Team and permissions

Each person should use their own account so Via can attribute actions and reviews to a user. Visible areas and available actions depend on the permissions granted in the active organization.

Invite members

1. Open Settings → Team.
2. Enter an email address and select a role.
3. Send the invitation. Pending invitations and their expiry date appear below the member list.
4. Change an active member’s role when needed. Member accounts can be deactivated and later reactivated.

Invitations, role changes and activation require management permission. The team list does not let you deactivate your own account.

Manage roles

Under Settings → Roles, view existing roles and their permissions. Permissions are grouped by areas such as producers, plots, lots, Trace and evidence. With management access, you can create custom roles and select their permissions.

System roles are protected. A custom role cannot be deleted while members or open invitations are assigned to it. Grant only the permissions a person needs; write, export and management permissions control which data they can change or share.

Other settings

• Profile contains your account details.
• Organization contains the name and operator profile, including legal name, address and EORI where relevant to your workflow.
• Products contains the organization’s product and crop catalogue.
• Import loads producer and plot master data from CSV or TSV; see Import producers and plots.

Ask someone with management access when a section is missing or an action is unavailable.