Default roles and permissions

Your Greenbits account includes default roles that you can assign to users. If those roles don't work for your business, you can create new roles using these permission groups and individual permissions.

Default roles

• Budtender role:
  • Make Sales (start and update shifts, ring sales, and view products)
  • Alter Sales (apply discounts, create returns and voids)
• Shift lead role:
  • All Budtender permissions
  • Manage Shifts (update sales and shifts, create cash drops, view shift reports)
  • Analyze Sales (View Sales By reports and Sales Summary report)
  • Access Back Office
• Supervisor default role:
  • All Shift Lead permissions
  • Manage Inventory (receive manifests, create return manifests, adjust inventory, manage products and manage product types)
  • Manage Discounts
• Admin default role:
  • Includes all permissions

Permissions

Permission groups

Similar permissions are grouped together on the Roles page, with individual permissions listed beneath. If you select the permission group, you are also selecting all of the individual permissions underneath.

To select permissions on a more detailed level:

1. Uncheck the top-level permission.
2. Select Advanced.
3. Select the individual permissions that you want this role to have.

Make sales permission group

• Create sales
• Skip sales warning: Allows a user to bypass below cost, transaction limit, bypass patient lookup warnings. Users without this permission must ask someone with this permission to PIN in order to override the warning and complete the sale. See more about assigning this permission.
• Skip sales below zero warning: Allows a user to bypass warnings that a sale will cause inventory to go into the negative. Users without this permission will require a manager/admin PIN in order to override the warning and complete the sale. See more about assigning this permission.
• View products
  • Applies to the products list in both the register and in Back Office.
  • You must also select Access Back Office in order for this permission to work.
• Start shift
• Update shift
• Manually add item: Allows a user to ring up an item by searching the product name or barcode (SKU). Users without this permission will be required to scan all items in order to add them to a sale
• Manually verify age: Applies only to recreational stores using age verification at the register. Allows a user to type a customer's date of birth into the register. Users without this permission will be required to scan the customer's ID in order to verify age and complete a sale.
• Create employee sales: Allows a user to ring up sales with an employee as the customer, for the purpose of distributing samples or applying employee discounts.
• Create delivery sales: Allows a user to designate a sale as a delivery in the Register. Delivery sales is only available in some markets. Learn more about delivery sales.

Alter sales permission group

• Apply discounts
  • Each Discount Plan also has their own set of permissions. Learn more.
• Create returns
• Create voids
• Create employee returns: Allows a user to process returns on items purchased by an employee, including samples.
• Create employee voids: Allows a user to process voids on items purchased by an employee, including samples.

Manage shifts permission group

• Update sales: Allows a user to edit the payment type(s) and amount(s) on a previous transaction from the Activity page in Back Office.
• Administer shifts: Allows a user to edit or close shifts that were started by another user, as well as create a Paid In or Paid Out in Back Office.
• Create paid in and out: Allows a user to create a Paid In or Paid Out in the Register.
• Update paid in and out: Allows a user to edit a Paid In or Paid Out in Back Office.
• Open drawer: Refers to the ability to manually open the cash drawer from the Manage Drawer section of the register app.
• View shift report
  • Allows a user to view and update Shift Reports in Back Office.
  • Allows a user to print the closing drawer receipt when ending a shift.
  • You must also select Access Back Office in order for this permission to work.

Analyze sales permission group

You must also select Access Back Office in order for this permission to work.

• View sales by reports
• View sales summary report
• Analyze sales on home page

Access Back Office permission group

This permission allows a user to sign in to the Greenbits Back Office.

• This is not required for accessing the register or for making sales.
• Many of the other permissions require you to also select Access Back Office in order to work.

Manage inventory permission group

You must also select Access Back Office in order for this permission to work.

• Receive inventory
• Return inventory
• Adjust inventory: Users with this permission can make inventory adjustments and can access draft and completed Audits from the Audits page in the Back Office.
• View Quick Audit: Users with this permission can view and select the Audit button on the Products page to perform a Quick Audit.
• Update inventory
• View packages: Controls access to the Packages (Metrc states) or Lots (Washington) section of Back Office
• View package history events
• Update packages
• Create products
• Update products
• Destroy products
• View product types
• Create product types
• Update product types
• Destroy product types
• View brands
• Create brands
• Update brands
• Destroy brands
• View strains
• Create strains
• Update strains
• Destroy strains
• View suppliers
• Create suppliers
• Update suppliers
• Destroy suppliers
• Manage Places
• View Places
• Manage Account Wide Products: Users with this permission can add brands, strains, and vendors once and use them across all locations. It is unchecked by default.

Manage pricing tiers permission group

You must also select Access Back Office in order for this permission to work.

• View tiered pricing models
• Create tiered pricing models
• Update tiered pricing models
• Destroy tiered pricing models

Read more about pricing tiers here.

Manage discounts permission group

You must also select Access Back Office in order for this permission to work.

• View discount plans
• Create discount plans
• Update discount plans

Read more about discounts here.

Manage roles permission group

You must also select Access Back Office in order for this permission to work. This group of permissions allows you to control roles and permissions settings for yourself and for other users.

• View roles
• Create roles
• Update roles
• Destroy roles

Manage taxes permission group

You must also select Access Back Office in order for this permission to work.

• View tax items
• Create tax items
• Update tax items
• Destroy tax items
• View tax reports

Manage devices permission group

Greenbits recommends that you have at least one user with these permissions be in your store at all times. These permissions are required in order to activate the Greenbits app and connect it with your Back Office and inventory. Update devices allows a user to re-name a register and set whether that register can process medical sales only, recreational sales only, or both. Destroy devices allows a user to permanently delete devices. If someone without this permission attempts to destroy a device, a user with the permission can use their PIN to complete the deletion. 

• Create devices
• Update devices
• Destroy devices

Manage users permission group

You must also select Access Back Office in order for this permission to work.

• Create users
• Update users
• Destroy users
• View user pin
• Reset user pin

Manage store settings permission group

This section controls access to the Store Options page in Back Office as well as other storewide settings such as Location settings, Receipt settings, and Traceability settings, such as entering your license number.

You must also select Access Back Office in order for this permission to work.

• Update company settings
• Update license number
• View company settings
• View payment methods
• Update payment methods

Manage subscriptions and billing group

This permission allow a user to access the Customer Account Portal, where you can view information about your subscription, as well as self-serve some billing items.

You must also select Access Back Office in order for this permission to work.

Manage customers permission group

You must also select Access Back Office in order for this permission to work.

• View customers
• Update customers
• Destroy customers

Manage patients permission group

You must also select Access Back Office in order for this permission to work.

• View patients
• Create patients
• Update patients

Manage employees permission group

Employee is a type of Customer (not to be confused with Users). Only employees can receive cannabis samples and employees-only Discount Plans.

You must also select Access Back Office in order for this permission to work.

• Create employees
• Update employees
• View employees
• Destroy employees

Manage menu feeds permission group

You must also select Access Back Office in order for this permission to work.

• Create menu feeds
• Update menu feeds
• View menu feeds
• Destroy menu feeds

Manage loyalty program, rewards, and points permission group

You must also select Access Back Office in order for this permission to work.

• Create loyalty rewards
• Update loyalty rewards
• View loyalty rewards
• Destroy loyalty rewards
• Adjust loyalty points
• Update loyalty program

Manage traceability permission group

This permission group applies to Metrc states only. You must also select Access Back Office in order for this permission to work.

This permission allows you to receive notifications about traceability issues that require your attention to resolve.