📘 Screen: Users
This is where you create the people who log in to upCampo and define what each one sees and can do: the technician who only enters scouting from a phone, the warehouse clerk who receives products, the manager who approves work orders, the consultant who only looks at reports. The screen is called User Settings/Access Control and does both things at once: the person's record and their permission on that farm.
The point that confuses people at first: there is only one user, but access is per farm. The same login can exist on three farms of the group with different permissions on each one.
📍 Location in the system
Menu: File > Users
🧩 Main function
Register the people who use the web portal and the app, grant screen by screen what each one can view, add, edit and delete, choose which reports they see and adjust their work preferences.
🧭 How the screen is organized
The screen is a staircase: you go down one step at a time:
- Select a company, in the list at the top
- Select a farm, which appears next
- On the Users tab, click the person's row
- With the user selected, the Access Control, Reports and General Settings tabs open below
Until the company, farm and user are chosen, the tabs below stay hidden: it is not a bug, it is the screen's sequence.
👤 Users tab: the list
Shows who has access to that farm, with Name, First Name, E-mail, Login, Phone, Sectors, Active, the Disable button and Reference/Integration ID. Each column has a search box.
| Button | What it does |
|---|---|
| New user | Opens a blank registration tab, to create a new person. |
| Show user details | This is how you change a user. Select the row and click: the button opens the User Registration tab already filled with that person's data, ready to edit. If no one is selected, the system warns that you still need to choose the user. |
| Remove User from Farm | Removes access to that farm. The person still exists and still accesses the other farms where they have permission. |
| Import | Brings to this farm users who already exist in another company you have access to. Check as many as you want in the window and confirm. |
| Disable (on the row) | Turns the user off. Careful: the block applies to all farms the user has access to, not only this one. The history of what they entered stays intact. To remove access from one farm only, use Remove User from Farm. |
📝 User Registration tab
This tab is where the person's data is entered, and it behaves in two ways, depending on the button that opened it:
- Opened with Show user details, it comes with the record loaded: whatever you change and save changes that person.
- Opened with New user, or by clicking the tab directly, it comes empty: whatever you save creates a new person.
When in doubt, look at the Full Name field before typing: if it is blank, you are creating someone.
| Field | Description |
|---|---|
| Full Name | Required. This is the name that appears in lists and reports as the person responsible for the entry. |
| First Name | Required. Short name, used where space is tight, mainly in the app. |
| Used to log in to the system and cannot be repeated between users. | |
| Login | Short access name (thiago, ana.santaclara).
It cannot be repeated either and does not accept "@": if you want to log in with an e-mail, use the
E-mail field. You must fill in the login or the e-mail. |
| Password · Confirm password | The password is required. Confirmation is only required when the password changes. |
| Phone | The person's phone number. |
| WhatsApp number (with country code) | Number used to send WhatsApp messages,
with the country code: 5561999999999. This is what the
Notification screen uses. |
| Sectors the user has access to | Limits what the person sees to the sectors entered. If blank, they see all of them. |
| Active | Uncheck to block access without deleting anything. It has the same effect as the Disable button on the list and, like it, applies to all farms the person has access to. |
| Public | Marks the user as a template: it starts appearing in the import of standard users, to serve as a base in other companies. |
| Hide finished orders | The person stops seeing orders that are already finished: useful for a field operator, who only needs what is still open. |
| Require access reason | This person has to write the reason for accessing when
logging in. It only works if the farm is also
checked: the combination of the two checkboxes is what turns the requirement on, which lets you require it from
consultants and support without asking anything of your own team. The text is stored in
File > Access log. |
| Reference/Integration ID | This person's code in the external system, when there is an integration. |
| Image - Signature | Upload a JPEG or PNG with the signature, so it appears on reports. The tip on the screen itself is right: remove the image background, otherwise it comes out as a white rectangle on top of the report. |
The buttons on the tab are Save/Add, Cancel, Delete User and Import Users; the last one brings users marked as Public, to copy from a ready-made template.
🔐 Access Control tab
It is the list of every screen in the system, grouped by menu (File, Basic, Crop, Inventory…), with four checkboxes per row: View, Add, Edit and Delete. Unchecking View for a screen makes the item disappear from that person's menu.
Checking one by one is rarely needed: the toolbar has shortcuts:
| Button | What it does |
|---|---|
| Full access | Grants everything. This is the farm administrator's profile. |
| Uncheck all | Closes everything, to build access from scratch. |
| Apply technician profile (scouting) | Leaves open what is needed for someone who scouts pests in the field. |
| Apply applicator profile (work orders) | Leaves open what is needed for someone who carries out work orders. |
| Apply manager profile (work orders) | Profile for someone who plans and follows up on orders. |
| Copy Access | Opens the list of users from other farms and copies to the current user the access of whoever you choose. It is the fastest way when a new technician joins and another technician is already set up. |
📊 Reports tab
Lists the company's reports with Code, Description, Show (opens the report right away, so you can check what it is), Theme and the Allow checkbox. Only the checked ones appear in that user's reports menu.
The Copy report access button repeats, for the current user, another user's report permissions.
⚙️ General Settings tab
Careful not to mix them up: these are the settings for that user on that farm. The ones that apply to the whole group are in Company/Crop Settings. After changing anything here, click Save General Settings.
| Block | What it controls |
|---|---|
| Default home screen | Which screen the person lands on when logging in: Default, Start, Schedule or one of the dashboards (Scouting, Traps, Operations, Weather, Fleet, Maintenance, Storage). |
| Work Order/Activity | How the quantity is proposed when finishing (Original qty, Based on executions or Based on tank mixes) and whether the storage location and the start/end reading are required from this person. |
| Fueling | Whether the person enters start and end readings, and whether they can save without a reading or without checking the date. |
| Stock Movement (In & Out) | Where they can move items to: inventory, field, fleet, allocation, entity; whether they can disable an inventory line and whether they see entries without a cost center. |
| Storage Location | The default locations for the work order and which locations this person sees. Move only the allowed ones to the right; leaving all of them (or none) means no restriction. |
| Approval Departments | Which departments the person approves for, with the Minimum amount and Maximum amount they can approve, and whether they are the second approver. |
| Activity type | Which activity types appear in this person's home screen dashboards. |
| Cost center | Which cost centers they see in entries. Same rule as the locations: all or none means no restriction. |
🚪 Disable, remove from the farm or delete?
- Disable: the person left the group. Blocks access on all farms and keeps the history.
- Remove User from Farm: the person moved to another unit. Loses access only to this farm and keeps the others.
- Delete User: deletes the record. It only makes sense for a user created by mistake who has not entered anything yet.
- Everyone opens the system right on the screen they use, seeing only what matters to them
- No one deletes by mistake what they should not even see
- A new technician is set up in minutes, by copying someone else's access
- Purchase order and work order approval has an owner and an amount limit
❓ Frequently asked questions
How do I change a user's password or e-mail?
Select the company and the farm at the top, click the person's row on the Users tab and then the Show user details button. The registration tab opens with their data; change what you need and click Save/Add. When changing the password, also fill in Confirm password: the system only asks for the confirmation when the password changes.
I tried to change a user and ended up creating another one. Why?
Because the User Registration tab was opened empty. Clicking the tab directly, or using New user, opens a blank form, and saving there creates a new person. To edit someone who already exists, always select them in the list and click Show user details. The user created by mistake can be removed with Delete User, since they have not entered anything yet.
How do I give a user access only to enter scouting on their phone?
Select the company, the farm and the user, open the Access Control tab and click Apply technician profile (scouting). It leaves open what scouting needs and closes the rest; from there, fine-tune item by item if needed.
The employee left the farm. Do I disable or delete them?
If they left the group, disable them: the Disable button, on the list row, blocks access and keeps everything they entered (orders, scouting, fueling) in place. But note: Disable applies to all farms. If they only moved to another unit and are still in the group, use Remove User from Farm on this farm. Deleting the record is only for a user created by mistake.
How do I remove a user's access on just one farm?
Select the company and the farm they should leave, click their row and use the Remove User from Farm button. On the other farms they keep logging in normally. Do not use Disable in this case: it locks the person out of all farms at once.
Why is a user's menu missing some items?
Because View for that screen is unchecked on the Access Control tab, for that user on that farm. Also check that you selected the right farm before looking: access is per farm, and the same person can have different permissions on each one.
Can a user access more than one farm?
Yes, and that is normal in a group with several units. Use the Import button to bring the existing user to this farm, then adjust their access here. When logging in, they choose which farm they will work on.
The system says the login is already in use. What now?
Login and e-mail cannot be repeated between users. If the person already exists on another farm or in another company, do not create them again: use Import on the Users tab to bring the record that already exists. If it really is a different person, choose a different login.
How do I get the technician's signature to appear on the report?
On the User Registration tab, in the Image - Signature block, upload the signature image in JPEG or PNG and save. Remove the image background before uploading: a signature with a white background shows up as a rectangle over the report.
I checked the access reason and the system does not ask for anything. What is missing?
The other checkbox is missing. The access reason is only required when the
Require access reason field is checked in both records: the
person's, in File > Users, and the farm's they log in to, in
File > Farm. Checking only one of the two asks for nothing. Keep in mind that the system
asks once per farm on each login: if you switch farms without logging out, it asks
again.