Access to adding users depends on your role and permissions.
When you add a user, you give access to your Greenbits account to that user. You can add your employees, your IT consultant, your business partner, your investors, and anyone else you want to have access to your Greenbits account. You specify what users can do in Greenbits by assigning roles.
Note: Adding your employees as users of Greenbits is different than adding Employees to Greenbits.
Skip to 0:42 in the video to see how to add a user in the Back Office.
Add a user
- Review the default roles available in Greenbits. If those roles don't work for your business, create new roles with the permissions you want first, and then add users.
- Go to your Back Office > Settings gear > Users.
- Select Add User.
- Enter the employee's Employee License Number (Metrc states) or Global User ID (Leaf states).
- Decide what Username and Password you want this user to use when signing in to the Back Office, and enter them.
- A good practice for usernames is to use first initial and last name.
- Usernames must be unique across all of Greenbits. If you have a Tom Jones and a Tim Jones, they cannot both have the username tjones.
- Your password must be at least 8 characters long.
- Enter the user's Name and Email.
The Email must be unique across all of Greenbits. - Select a Role.
- Skip Pin. It is generated automatically when you save the user.
- Pins are used to sign in to Registers.
- If you ever forget your Pin, look it up by going to the Settings gear > Users.
- Select all of the Locations that you want this user to access. They will use the same username, password, and Pin for all locations.
- Select Save. The user's Pin is shown in the Users list.
What's next?
- Learn how to delete users when you want to disable someone's access.
- Add your employees as customers so you can give them an employee discount or dispense samples in WA.