Inviting Team Members

Holo is designed for team collaboration. Adding team members allows you to distribute work, assign responsibilities, and ensure everyone has access to the information they need.

Adding Team Members

1. Navigate to Settings → Team Members
2. Click "Invite Team Member"
3. Enter the team member's email address
4. Select their role (see roles below)
5. Optionally assign them to specific fields or crops
6. Click "Send Invitation"

The team member will receive an email invitation with instructions to create their account and join your organization.

User Roles and Permissions

Holo includes several predefined roles with different permission levels:

Administrator

Full access to all features and settings. Can manage team members, billing, and system configuration.

Manager

Can create and edit crop plans, view all data, manage operations, and generate reports. Cannot modify team settings or billing.

Field Crew

Can view assigned tasks, record harvests and field activities, update crop status. Limited access to planning and reporting features.

Sales

Can manage sales orders, contracts, and customer information. Can view inventory and harvest forecasts. Limited access to field operations.

Viewer

Read-only access. Can view dashboards and reports but cannot make changes.

Managing Team Members

Once team members are added, you can:

• Change their role or permissions
• Assign them to specific fields or crops
• View their activity and contributions
• Deactivate their account if they leave
• Resend invitations if needed

Best Practices

• Start with minimal permissions and add more as needed
• Use field assignments to limit access to relevant areas
• Regularly review team member access and remove inactive users
• Train team members on their role and responsibilities
• Use the activity feed to monitor team activity

Mobile App Access

Team members can access Holo through:

• Web browser (desktop or mobile)
• Mobile app (iOS and Android)

Field crew members especially benefit from the mobile app, which allows them to record data directly from the field.