Team Administration

The reference data and people-management pages a team admin sets up before everyone starts logging activity. Most of these only need touching once, when you first set up your team.

Finding the Team Admin pages

In the sidebar, under Record Keeping, click Team Admin. The section panel opens beside the sidebar, listing the Team Admin pages. Click any of them to open it. See Getting around the app for more on the sidebar and section panels.

On a phone or tablet, open the sidebar with the Toggle sidebar button at the top left. Team Admin expands in place to list its pages.

Some pages only appear when your team uses the module they belong to:

Page	Shown when your team has
Companies	Storage or Field Management
Container Types	Storage
Irrigation Types	Field Management
Issues	Always shown
Sprout Products	Storage
Varieties	Storage or Field Management
Team Users	Always shown

You also need permission to view each page. If a page is missing, check with whoever manages your team.

What every list page has

Each Team Admin page is a list with the same controls along the top:

• A count beside the page title, such as 12 companies.
• Search: type to narrow the list down.
• Sort: pick a column to sort by. Pick the same column again to reverse the order, and a third time to clear it. You can also pick Clear sort at the bottom of the menu. While a sort is active, the button turns green and shows the column name.
• Export: downloads the rows currently shown in the table as a CSV file, which opens in Excel. It only includes the page of results you're looking at, so raise the number of rows per page at the bottom of the list first if you need everything.
• Create: the green + button that adds a new record. It's only shown if you're allowed to create that kind of record.

To change or remove a record, click its name in the list. A small action menu opens with options such as Edit and Delete.

INFO

On narrower screens the button labels are hidden and only the icons show.

Shared defaults

Potato Diary ships with a starter set of container types, irrigation types, issues and sprout products. These are shared by every team, and where the list has a Team column it's empty for them. You can use them, but you can't edit or delete them: Edit and Delete are greyed out in their action menu. Add your own alongside them instead.

Available guides

• Companies — Set up the businesses your team works with.
• Container Types — Define the box and bulk container sizes used in your stores.
• Irrigation Types — Configure the irrigation methods used on your fields.
• Issues — Curate the catalogue of problems your team can tag on visits.
• Sprout Products — Manage the sprout-suppression products your stores use.
• Varieties — Link the potato varieties your team grows from Potato Diary's master list.
• Team Users — Invite people to your team and manage what they can see and do.