Manage the organization                                                                    |     ❌    |     ❌     |    ❌   |   ✅   |

### Data Access

Your GeoPard account can have one of these **Data Access** configurations.

**Externals** are users who are not associated with a GeoPard **Organization**, but still want to access data and run analytics.

**Users** and **Advisors** belong to GeoPard **Organizations**, and the **Admin** defines their **Data Access** scope.

| Function                                                                      | External | User | Advisor | Admin |
| ----------------------------------------------------------------------------- | :------: | :--: | :-----: | :---: |
| Access directly shared farms                                                  |     ✅    |   ✅  |    ✅    |   ✅   |
| Belong to the organization                                                    |     ❌    |   ✅  |    ✅    |   ✅   |
| Use billing attached to the organization admin                                |     ❌    |   ✅  |    ✅    |   ✅   |
| Access all farms in the organization, including farms created by another user |     ❌    |   ❌  |    ✅    |   ✅   |
| Manage organizations                                                          |     ❌    |   ❌  |    ❌    |   ✅   |

## Admin view <a href="#admin-view" id="admin-view"></a>

If your account has the **Admin** role, you can create new organizations and invite collaborators. Click **Your Account** in the left menu. Then select **Organizations**.

<figure><img src="https://lh5.googleusercontent.com/BD0r1gzwHetY6TlAMDRzumTTxWQEu1ETdsLM2oaP-08RU6ZTY0n6Y2lxRwNjUlYTj9x8H0pqDo3DJL69Ul_wkkupXDCc9JaVZQt9No82qcgoAQMeNkzymlbvwJ_5UQYsUYddk3k8" alt=""><figcaption></figcaption></figure>

1. To create an organization, click the **Add Organization** button.
2. Enter the organization name and the account owner's information. You can change this later on the **Settings** tab. Then click **Save**.

<figure><img src="/files/fKDbGFovMkTEJ2XKQROO" alt=""><figcaption></figcaption></figure>

3. The organization is now created. To invite users, click **Invite**.

<figure><img src="https://lh3.googleusercontent.com/ggdJlxLVMXreYKEtpdl-Ag8MozepLOVsKE69BlfTC3C4RECfsTIxnpipOs9bVI9h1ENHi5zjSS91N1z16JzZwR4VINZGraAcTefQRuE80HwWQfUnA1FncYOmESicyd9TgvbtP9Zx" alt=""><figcaption></figcaption></figure>

4. Enter the user's email. For more than one user, click the **Add Email** button. Only existing accounts can be added to the organization. Then click **Invite**.

<figure><img src="/files/3Nnc8kjpTmaoU0OlDL9a" alt=""><figcaption></figcaption></figure>

When users are added, you will see a success notification.

<figure><img src="/files/dPzTCOgaDk7UBjZQ7BpB" alt=""><figcaption></figcaption></figure>

Invited users will receive an email.

<figure><img src="/files/21HHvfT0jv0sMDEC87MM" alt=""><figcaption><p>You've been invited to the GeoPard Organization email</p></figcaption></figure>

Now you can review the organization's user list and manage it: assign roles, invite new users, or delete users.

<figure><img src="/files/8VmjqPS62b0aD5uljDeK" alt=""><figcaption></figcaption></figure>

## User and advisor view <a href="#users-advisors-view" id="users-advisors-view"></a>

If your account is part of one or more organizations under the **User** or **Advisor** role, you can review them on the **Organizations** page. Click **Your Account** in the left menu. Then select **Organizations**.

<figure><img src="/files/Y6wtoxhVdw21Vb6Ez5RY" alt=""><figcaption><p>GeoPard Organizations Details</p></figcaption></figure>

You will see cards with the organization name, your role, and the admin's contact details. A **Billing** label means all usage credits are collected in that organization.

## Non-user view <a href="#non-users-view" id="non-users-view"></a>

If your account is not part of any organization, you won’t see the **Organizations** page under **Your Account**. Actions you perform are billed to your own account.


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