Team and roles

Members tab

The list of the farm’s people: the owner first, then every member with their role, who invited them and when, and the last day they have access. Each person has a status: Active, Expired (their last day of access has passed) or Invitation pending (they have never signed in). Only the owner and the manager see it; your own card is marked “(you)” and has no actions.Where it appears: Settings → Members tab

Invite a member

Asks for the e-mail, the name, the role and, if you want, a last day of access. Mi Finca creates the account in the farm’s organization and sends an e-mail with the sign-in link. If the e-mail does not go out (the farm has no e-mail configured, or sending failed), the invitation is still created and the dialog shows the invitation text with a button to copy it and send it over WhatsApp or any other channel.Where it appears: Settings → Members → Invite member

Farm roles

Six roles. There is only one owner, and it is not assigned from the farm: the Mi Finca team transfers ownership. The owner and the manager assign the other five, except that only the owner appoints another manager.Where it appears: Settings → Members → Role

See full explanation

Role	What it does
Owner	Everything: the herd, production, finance, settings and the team. The only one who appoints, changes or removes a manager.
Manager	The same as the owner day to day, finance and the team included, except appointing, changing or removing another manager.
Worker	Records the farm’s work: animals, milking, health, reproduction, nutrition, cheesemaking, sales and inventory. Does not see Finance, costs or the member list.
Viewer	Looks at everything, finance included, without recording or editing anything. Does not see the member list.
Veterinarian	Looks at and records health, treatments and reproduction; looks at milking, nutrition and inventory. Never sees a cost or sales, and annuls only what they recorded themselves.
Accountant	Looks at finance, sales, milking, cheesemaking, inventory and reports, and records expenses and other income. Does not create or edit sales, or record anything in the herd.

Veterinarian

An external role for whoever looks after the herd. Looks at and records health and reproduction (treatments, diagnoses, services, palpations), looks at milking to check withdrawals, looks at nutrition and uploads animal photos. Sees medication stock, but never a cost. Can annul only what they recorded: on other people’s rows there is no “Annul”.Where it appears: Settings → Members → Role

Accountant

An external role for whoever keeps the books. Looks at Finance, Sales and every report, and records and edits expenses and other income. Cannot create or edit a sale, and records nothing in the herd, milking or cheesemaking.Where it appears: Settings → Members → Role

Last day of access

An optional expiry per member. You pick the last day with access in the farm’s calendar: the person works all of that day and, from the following midnight, loses access on their next request, with nothing scheduled. The list shows them as Expired. To give access back, edit the member and pick a new day or tap “Remove expiry”. A reminder e-mail goes out seven days beforehand (see “Expiry notice”). Automatic removal from the Kinde organization at expiry comes later.Where it appears: Settings → Members → Invite or Edit

Who gets the digest

The owner and managers decide in the Members tab who gets the daily digest. By default the owner and managers get it; it can be switched on for any other member. Each person can unsubscribe from Notifications (in the sidebar, next to Sign out) or from the link at the bottom of the e-mail, and nobody else can undo that. That link opens the preferences of the farm that sent the e-mail, even when another farm is active in the dashboard.Where it appears: Settings → Members tab and Notifications

Expiry notice

Seven days before a member's access ends, Mi Finca e-mails them, and also the owner and managers, so it can be extended if needed. If you change the date, a new notice goes out for the new date.Where it appears: Settings → Members → Invite or Edit

Costs and the finance permission

Only people with the finance permission (owner, manager, viewer and accountant) see costs. Without it they disappear from the screen: inventory average cost and purchase prices, the Valuation and Reports tabs of Purchases, feed and cheese costs, and an animal’s purchase price. Sale prices are not costs and stay visible. Without the permission you also cannot change the origin of an animal that has a purchase price recorded: Mi Finca refuses it so a price you cannot see is never erased, and someone with the finance permission makes the change.Where it appears: Inventory, Nutrition, Cheesemaking and each animal’s record

Recorded by

Every row of an animal’s health and reproduction history shows who recorded it, by name (never by e-mail). Rows recorded before this feature existed have no author and show a dash.Where it appears: Animals → detail → Health and Reproduction

Remove access

Takes the person off the farm right away: they lose access on their next action, even with the app open, and leave the farm’s Kinde organization. Everything they recorded stays on the farm. The owner’s access cannot be removed, and nobody removes their own.Where it appears: Settings → Members → Remove access

Team tasks

A piece of work assigned to someone on the team, with a title, a priority, a date and, when needed, an animal and notes. It can be one-off (for one day; if it is not marked, it keeps showing as overdue), daily, or on chosen weekdays, with an optional last day. The owner and the manager create, edit and delete them, and assign them to the owner, a manager or a worker. The assignee marks their own task done; the owner and the manager can mark any. The section shows the whole week, overdue tasks first, with a filter by person.Where it appears: Team → Tasks

My tasks today

A card on the home with the tasks due for you today and any overdue ones still open, each with its box to mark it done. It only shows when you have something assigned. The daily digest carries the same in its “Team tasks” section; for the owner and the manager it also says how many tasks of other members are overdue. A worker gets the daily digest only if the owner or a manager switched it on for them in Settings → Members.Where it appears: Home and daily digest

Assign from Pending

Next to each pending item on the home (calvings, dry-offs, heats, health, withdrawals, inventory) the owner and the manager have an “Assign” button. It opens the task form already filled with the item’s title, animal and date: only the assignee is left to pick before saving. The task remembers where it came from and shows a shortcut to the record that closes it, such as “Record calving” or “Go to inventory”.Where it appears: Home → Pending → Assign

Days off and vacation

Each person on the team asks for days off from Team → Time off with “Request time off”: first and last day, type (day off, vacation or other) and an optional note. The request stays Pending until the owner or a manager approves or rejects it, with an optional reply. The owner and the manager can also record an absence directly for anyone on the team with “Record absence”, approved on the spot, even for a day already gone. Whoever asked can cancel their request while it is still pending; the owner and the manager can cancel any. If a task is later assigned to that person on an approved day off, the app warns before the form closes.Where it appears: Team → Time off

Team calendar

The whole month under the list of requests, with one band per person on each day they are off: solid when the absence is approved, dashed while it is still pending. Rejected requests do not show. Tapping a day lists who is off that day.Where it appears: Team → Time off

Milking roster

Who milks each of the farm’s configured shifts, day by day, one week at a time. The template says who milks on each weekday and repeats every week (grey); an exception changes a single date (coloured) and “Back to the template” removes it. The owner and the manager edit it; the rest of the team reads it. If someone on the roster has an approved day off that day, they show with a warning mark: the app does not take them off the shift, the owner decides. The milking screen says “Milking today” with the names on each of today’s shifts.Where it appears: Team → Milking roster and Milking

Give the vet access for a month

1. 1

   Members

   Settings → Members tab

2. 2

   Invite

   The vet’s e-mail and name

3. 3

   Role

   Veterinarian

4. 4

   Last day

   The day the work ends

5. 5

   Send or copy

   If the e-mail does not go out, copy the text and send it

6. 6

   The vet signs in

   With their e-mail, seeing only their part

Assign Pinta’s vaccination to the milker

1. 1

   Home

   The Pending list

2. 2

   Pending

   Pinta: the vaccination due

3. 3

   Assign

   The form arrives filled in

4. 4

   Assignee and date

   The milker and the day

5. 5

   Save

   The task lands in Team → Tasks

6. 6

   My tasks today

   The milker sees it on their home

7. 7

   Mark done

   The box closes it for everyone

Request a day off and get it approved

1. 1

   Time off

   Team → Time off tab

2. 2

   Request time off

   First and last day, type and note

3. 3

   Pending

   The manager sees it in their daily digest

4. 4

   Approve

   The owner or the manager, with an optional reply

5. 5

   Calendar

   The band turns solid on those days

6. 6

   Daily digest

   The requester reads that it was approved