Resources & Clients Web Access

You can grant access to farmerswife (fw) for Clients/Contacts, Freelancers, Vendors, via iOS fw app, Web Client and Mobile Web Client.

Go to farmerswife Client app > Toolbox > Contacts. Open the Contact and choose a previously saved Permission Profile from the dropdown menu.
Or click on the drop-down menu at the right of "Permission Profile" to create a new Profile in the Web Profile Manager.
Then tick the Web Access setting to enable it by using these 3 options:
- "OK"
  This sends the valid active Invitation email where the link URL looks like this:
  http://yourDomainName:WebClientPort/?invitations=id202503250921460000000557
- "Preview Email "
  Use this option to SEE the layout of the Invitation email; this is not a valid Invitation for Web Access > Yes, the link URL is this:
  http://yourDomainName:WebClientPort//?invitations=#main
- "Do Not Send"
  The Invitation email will NOT be sent, but Web Access is now enabled!
  
  Now use the "Preview Email" option the URL link is NOW different and looks like this:
  http://yourDomainName:WebClientPort/?invitations=id202503250921460000000557#main
  It now contains the valid "Invitation ID"!
  
  This can now be used to set the Password e.g. "123456789" on behalf of the customer.
  Use it and ensure that this works by e.g. signing into the Web Client:
  Username: EmailOfContactTypeClient
  Password: 123456789
Click "OK" and this will trigger the Invitation email to be sent to the Contact to set the Password.
Your Outgoing Mail settings must be set up on the fw Server > Setup > General tab > Allow Mail for this email to be sent. A valid email address must be entered in the Contact’s Email, this IS the Username.
Contact type Client does not have to be licensed to access; they are free of charge.
Contact type Resource requires a Web User license.

Use the "Preview Email" option to check before sending. The person being invited will receive the same HTML formatted email as in the Preview Invite Email.

You can customize the Contact Email Invitation if needed. The Invite Email template is stored in:

- farmerswifeServer\html_templates\http_session\webuser\invite_email.html

In the valid Invitation email, the invitee will click on "Click here to define your password and log-in" and a web browser window will open. The invitee has to enter the own Password and re-enter it again in Confirm Password. Then click on Confirm.

The window will now slightly change, this time asking us for the Username (= the invitee's Email address) and the Password she/ he just set has to be used to log-in to farmerswife by using the iOS fw app, Web Client or Mobile Web Client and to subscribe via Web Cal.

The "Do Not Send" option allows to set a Password on behalf of the customer.

And the Invitation email will NOT be sent, but Web Access is now enabled!

See the above info on how to use it.

In case of “I forgot my password”:

Go to the Contact tab on your Toolbox > Open that Contact.
Click Web Access: No, and OK for the changes to take effect.
Then open it up and set Web Access back to Yes. This will reset the previous password and re-send the Invitation Email.

Typical Configuration Example Scenarios:

a. Give Clients access to see their Projects Bookings through the Web Client.

Follow the invitation and configuration to invite a Client above and configure a Profile as below:

Select the following settings and leave the rest un-ticked or set to NO:

Web Browser Based Client
Events > Objects > All Objects > Can View
Events > Show Event > If He Has A Relation To Its Project > Yes

In addition, you will need to go to Toolbox > Settings > Server Setup:

Web Profile “Has Relation” Flags are true if Contact Is In Same Company:

Checked = can see any Bookings for Project whose contacts belong to same Company/ Client.
Unchecked = can only see his Projects.

b. Give Clients access to see certain rooms schedule and book through Web Client.

Give your clients this Profile if you want to make a Studio or Meeting Room available for them to book via the Web for all clients that rent/ book rooms. They can see if the room(s) is available or booked, and they can book (Project or Task) and write a note about who booked it. They will not see anything else from farmerswife, like Bookings, Contacts etc.

All can share a single login if you setup a new Contact e.g. MYCOMPANY CLIENT BOOKING and share the email (e.g. [email protected]) and password with them.

Create a new Profile, select the following settings and leave the rest un-ticked or set to NO:

Allowed Access Tiers > Web Browser Based Client .
Events > Objects > Specific Object Level Control. In this window, give access to view the specific room/s and the ability to make Bookings (Project and/ or Task) for these rooms.
Events > Show Events > Always > Yes, but hide Event Details.
Events > Show > If He Has A Relation To Its Projects > Yes (this way he can see the Booking name, etc.).
Events > Allow Bookings on Projects > Projects That He Has A Relation To.

Keep in mind that when making a Booking they will also have to fill out the fields of Booking names, Project, Status, etc. The better alternative might be for them to just be able to make Task Bookings for those rooms and then you can always have one of your Advanced Users make the Task a Booking and associate it with the correct Project.

They will need to put a note of who booked it, as it does not record this from a client type login. When they login to the Web Client, it starts out blank. Set up Studio 1 and Studio 2 as favorites and then they can click on the Star to view each calendar. Any other Bookings for those rooms will show as booked but with no details. They will be listed as an "Undisclosed Event". See the attached screenshot.

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