Creating and Managing Users

The Flourish team adds system admin users during account creation. You can follow these steps as a system admin to create new users. User management is crucial for maintaining security, controlling access, and personalizing experiences within the application. Please don't share logins.

Viewing All Users

1. Navigate to Settings
2. Click on Users on the left menu bar to see all users within the system.

   

3. Use the filter within the grid to search by name, email, title, etc.
4. Click on the email (Username) to navigate directly to the user's profile
5. Click on the Action button to take various actions as described below

Actions on a User

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.
   1. If your system is not integrated with a state track-and-trace system (such as METRC or BioTrack), you can proceed directly to creating the user.
   2. If your system is integrated, you will see a screen prompting you to manage compliance system credentials. Follow the instructions below Compliance Credential Options before clicking “Proceed.”

      

Compliance Credential Options

You have two options when setting up a user:

1. Enter the User’s API Credentials
   Provide the relevant API Key for the state compliance system:
   • METRC Users – Follow these instructions
   • BioTrack Users – Follow these instructions
2. Toggle On: “This user does not have any state compliance system credentials.”
   Use this option if you want to create a user who can access Flourish Software but should not interact with the state compliance system.

   This is commonly used for administrative, support, or marketing roles who don’t perform compliance-related actions.

If you're unsure which option to select or need help with user roles, please contact Flourish Software Support for assistance.

User profile

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