How to set roles and permissions on DairyLogs

Configure DairyLogs role access for Admin, Doctor, Accountant, Stock manager, Visitor, and module permissions.

Roles & permissions controls what each role can open—Admin, Doctor, Accountant, Stock manager, Visitor, and more—via a module access matrix and other access toggles.

Before you start

Admin access on the farm.

Steps

Open Roles & permissions: Go to Roles & permissions (/dashboard/roles-and-permissions).
Edit a role matrix: Select a role and toggle module access (Herd, Milk, Feed, Health, Breeding, Finance, Reports, Settings, etc.).
Assign roles to people: Save changes, then ensure each member on Team → Members has the role that matches their job.

DairyLogs roles and permissions matrix for Admin Doctor Accountant Stock manager Visitor — Roles and permissions

Tips

Doctors often need Health + Breeding without full Finance write access.
Stock managers need Feed/Medicine/Maintenance stock without payroll settings.

Ready to try this on your farm? Create a free DairyLogs account and follow the same steps in your dashboard.

— FAQ

Frequently asked questions

01Where do I change DairyLogs permissions?

Open Roles & permissions and toggle module access per role, then assign those roles on Members.

02Which default roles exist?

Common roles include Admin, Doctor, Accountant, Stock manager, and Visitor, each with a different module matrix.

03Why can’t a user see Finance?

Their role lacks Finance module access. An Admin must enable it on Roles & permissions or change the member’s role.

Put this into practice

DairyLogs helps you record milk, breeding, feed, health, and finance in one place — so the knowledge on this page becomes daily action.

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Roles & permissions controls what each role can open—Admin, Doctor, Accountant, Stock manager, Visitor, and more—via a module access matrix and other access toggles.

Before you start

Admin access on the farm.

Steps

Open Roles & permissions: Go to Roles & permissions (/dashboard/roles-and-permissions).
Edit a role matrix: Select a role and toggle module access (Herd, Milk, Feed, Health, Breeding, Finance, Reports, Settings, etc.).
Assign roles to people: Save changes, then ensure each member on Team → Members has the role that matches their job.

Tips

Doctors often need Health + Breeding without full Finance write access.
Stock managers need Feed/Medicine/Maintenance stock without payroll settings.

Ready to try this on your farm? Create a free DairyLogs account and follow the same steps in your dashboard.