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How to Add a User from an External Organisation

This article explains how to invite people from other organisations to view your BioScout data.

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Written by Hannah

Before You Start

You need to be an Organisation Admin to invite new users. If you do not have admin access, ask your Organisation Admin to send the invite on your behalf.

NB: Not sure who your Organisation Admin is? Contact [email protected] and we can confirm this for you.

Step-by-step: Inviting a User from an External Organisation

  1. Open Members in the left-hand navigation menu and select Invite Member

2. When inviting an external user, we recommend granting view-only access to reduce the risk of accidental changes to your live data. There are two view-only user roles to choose from:

  • Organisation Viewer: can view ALL site information (i.e. spray logs or grower observations) but cannot perform any actions such as downloading CSV reports or creating/updating site information

    • Best for: stakeholders who need read-only visibility of both spore levels and spray data

  • Organisation Spore Analyst: can view spore data (and related pathology notes) and can download CSV reports, but cannot view spray logs or grower observations

    • Best for: sharing spore data with users from external organisations who should not have access to spray logs or grower observations

3. Select which Site this user can access by checking the boxes against each site

4. Select Send Invitation

5. The external user will receive an email from BioScout with a link to set up their account. Once they accept, they appear in your team list with the assigned role.

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