Overview
This resource is aimed at rural professionals.
A Workspace brings together your team and the farms they work on. Workspaces empower rural professionals to better support and serve their Farm Focus customers with secure and trusted user management.
Benefits of Workspaces
Access control: The Workspace admin has the control to add and remove access to users within their organisation. Helping to make data and access more secure.
Improved security and privacy: With Workspaces you know exactly who is working on each farm.
Streamlines user permissions: Saves time by eliminating the need for farmers to individually grant control to users.
Central dashboard: Brings together your team and the farms they work on in one place.
Built for Professionals: Workspaces empower rural professionals to better support and serve their Farm Focus customers with secure and trusted user management.
How it works:
Create a Workspace: The rural professional organisation creates a workspace in Farm Focus.
Get Permission: The subscription owner (usually the farm owner) allows their farm to join the workspace.
Note: The subscription owner is the person who pays for the Farm Focus subscription.
Manage Access: The rural professional organisation, specifically the workspace administrator, controls access to the farms in the workspace.
Click here to learn more about workspaces.
Create a workspace
The accountancy, bank or farm consultancy businesses must initiate this step.
Watch this video or read this resource to learn how to create a workspace.
Log into Farm Focus and go to the drop-down arrow on the top left-hand corner of the screen.
Select Start new.
Go to the Focus Workspace panel and select Create workspace
Complete the modal
Select the workspace type. Your options are Accountancy, Bank or Consultancy.
Name the workspace, as appropriate. Suggested approach is <company name>, [comma] <location or area>, and must be clear for farmers to identify their rural professional and region.
Enter your NZ business number (optional),
Enter your physical address,
Accept the Terms & Conditions and Privacy Policy, and
Select Create.
Verification process
Before you can use a Workspace, we need to verify its legitimacy. This process takes up to two working days to protect your customers' data. You'll receive an email notification once verification is complete. During this time, you can still access Settings.
Overview of your workspace
Navigate to your workspace by clicking on the Farm name drop down and your workspace will be at the bottom of the list.
1. Name of the workspace.
2. The farm counter states the number of farms that are in the workspace and can be used to navigate to the Farms page.
3. The members counter states the number of members of the workspace and can be used to navigate to the Members page.
4. Farms page.
5. Members page.
6. Settings cog. Only workspace administrators will see the settings cog.
Workspaces logo
You can customise your workspace with a unique logo. This task can only be performed by a workspace administrator.
NOTE: Adding your logo will ensure that all your customers' reports are customised with your branding.
Log into the workspace.
Go to Settings > Workspace logo
