Users & Permissions

7 articles

User Roles and Facility Permissions

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. Ther…

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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…

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Setting Up Users for Mobile Access

Step-by-step guide. Navigate to the Admin Settings area of the web application (find the Manage settings option in the Hi, User! dropdown) The remainder of this guide assumes that you already have at…

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How to enable "Update financial info for shipped orders"

The first step is to open Flourish and click the gearbox in the top right corner. Click User Roles. Select the facility for the role you want to edit. Click on the green Pencil icon next to the user…

Updated by NIr Malchy

Enable Add a New Physician to User Roles

Summary. The ability for a user to add new physicians can now be configured for specific user roles. This allows Flourish admins to manage which users can add new physicians to the system. Steps. Nav…

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Retail POS - Allow to Allocate Inventory to a Purchase Order Manually

Control the ability of your budtenders to allocate packages to a retail purchase order manually. When this toggle is 'On,' the users can scan or manually select packages to assign inventory to the re…

Updated by NIr Malchy

Prevent Users from Exporting All Grid Data

General. Per client feedback, the ability for a user to export all data from any Flourish table such as the All Packages , All Orders , All Purchase Orders etc. can now be managed as a User Role perm…

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