Setting up your business details is an important step. This defines which farm entities and owners will be protected by your safety system. It also creates the letterhead, that will be used on all documents created later in the setup.
The following video provides an overview of how to setup your Business Details, or read on below for a written explanation.
Note: Your Access Level may restrict the use of some features.
The 10 Step Implementation Guide needs to be done on Desktop.
- Navigate to Business > Business Details in the left menu.
-
Complete Business Details including:
- Primary Business Details – The entity name, email and postal address that appears on the policies, reports and documents you create.
- Business Contacts - The key contacts of your business.
- Content Preferences - Your commodity type/s and region so that documents can be highlighted as core or relevant for your business.
- Other Entities - Any other subsidiary businesses under the control of the primary business – see Tips.
- Your Logo – If you have one.
Tips
What other business entities do you have related to your Primary business?
For example, contracting, trusts, land owners – add these under the Other Entities Tab so they are protected by your safety system.
What's Next?
Implementation - Step 2 - Locations
Or return to the 10 steps overview and choose your own next step:
10 Simple Steps to Set Up Your Safe Ag Systems Software
Or check out our Webinars