Create Partnerships within Operations Center™

Created by Info Admin, Modified on Mon, 11 Mar at 3:50 PM by Info Admin

Only one Operations Center™ account can be linked with PCT at a time. In order to have access to multiple Orgs within PCT you can set up partnerships with those Orgs in Operations Center™. The steps below will show how to do this. 


Steps:


1. Log into your Operations Center™ account and navigate to the Team Page.

2. Then click on the 'Add+' dropdown and select 'Partner Organization'.


3. In the Add Partner Organization window, choose whether you would like to receive or grant access, then enter the email address of a staff member of the Org you would like to partner with. Then, click 'Next'. 

-Note: Growers giving access to a dealer, agronomist, Co-Op, etc. should select the 'Grant access' option. Organizations requesting access to grower accounts should select the 'Receive access' option.


4. All permissions except for Financial permissions should be set to full access. Then, click 'Next'.


5. Click 'Done'.


A request will then be sent for the partner Org to accept. Once the request is accepted you can check Org access in PCT by going to the 'Operations Center™' tab in the My Settings page and clicking the button next to "Check PCT access to Operations Center organizations". Connected Orgs will be displayed with a thumbs-up icon next to the name. If the Org does not show a thumbs-up icon next to the name you will need to click on the button next to "Manage organizations at Operations Center" to grant access to PCT (make sure this is done in the Operations Center account that is linked to PCT).


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