2a. User Roles and Facility Permissions

Updated 9 months ago by Pete


Set up Flourish User Roles so that you can group individual users to share the same permissions. User Roles are specific to each Facility, so they will need to be set up at each Facility level. There are also completely separate User Roles for the Web Application, Mobile Application, and Point of Sale. The roles determine if a user is able to see a main menu item (modules), view or update data, and perform certain actions.

Module

Rule Options

Notes

Analytics

Dashboards

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

[Sample] Dashboard

Grow

Sales Numbers

Financials

Clones

Test

Test tab

View dashboard reports and data

Update settings or even add/edit dashboard setup

Each tab can be renamed and given different user roles, and you can add additional tabs. A use case for this is giving buyers a of available inventory by logging into Flourish with no other permissions or views.

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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

Reconciliation

Labs

View and Update

Note: best practice is to utilize Analytics alerts where available. Monitoring is an alternative for specialized notification needs.

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

Tutorial: Creating User Roles

https://www.iorad.com/player/1583559/User-Roles-and-Facility-Permissions

  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. For this demonstration, we will be creating a new Cultivation Training role
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  1. Toggle on the desired permissions. For this demonstration, the Cultivation Training user role has view only access for limited parts of the Cultivation process. 
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  1. Click Save
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  1. You have successfully created a new user role; however, before you can assign users to the user role, please contact Flourish Support (this is a compliance double-check before you will see the role available to add users).
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