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Agronomist Preview account (growers and agronomists)

Written by Cheryl Evans

Overview

TELUS Crop Management is introducing a new Agronomist account type, available as a Preview. It gives agronomists their own login, separate from any single grower's account. They can work across all the grower accounts that have shared data with them from one place.

  • Growers: you stay in control. You choose which businesses to share and what your agronomist can see or change, module by module.

  • Agronomists: you no longer need to be added as a user in each grower's account. Your growers appear in one account selector.

This is a phased release. Some features are still being built (see What's not available yet).

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How it works at a glance

Step

Who

What happens

1

Agronomist

Has an Agronomist account and signs in as normal.

2

Grower

Sends a connection request from Manage Connections and chooses what to share.

3

Agronomist

Accepts the request.

4

Agronomist

Selects the grower's account and works with the data the grower has permitted.

Only a grower can start a connection. Agronomists can't send connection requests.

For growers: share your data with your agronomist

Your agronomist can't see anything in your account until you send a connection request and choose what to share.

💡 Note: Manage Connections is only available to Admin or Account Admin users. If you don't see it, ask an Account Admin to set this up for you.

Step 1: Open Manage Connections

  1. Select your profile icon in the top-right corner.

  2. Select Manage Connections.

Step 2: Send the request

  1. Select + Connection, then TELUS Crop Management.

  2. Enter the email address your agronomist uses to sign in to their Agronomist account. We'll find their account automatically.

  3. Confirm with the tick button.

  4. Switch on each business you want to share.

  5. Choose a permission level for each module: Cropping, Jobs, Inspections, Stock, Nutrient Management and Pricing.

  6. Select the tick button to send.

For view-only access, choose Read Only for each module you want your agronomist to see. Choose Do Not Share for anything else.

Permission options when connecting to an Agronomist account

Module

Options

What it means for your agronomist

Cropping

Read Only or Create/Edit

View your cropping, or view and make changes.

Jobs

Read Only or Edit

Edit lets them change existing jobs. They can't create new jobs.

Inspections

Do Not Share, Read Only or Create/Edit

Create/Edit lets them add and edit inspections.

Stock

Do Not Share or Read Only

View only. Stock can't be shared on a Standard subscription.

Nutrient Management

Do Not Share, Read Only or Create/Edit

Create/Edit lets them add and edit nutrient plans.

Pricing

Do Not Share or Read Only

View only. For agronomist connections, Pricing isn't tied to your Jobs or Stock settings.

Each business is shared separately. If you have more than one business, choose which to share and the permission level for each. If you add a new business later, check Manage Connections to make sure it's included in your agronomist's connection.

Step 3: Your agronomist accepts

Your agronomist receives a notification and can Accept or Reject the request. Requests that aren't answered within 30 days expire.

You can review what's shared at any time in Manage Connections. Only you can change the permissions.

For general information on editing and deactivating connections, see Using Connections in TELUS Crop Management. Agronomist connections have their own permission options, as listed above.

Getting started as an agronomist

Signing in

Use the standard TELUS Crop Management sign-in page with your own email and password. There's no separate login page. After you sign in, the platform recognises your account type and shows agronomist options, such as the account selector.

Your first sign-in

After you accept the terms and choose your region, you'll see a welcome screen explaining the Preview. You'll then land on Label Check, the main area available until a grower connects with you. You can't create or import a business during Preview setup.

Accepting a grower's request

When a grower shares data with you, you'll get a notification. Select it and choose Accept or Reject. Once you accept, the grower appears under Permissioned in your account selector.

Using the account selector and season selector

Two separate controls sit in the top-right corner:

  • Account selector: switches between your own account and the grower accounts shared with you. Grower accounts appear under Permissioned. If a grower has more than one business, choose the business using the business selector on the page.

  • Season selector: changes the crop year for the account or business you're viewing. Choose a different year, or select Manage Seasons.

Until you select a grower account, most modules aren't available to you, so select a grower first. Once you do, the modules you see depend on what that grower has shared. For example, Jobs appears only if Jobs is shared with you.

What you'll see in a grower's account

Dashboard job tabs default to Issued, In Progress and Done. Draft jobs aren't shown. Catalogue, Orders and Templates aren't available during Preview.

What your agronomist can and can't do

What an agronomist can do in your account depends entirely on the permissions you set.

  • View any module you share.

  • Add and edit information in areas you share as Create/Edit: Cropping, Inspections and Nutrient Management.

  • Edit existing jobs if you share Jobs as Edit.

Agronomists can't:

  • create new jobs

  • change Stock or Pricing records (these are view only)

  • change the connection permissions you've set

What's not available yet

These features aren't available to Agronomist accounts during the Preview:

  • Recommendations

  • Catalogue and Templates

  • Ordering

  • Bringing your own clients' businesses across from legacy software designed for an agronomist who does the record keeping for their client

We'll update this article as they become available.

Things to be aware of

  • Manage Users and Setup aren't available on the agronomists' own account during Preview.

  • Some reports depend on the permissions a grower has shared. Job-related reports need Jobs access to be shared. Cost and valuation reports need Pricing access to be shared.

FAQ

How do I get an Agronomist account? Preview access is set up for agronomists rather than through self-service sign-up. It may be provided through your agronomy company. If you're an independent agronomist, contact ag.sales@telusagcg.com

Is this the same as adding my agronomist as an Advisor under Personnel? No. An Advisor under Personnel is a record used for things like the default advisor on a job and recommendation imports. It doesn't give anyone login access. The Agronomist Preview account is a separate account type with its own login.

Will my agronomist see all my data automatically? No. Nothing is visible until you share it and they accept.

Can my agronomist change my permissions? No. Only the grower who sent the request can change them.

Can an agronomist invite a grower to connect? No. Only growers can start a connection. Ask your grower to send you a request.

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