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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 a…

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.

A user will need a User Role. You can change a user's user role at any time.

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

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

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.

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:
  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

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

How did we do?

User Roles and Facility Permissions

Setting Up Users for Mobile Access

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