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Team

Staff & permissions

Add budtenders and managers, set what each role can do, and hand out manager PINs.

Adding an employee

  1. SettingsTeamAdd employee.
  2. Set the Username, Work email, Password, and RoleBudtender or Manager.
  3. Optionally add a Manager PIN (4–6 digits) for approving discounts at the register, plus HR details (legal name, phone, employee #, hire date).
  4. Fine-tune the permission checkboxes and press Create Employee.

Use Disable to shut off access without deleting history.

Settings → Team: employees with roles, permissions, and manager PINs.
Settings → Team: employees with roles, permissions, and manager PINs.

What each permission does

PermissionGrants
Use register (POS)Sign in on the register and ring sales.
Apply cart discountsManual % and promo codes at checkout.
Void completed salesVoid and Return actions in sale history.
Process returns / refundsTake returns at the register.
Open cash drawerKick the drawer outside a sale.
View … reports (6 categories)Per-category access to Reports.
View cost / COGS dataSee cost columns and margin numbers.
Manage customersCreate, edit, and archive profiles.
Manage discount rulesCreate and schedule discounts / BOGOs.
Manage team & permissionsStaff accounts and roles; register settings.
Manage compliance & MetrcCompliance settings and the Metrc connection.
Access Store HQSign in to the back office at all.
Manage store & inventory settingsRooms, 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.