Role-based Permissions

Role-based Permissions are included in all editions so that you can grant limited access to your cattle records to other users. Note that any changes made by a user affect all users in the account.

You can manage user roles by clicking on My Account (gear icon) on the upper left side of the screen > Manage Users > New User or Edit.

The following roles are available:

Role Description
Administrator Can view and modify all areas. The first Administrator on the account is the main contact for CattleMax - all inquiries regarding secure account information will be verified by the first Admin on the CattleMax account. This includes password inquiries, access to accounts, data questions, billing inquiries/cancellations, along with other secure areas of your account. Please make sure when inquiring, you use the email that is listed on your account.
Manager Can view and modify all areas. This role does not have access to add, edit, or delete Users. Requests to cancel accounts or an account reset are made by Administrators only.
Editor Can view and modify all areas except Account settings such as Preferences, Data, Billing, Plans, and Users. This can be helpful when you want to let others enter data from their computers or mobile devices.
Observer Can view all areas except Account settings such as Preferences, Data, Billing, Plans, and Users. Observers can add, edit, and print reports. This role does allow access to any financial information on the account.
Viewer Can view all areas except Account settings such as Preferences, Data, Billing, Plans, and Users. Viewers can add, edit, and print reports. This can be helpful when you want employees to be able to look up information instead of calling into the office while ensuring they do not make any changes to the records. Viewers can also complete tasks assigned to them.This role does not allow access to any financial information on the account.
Reporter Can only view, add, edit, and print reports and worksheets. This can be useful when needing to grant access to an accountant, comptroller, or other individuals who may not want or need access to the detailed cattle records.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us