Team
Staff & permissions
Add budtenders and managers, set what each role can do, and hand out manager PINs.
Adding an employee
- Settings → Team → Add employee.
- Set the Username, Work email, Password, and Role — Budtender or Manager.
- Optionally add a Manager PIN (4–6 digits) for approving discounts at the register, plus HR details (legal name, phone, employee #, hire date).
- Fine-tune the permission checkboxes and press Create Employee.
Use Disable to shut off access without deleting history.
What each permission does
| Permission | Grants |
|---|---|
| Use register (POS) | Sign in on the register and ring sales. |
| Apply cart discounts | Manual % and promo codes at checkout. |
| Void completed sales | Void and Return actions in sale history. |
| Process returns / refunds | Take returns at the register. |
| Open cash drawer | Kick the drawer outside a sale. |
| View … reports (6 categories) | Per-category access to Reports. |
| View cost / COGS data | See cost columns and margin numbers. |
| Manage customers | Create, edit, and archive profiles. |
| Manage discount rules | Create and schedule discounts / BOGOs. |
| Manage team & permissions | Staff accounts and roles; register settings. |
| Manage compliance & Metrc | Compliance settings and the Metrc connection. |
| Access Store HQ | Sign in to the back office at all. |
| Manage store & inventory settings | Rooms, restock logic, hardware, devices. |
| Access … module (5 modules) | Inventory / POS / Purchasing / Analytics / CRM areas. |
Role defaults: budtenders start POS-focused with no back-office access; managers start with everything on. The store owner (tenant admin) always has every permission.