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Onboarding data for users

Onboarding data for users
VS
Vikash Sharma
Updated 5 months ago

In this article, we will cover all the data we need to add users to your Turf Assistant account

Here is a sample Excel file for you to use if you do not already have your users in a spreadsheet.

Download sample file

We will need the following fields to add users:

First name
Last name
Email address
User role

User roles in Turf Assistant

AdminHas access to everything in Turf Assistant
Assistant without payHas access to everything in Turf Assistant EXCEPT Plan Staff (pay rates)
Equipment TechnicianHas access to all fleet management screens-> PLAN: Equipment, Products -> EXECUTE: Equipment Assistant, Time Assistant
Hub OnlyGeneric login for Turf Operations Hub to open Whiteboard and Time Assistant
Expense AdminHas access to all expense management screens-> PLAN: Budget Categories, Budgets -> EXECUTE: Expense Assistant -> REPORT: Budget Summary Report
Reporting AdminHas access to all reports
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