Creating and Managing Users

Creating and managing users within Flourish involves establishing and effectively overseeing user accounts. User management is crucial for maintaining security, controlling access, and personalizing experiences within the application.

Flourish identifies users with a unique email address, which cannot be reused across different companies. For users needing access to multiple company accounts, an email alias like username_companyname@yourdomain.com is recommended.
The Flourish team adds system admin users during account creation. You can follow these steps as a system admin to create new users.
  • Web Users are application users (Web Application)
  • Mobile Application Users are mobile scanner users (Mobile Application)

Viewing All Users

  1. Access the Users screen in the application. This screen provides an overview of both enabled and disabled users.
  2. To streamline your view, you can apply filters based on specific facilities to display users. This feature lets you focus on users associated with particular locations or departments.
  3. If you possess the necessary permissions, you have the ability to create a new user. Following the appropriate steps, you can add a user account to the system and grant them access to the application's features and functionalities.

To navigate and utilize the Users screen effectively, follow these instructions:

Actions on a User

Action

Description

Add New User

Creates a new user within Flourish.

Delete User

Deletes the user from Flourish.

Disable User

Disables the user from logging into Flourish indefinitely.

Edit User

Edits the user profile to update any attribute or permission for the user.

View User Detail

Views the user profile.

Add New User

To create a new user, follow these steps:

  1. Navigate to the "Manage Settings" section in the application.
  2. Select "Users" from the menu.
  3. Click on the "Create New User" button.

If your company is integrated with a state track-and-trace system like METRC, or BioTrack, you must provide the user's API key or login credentials for the facilities you want to integrate. Enter this information when prompted.

If your company is not integrated with any state track and trace system, toggle the integration switch to the "ON" position.

Learn more here on Managing Your Compliance System Credentials Flourish

If your company is integrated with a state track-and-trace system but you need to add a new user who will not have access to the track-and-trace system, meaning they will only have access to Flourish, then you will need to select a non-METRC or non-BioTrack user role while creating their new user profile in Flourish.

While creating the new user, if you do not have any available user role options to apply, then please reach out to Support so that we can help you create the user role you need.

User profile

Field

Description

Required

Email

Email to log in with.

Yes

First Name

First name of the user.

Yes

Last Name

Last name of the user.

Yes

Employee ID

Optional employee identification.

No

Cell Phone

Optional cell phone number.

No

Job Title

Optional job title of the user.

No

Location

Optional user's location.

No

Facility Permissions

User Role(s) for the Facility(ies)

Yes

Delete User

To delete a user, follow these steps:

  1. Navigate to the "Manage Settings" section in the application.
  2. Select "Users" from the menu.
  3. Click on the "Action" drop-down and Select "Delete User"

Disable User

To disable a user, follow these steps:

  1. Navigate to the "Manage Settings" section in the application.
  2. Select "Users" from the menu.
  3. Click on the "Action" drop-down and Select "Disable User"

Edit User

To edit a user, follow these steps:

  1. Navigate to the "Manage Settings" section in the application.
  2. Select "Users" from the menu.
  3. Click on the "Action" drop-down and Select "Edit User"

View User Detail

To view a user account, follow these steps:

  1. Navigate to the "Manage Settings" section in the application.
  2. Select "Users" from the menu.
  3. Click on the "Action" drop-down and Select "View User Detail"

Facility Permissions

Once a user role is created as described in the User Roles and Facility Permissions

You can assign a user the role by navigating to the Facility Permissions within the selected user profile and selecting the User Role(s) for the Facility(ies) you want to grant permissions to.

My Profile

To access and make changes to your profile, follow these instructions:

  1. Click on the menu option located at the top right corner of the screen.
  2. From the dropdown menu, select "My Profile" or choose "View User" from the user list.
  3. Once you are on the profile screen, you can modify the following information:
    • Update your first name, last name, and phone number.
    • Set your Default Facility, specifying your primary location or department.
    • Choose your default Home Page, the landing page you want to see upon logging in.
      • Note: Ensure that you have the appropriate permissions to access and modify this page.
  4. Additionally, you can change your password from the profile screen. It is important to periodically update your password for security reasons.

By following these steps, you can access your profile and make desired changes to personalize your account settings and information

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