Setting Up Your Team | John Deere Operations Center™

Having control over who has access to the data in your operations center organization is important. Team is a web interface that allows you to manage your staff, partner and connected software companies access by assigning each appropriate permission levels that reflect their roles in your business. This eliminates information overload and allows staff, partners and connected software companies to focus on what matters the most. In this video we will cover four a review of staff members, partners, operators and connections navigation of team access levels and how they enable feature usage in Operations center and how to support a partner. Lets review the four possible roles in Team A staff member is someone with a John Deere user account who has been granted permission to access your organization. This person is likely someone who has a role in the business management side of your operation or is a paid employee. A partner is a separate organization with which a data sharing relationship has been established. Partners are generally thought of as trusted advisors. You may establish partnerships with any and all organizations that you work with, for example your John Deere dealers, agricultural input providers or co ops. Partnerships are the key to collaboration in Operations Center. The purpose of adding partners is to enable data sharing between organizations. These partner relationships allow organizations to view one another's equipment, products, fields and more. A partnership is required for any organization to view the data contained in a separate organization. Operators are typically people who do work for you but do not necessarily need access to your operations center organization. In these cases, operator names and license information can be added within team for record keeping, planning and analysis purposes. This allows operator names to be associated with the work that their machines are sending to operations center. A connection is a data sharing relationship between your non John Deere software or digital products and your John Deere Operations center organization. You are able to authorize non John Deere software or digital tool integration with with your John Deere organization via the Connections tool within Operations Center. Navigate to team within Operations center by going to the Setup menu. Team features specific tabs for easy viewing of the staff, operators, partners and connections that have either been given access to your organization or have provided your organization with access. But it's important to note that while dealers are partners, they have their own tab in team due to their unique ability to support your business needs. A search box is available to help you quickly and easily locate a particular team member or you can utilize any of the available filters to narrow your search down by permission type, permission level, request status or attention needed. Filtered search results will be displayed for you in a list view and selecting any staff, operator, partner or connection from within the list will open the right Hand Details Panel this panel will include an overview of the team member, their contact information, their designated access levels and more. You can also view or edit specific details about your own organization such as your organization name, organization settings, or contract acceptance status from within Team by selecting the Preferences button under your organization name. To add a staff member, partner or operator access to your organization, select the yellow Add button and then select either Staff Member, Operator, or Partner Organization. When setting up your team, think about what tools you would like your partner, organizations, staff members or operators to be able to access and exactly how much access you'd like them to have. Access for partners and staff members is broken out into five unique categories. It is very important to review each of these categories carefully as they impact your team's ability to use specific tools within Operations Center Web and Operations Center Mobile lets. Take a look at each category. Equipment Access enables your team to view and edit all things relating to your machines, implements and devices and includes access to equipment details such as location alerts and diagnostic, trouble codes, offsets and maintenance plans. Here you can also grant your team members the ability to use remote display access or wireless data transfer. Organization Management Permission enable your team to view, add or delete staff, operator or partner access to your organization. These permissions are also used to authorize your team members to either view or edit your organization specific preferences and to designate which team members should receive organization related emails. There are two unique organization Organization Management Permissions that you can apply to team members in your organization. Contract Acceptance Permission can enable your staff members to accept contracts on behalf of your organization. Examples of contracts include JDLink, connectivity, service and Organization Terms and Conditions. Share Organization Data enables your team members to connect and share your organization's data with connected software companies. Location Access controls your team's ability to view, edit and delete field and production or agronomic data. Specifically, this provides or limits access to tools such as Land Field Analyzer, analyze and files. Work Access allows your team to view, create, edit or delete work plans, crop plans, products or tank mixes in the Work Planner and Crop Planner tools. Financial access for precision agriculture can be provided to allow your designated team members to view certain specific financial information such as revenue and profit maps generated from your field operations and documentation data. The access levels within team are your way to maintain control of your organization and data. Each different access level within each unique category allows for very specific permission and abilities for your staff and partners. Generally, the higher the access level, the more abilities a user will have within each specific tool. Remember, you can always select show more to View detailed information about what each access category and Access level entails. As roles and responsibilities change within your organization, it may be beneficial to occasionally review or edit your team's access levels. Editing Access levels is simple. Within Team, select any staff member or partner. Then from within the right hand Details panel, pop out. Select either Access, Access Granted or Access Received. Then select Edit. Identify which access category you would like to make a change to. Then select that dropdown. Increase or decrease access for that team member by selecting the appropriate Access level number. To support a partner means to view or access a partner's organization. To do this, navigate to the Organization Selection drop down menu and select the partner you would like to support. Notice their organization name now appears in the top right hand corner of the browser. You may switch between organizations at any time. If you do not have access to specific data or actions when supporting a partner's organization, it is a good idea to investigate if you have the correct access level for the task you would like to complete. Navigate to the team in your organization and select the Partners tab. Then select the Received filter to display only the permission levels that have been granted to your organization by each existing partner. If a change is needed, you can request the necessary permissions from any partner by selecting that partner from the list and then selecting Access Received from within the right hand Details panel. Next you will need to select Edit, Increase to the desired permission levels, and then select Save. This action will send a request to your partner asking them to update your organization's partner permission levels. The request will need to be approved by your partner for the requested change to take place. There are many informational articles to help you use Team. Navigate to the Assistance menu and select Help Documentation. We recommend searching for the terms related to your issue such as Team or Add Partners. Be sure to check out the article titled what Team Access Levels do to read a full explanation of the various access levels and the features they enable. In this video, you've learned a few things to get you started with teams. Thanks for watching.