Getting Started

This guide helps new users get oriented with AgriOS and complete common initial tasks.

Logging In

  1. Open your AgriOS URL in a web browser (provided by your administrator)

  2. Enter your username (usually your email address)

  3. Enter your password

  4. Click Log in

Note

If you’ve forgotten your password, click “Reset Password” on the login page or contact your administrator.

The Main Interface

After logging in, you’ll see the AgriOS dashboard with:

App Switcher (grid icon, top left)

Access different applications: Farmers, Plots, Training, Trade, Sales, Inventory, etc.

Search Bar (top center)

Search across records, menus, and documentation.

User Menu (top right)

Access your profile, preferences, and log out.

Navigation Menu (left side)

Browse records within the current application.

Main Content Area (center)

View and edit records, dashboards, and reports.

Your First Steps

1. Update Your Profile

  1. Click your name in the top right corner

  2. Select Preferences

  3. Review and update: - Display name - Email signature - Time zone - Language preference

  4. Click Save

2. Explore the Dashboard

The dashboard shows key metrics and quick actions. Customize it by:

  1. Clicking Edit (if available)

  2. Adding or removing dashboard widgets

  3. Arranging widgets to your preference

Common Tasks

Viewing Records

  1. Open an application (e.g., Farmers)

  2. Browse the list view showing all records

  3. Click a record to view details

  4. Use filters and search to find specific records

Creating Records

  1. Navigate to the relevant application

  2. Click Create or New

  3. Fill in required fields (marked with *)

  4. Add optional information as needed

  5. Click Save

Editing Records

  1. Open the record you want to modify

  2. Click Edit

  3. Make your changes

  4. Click Save

Searching and Filtering

Use the search bar to find records:

  • Type keywords to search across multiple fields

  • Click filter icons to narrow results

  • Save frequently used filters as favorites

Understanding Views

AgriOS presents data in different views:

List View

Tabular display of multiple records. Click column headers to sort.

Form View

Detailed view of a single record for viewing or editing.

Kanban View

Card-based view, useful for workflows and visual organization.

Map View (where available)

Geographic display of records with location data.

Getting Help

In-Application Help

Look for help icons (?) next to fields and sections.

Documentation

You’re reading it! Navigate using the sidebar.

Support

Contact your administrator or implementation partner.

User FAQ

See User FAQ for answers to common questions.

Next Steps

Once comfortable with the basics: