🗄️ Quick Guide - File (structure and setup)

The File menu is the foundation of the system: it's where you define who the company is, which farms it has, who logs in, what each person can do and how upCampo behaves for that group. Almost everything here is set during implementation and reviewed only a few times a year, but every change affects everyone's routine.

This menu also holds the support screens that don't belong to any specific module: the file center, the contact book, notifications and the two integration screens.

📍 Location in the system

Menu: File

🏗️ The implementation order

If you are setting up the system from scratch, follow this sequence; each step depends on the previous one:

1. Company

The company is the owning group, the top of everything. Each company has its own records, and nothing from one appears in another. Only the legal name is required.

2. Farm

Inside the company are the farms, where the operation actually happens. Besides the address, two fields pay off: Latitude and Longitude, which center the dashboard maps, and the logo, which appears in report headers. A farm cannot move to another company once saved.

3. Tax settings

Only for those who issue invoices through the system. The tax settings hold the CNPJ (Brazilian company tax ID), the state registration, the A1 digital certificate and the e-mail server that sends the invoice to the recipient. The same farm can have more than one. Keep an eye on the certificate expiration column.

4. Users

In Users you create who logs in and define, screen by screen, what each person can view, add, edit and delete. The time-saving shortcut is to apply one of the ready-made profiles (agronomist, applicator or manager) or to copy the access of someone already set up. Remember: access is per farm.

To change a user (e-mail, password, phone), select the person in the list and click User details. Opening the registration tab directly brings up an empty form, which creates a new user when saved.

5. Company/Crop Settings

Finally, the Company/Crop Settings, which decide how the system behaves: whether the work order requires a storage location, how products leave inventory (average cost or last cost), the name fields are given on the screens, what the scout measures in each crop and which reports are sent by e-mail automatically.

⚖️ Company setting or user setting?

Several options exist in both places (requiring a storage location on the work order, for example). The rule to keep it straight:

  • Does it apply to everyone? Company/Crop Settings
  • Does it apply to just one person? The General settings tab of the Users screen

When a behavior shows up for just one person, it's almost always a user setting. When it shows up for everyone, it's a company setting.

🧰 The support screens

Access log

The farm's usage trail: who logged in, when and what they did (opening each screen, report run, spreadsheet exported, import). In Access log you search by period, with a search on each column and export to Excel. It's the screen that answers security questionnaires and audit requests without opening a support ticket.

Report

The catalog of the company's reports, with the code the Help Center cites in its articles (CLI.01.03, EST.01.09: area, subject and position; see how the code is built). In Report you remove a report from the menu, organize topics and clone an existing report to customize it without breaking the original.

File Center

All of the company's attachments in a single list, with the Source column telling which screen each one came from. It also accepts standalone files. See File Center.

Contact and Notification

Contact is the address book: phone numbers, e-mails and WhatsApp groups. Notification is the sending itself, with the delivery and read status of each message. To reach the whole team, register a contact of the WhatsApp Group type.

The two integration screens

They only matter if you exchange data with another system:

  • From X to - Integration: the dictionary that translates the external name into the upCampo record. It's what makes spreadsheet imports stop flagging "field not found".
  • Integration issues: the list of what didn't come in, with the equipment and field check already done.
✅ Result: with the File menu set up:
  • The company → farm structure is in place, and the other records have somewhere to live
  • Each person logs in seeing only what concerns them, with no risk of deleting what they shouldn't
  • The system enforces what management wants enforced, and stays out of the way otherwise
  • Invoices, automatic reports and WhatsApp alerts work with no manual steps

❓ Frequently asked questions

Where do I start setting up the system?

With the Company, then the Farm and the Users. Only then move on to the Company/Crop Settings: they make more sense once the structure exists. Tax settings can wait until you start issuing invoices.

A user is seeing something they shouldn't. Where do I fix it?

On the Users screen, Access control tab, with the right company and farm selected at the top. Unchecking View for a screen makes that item disappear from the person's menu. To restrict storage locations or cost centers, use the General settings tab on the same screen.

Do I need to touch the integration screens?

Only if the farm exchanges data with another system. Without a contracted integration, From X to and Integration issues stay empty, and that's how it should be.

Which screens in this menu don't appear for me?

The File menu shows only the items your user has permission to view, and some items are for internal use by the upCampo team; that's why a farm administrator's menu is shorter than the one described in some places. If an item you need is missing, the fix is in the Access control tab of the Users screen.