Online preferences and managing customers

Select Agent Home and on your homepage select CRN Details and from the drop-down menu select Online Preferences. The Online Preference screen appears, and by selecting Update this information, you can choose to receive notifications by email, SMS, or both. You can also update your email address and mobile phone  number. The email address and mobile phone number will be used by Farming Connect where applicable. Select Save Changes to update your information or Cancel to return to the previous screen.  Your changes will be shown instantly in the Online Preferences screen.

From your homepage, select Manage Customers. There are four tabs displayed here:

1. Approved: This tab lists all your associations in ascending CRN order. You can choose to reject an association or view its history, which displays the roles granted between the customer and the Agency/Farming Union, along with the dates they were active, including the current roles permitted.
2. Awaiting Agent/Farming Union Approval: This tab lists all association requests awaiting approval. A red box displays the number of pending requests. You can choose to Approve, Reject, or View History. Approve and Reject actions require confirmation. Once they have been confirmed the CRN moves to the appropriate section – Approved or Rejected by Customer. View History displays current and previous permissions for the   association.
3. Rejected by Agent/Farming Union: This tab displays all rejected associations, including the customer’s name and Trading Title. You can reinstate an association by selecting Approve. The View History option provides a record of all current and previous permissions for that association.
4. Rejected by Customer: This tab lists the customer’s CRN and trading title. The View History option provides a record of all current and previous permissions for that association.

This information is also available on the Select the Customer page under Customer Authorisations, where each of the four categories is displayed with a numerical value indicating its status.

Below is an overview of the roles your customers can assign you and what you can do for your customer if you have been assigned one or more of these roles. 

Amend Business Details: this role will allow you to make amendments to your customer’s business details online. Changes to business details can be made under General Details, Correspondence Address, Main Farm Address, Trading Address, Individual Details and Online Preferences. If you do not have this role, you will still be able to view these areas but the ‘add new/amend’ buttons will not be showing for you. – Role applicable to Agents & Farming Unions only. 

Complete Applications and Claims: this role will allow you to complete applications and claims online. It does not mean you have permission to submit the application or  claim. If you do not have this role, you will still be able to view applications and  claims but the buttons for completing or amending applications and  claims will not show for you - Role applicable to Agents & Farming Unions only. 

Submit Applications and  Claims: this role will allow you to submit an application or claim online. If you do not have this role, you will still be able to view applications and  claims but the ‘Submit Applications’ and ‘Submit Claims’ button will not show for you - Role applicable to Agents only.

View Payment/Financial Letters: this role will allow you to view Financial Information online, e.g. payment letters, overpayment letters and Payments made to your customers. If you have this role, the ‘Financial Information > Payments’ menu option will show for you. If you do not have this role, you will not see this menu option at all - Role applicable to Agents, Farming Unions & Industry Advisers. 

Manage Entitlements; this role will allow you to initiate transfers of your customer’s Single Payment Scheme (SPS) entitlements online. Notification of any transfer (or lease) applications made will be sent to the farming business’ Correspondence Address’. The Entitlements tab is viewable regardless of this role being allocated. Role applicable to Agents, Farming Unions & Industry Advisers.