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User Roles and Facility Permissions

Overview of User Roles. Set up Flourish User Roles so that you can group individual users to share the same permissions. User roles are configured at the Facility level , meaning they must be set up…

Overview of User Roles

Set up Flourish User Roles so that you can group individual users to share the same permissions.

User roles are configured at the Facility level, meaning they must be set up separately for each Facility.

The role assigned to a user determines which main menu modules they can view or manage, as well as which actions they are permitted to perform.

There are also completely separate User Roles for the Web Application, Mobile Application, and Point of Sale.

Module

Rule Options

Notes

Analytics

Reports

View dashboard reports and data

Update settings or even add/edit dashboard setup

Inbound

Purchase Orders

Transfers

View, Update

For Purchase Orders, create new items and/or strains.

Call Center

Customers

Purchases

Retail only

Add/Edit/Delete customers and order, apply discounts, or cancel orders.

Inventory

Inventory

Plants

Lab Results

Audit

Inventory Counts

View, Update

Manage which roles can adjust inventory, create packages with different input/output quantities, create items on the Item Master, create strains on the strain master, edit lot numbers, generate serial numbers for package eaches, locate inventory, lock and unlock inventory, mark and unmark package as lab sample, update inventory unit cost

Dashboard

General

Legacy module (not available for new implementations)

Manufacturing

Runs

View or Update/Perform

Grow

Overview (dashboard)

Clone Vegetation

Flowering

Drying

Processing

Harvest Packages

View and Update

Harvest Packages action options: Adjust inventory quantity, edit lot numbers, locate inventory, lock and unlock inventory, mark and unmark package as lab sample

Monitoring

General

Legacy module (not available for new implementations)

Outbound

Orders

Shipments

Transfers

View and Update

Orders: allow creation of packages with different input and output quantities, approve orders (if this configuration is turned on), return package

Retail

Purchases

Customers

Tills

Deliveries

View and Update

Purchases: authorize discount

Customers: Delete customer, mark customer for deletion, merge customer profiles

Tills: Close till, perform pay in, perform pay out

How to create a new user role

  1. Open Flourish Software and navigate to Settings in the top right of your screen. 
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  1. Click Manage Settings
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  1. Click User Roles
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  1. Click Add New
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  1. Type in the name of the new role in Add Role.
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  1. Toggle on the desired permissions.
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  1. Click Save
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  1. You have successfully created a new user role!
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How to edit a user role

  1. Open Flourish Software and navigate to Settings in the top right of your screen. 
  2. Click Manage Settings
  3. Click User Roles
  4. Click on the icon to edit the role
    click here to edit the user role
  5. Once you're done editing the role, click "Save" in the upper right corner of the page

Non-Compliance Integrated User Roles

Non-Metrc/Non-BioTrack user roles are useful for team members who only need view access in Flourish and do not have an account in Metrc/BioTrack.

If you need to create or edit a user role that is not integrated with BioTrack or Metrc, please reach out to the Support Team for assistance.

To learn more about Metrc User Role Permissions, please click here.


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