User permissions reference guide - Dutchie POS

User permissions play a significant role in Dutchie POS and help you maintain access levels in your organization. Nearly every action you can perform in Dutchie POS is tied to a specific permission or set of permissions. 

Overview

User permissions control access levels across all areas of Dutchie POS. Nearly every action a user can perform is tied to a specific permission or set of permissions. This guide describes all permissions organized by module.

⚠️ Important — Administrator Permission: The Administrator permission is a catch-all that grants full access to every feature in the system at all times. Users with Administrator access bypass all individual permission checks. Assign with caution.

⚠️ Important — Bypass State System Permission: The Bypass State System permission allows users to make changes in Dutchie POS that are not reflected in Metrc or BioTrack (e.g., correcting inventory discrepancies). This effectively grants all individual "Bypass State" permissions listed throughout this guide. Assign with caution.

Column definitions

  • Permission Name: Name of permission you will see in the Permissions tab of Dutchie POS
  • Description: A short description of the permission
  • Required Permissions: If you require a pre-requisite permission for this permission or role, it will be noted here

General

Permission Group: Permissions

Permission Name Description Required Permissions
Administrator Catch-all that grants full access to all features at all times. Even if a feature is behind a specific permission, Administrators have full access. None
Assign Permissions Ability to assign or edit permissions for a user via the Users page. View Users
Assign Users to Groups Ability to assign users to groups from the Users page. View Users
Override Discounts Grants the ability to override discount amounts in the cart in the POS. None
Register Manager Allows a user's PIN to work on the POS front end; enables voids, returns, and manager functions at the register. None
View Permissions Exposes the "User Groups" tab. None

Permission Group: Login

Permission Name Description Required Permissions
Log In to Mobile Checkout Allows users to log in to mobile checkout. None
Login to Backend Allows users to log in to the Backoffice. None
Login to CRM Allows users to log in to CRM. None
Login to POS Allows users to log in to POS. None
Login to Storefront Allows users to log in to Storefront. None

 

Cultivation

Permission Group: Plants

Permission Name Description Required Permissions
Add Plant To Harvest Add existing plants to a harvest. To create a new harvest batch, the Inventory permission "Create Batch" is also required. Create Batch (for new harvest batches)
Add Plants Add new plants to the system. None
Adjust Immature Plant Counts Adjust immature plant counts (clones, seeds, and seedlings) up or down. None
Apply Additives Apply additives to plants. None
Assign Mother Assign a mother plant to one or more plants. None
Assign Plant Group Assign a plant group to one or more plants. None
Assign Plant Stage Set a plant stage (vegetation, flowering, harvesting, etc.). None
Assign Plant Status Designate a plant as a mother. None
Backdate Plant Actions Set historical dates for plant actions. None
Bypass State for Plant Creation or Conversion Bypass the State System on plant creation or conversion. None
Bypass State for Plant Harvesting Bypass the State System on plant harvesting. None
Bypass State for Plant Movement Bypass the State System on plant movement. None
Bypass State for Plant Packaging Bypass the State System on plant packaging. None
Convert Plants Convert immature plant types (clones, seeds, or seedlings) into plants. None
Create Plant Group Add new plant groups from the plant groups page. None
Create Plants Shows the Add Plants to Inventory form and Convert to Plant action when a plant has mother status = yes. None
Move Plants Move plants to different rooms and subrooms. None
Print Plant Labels Print labels for plants. None
Retire Plants Mark plants as retired. None
Transfer Plant To Inventory Transfer plants to the inventory module. None
Trim Plants Trim plants. None
View Plant Groups See plant groups and perform actions (retire, move, change phase, trim) with applicable permissions. View Plants
View Plant History View the plant journal. View Plants
View Plants See Plants under Cultivation. None

Permission Group: Harvesting / Packaging

Permission Name Description Required Permissions
Close Harvest Complete a harvest and indicate no further actions are needed. View Harvest
Create Harvest Packages Create bulk packages of raw cannabis materials from a specific harvest. View Harvest
Enter Dry Waste Input dry weights in a batch. None
Enter Lab Results Input lab results for a batch. None
Enter Plant Weights Input plant weights in a batch. None
Enter Wet Waste Input wet weights in a batch. None
Post Packages To Inventory Post packages made from batches to the inventory module. View Packaging
Set Harvest Stage Set the harvest stage (plant weights, wet weights, or dry weights). None
View Harvest View a harvest and its specific details and history. None
View Lab Analysis View lab analysis results. None
View Packaging View the packaging page when creating bulk harvest packages. None

Permission Group: Waste Management

Permission Name Description Required Permissions
View Waste Manager View the waste page to destroy waste created from retiring or trimming plants. None

 

Inventory

Permission Group: Inventory

Permission Name Description Required Permissions
Adjust Inventory Adjust inventory levels for a specific product. Exposes an "Adjust" action on the inventory list view and product detail page. View Inventory
Assign Batch Assign a specific product to a batch. Exposes an "Assign to Batch" action on the inventory list view and product detail page. View Inventory
Bypass State System When enabled at the location level, shows a "Bypass state system" option during inventory actions — changes made will not be reflected in Metrc or BioTrack. Grants all individual "Bypass State" permissions. None
Bypass State for Create Lab Samples Bypass the State System only when creating lab samples. None
Bypass State for Inventory Adjustments Bypass the State System only when adjusting inventory. None
Bypass State for Package Movements Bypass the State System only when moving packages. None
Bypass State for Receive Inventory Bypass the State System only when receiving inventory. None
Change Inventory Product Change a specific product to another. Exposes a "Change Product" action on the inventory list view and product detail page. View Inventory
Combine Inventory Combine packages. At least two packages must be selected. View Inventory
Convert Inventory Convert inventory. Exposes a "Convert" action on the inventory list view and product detail page. View Inventory
Create Batch Create a batch. None
Create Inventory Packages Exposes the "Create Package" feature to create a package in inventory. View Inventory
Create Lot # Create a lot number for inventory items. None
Create Packages May be tied to an older "create packages" modal, potentially related to cultivation. None
Destroy Inventory Destroy inventory. Exposes a "Destroy" action on the inventory list view and product detail page. View Inventory
Discontinue Package Discontinue a package created in error after Convert or Create Packages, as long as no other actions (move, adjust, sales) have been taken on it. View Inventory
Edit Lab Samples Create lab samples for a package and edit existing samples. Also required for fetching lab results. View Inventory
Edit Package Tags Choose and save package tags to products in inventory. View Inventory
Edit Receive History Edit details about a receive transaction (transaction ID, title, delivered by, vendor, payment status). View Inventory
Move Inventory Move inventory within a given location. View Inventory
Move Inventory Location Move inventory across rooms. Does not require the "Move Inventory" permission. View Inventory
Print Inventory Labels Print labels. Exposes a "Print" action on the inventory list view and product detail page. View Inventory
Receive Inventory Exposes "Purchase Orders" in the Products menu. Allows users to receive inventory and view/create purchase orders. View Inventory
Receive Transfers Receive transfers. View Inventory
Save Orders Save work-in-progress (WIP) inventory receives. View Inventory
Sublot Sublot a product. View Inventory
Update Package Data Make updates to products in inventory. View Inventory
View Batch History View the history of a batch. View Inventory
View Inventory Allows the user to see the Inventory page. Must be enabled for users to perform any inventory-related actions. None
View Inventory Costs See the Cost column on the inventory grid and package detail. View Inventory
View Inventory History See the History modal within an inventory package. View Inventory
View Inventory Transactions View transactions listed under "Transactions." View Inventory
View Lab Samples View lab samples on a product detail page under "Lab Results." Also required for fetching lab results. View Inventory
View Receive History View receive history details. View Inventory

Permission Group: Reconciliation

Permission Name Description Required Permissions Applies To
Close Reconciliation Close an audit. View Reconciliation All
Create Reconciliation Create an Advanced Audit (requires manager approval). None All
Create Simple Audits Create a Simple Audit (does not require manager approval). None All
Edit Reconciliation Edit an existing audit. View Reconciliation All
Enter Reconciliation Data Add packages to an existing audit. View Reconciliation All
Manage Audits At All Locations View audits at all locations in your LSP. Note: Administrator users for any location can view all locations' audits regardless of this setting. None All
Reconcile Metrc Batch Mode Sales Set a status of "Reconciled" for batch mode shipments in error. None All
View Blind Audit Expected Quantities See the "expected qty" column in a blind audit. View Reconciliation All
View Blind Audit Products With Differences View the "differences" column in blind audits. View Reconciliation All
View Integration Reconciliation See the Integration Audit page. None All
View Reconciliation See audits. None All
View Receipt Audit See the Receipt Audit under the Traceability tab. None Metrc states and Florida BioTrack only
Post Receipts to State Re-post receipts to BioTrack from the Receipt Audit. View Receipt Audit Florida only

Permission Group: Manifest

Permission Name Description Required Permissions
Add Items to Manifest Add items from PC to a manifest. View Manifest
Close Manifest Close a manifest. View Manifest
Create Transfer Create a transfer. None
Delete Manifest Delete an uncompleted manifest, including manifests that have items added. Users see a confirmation prompt before deletion. View Manifest
Edit Manifest Edit an existing manifest. View Manifest
Print Manifest Print a manifest. View Manifest
Reopen Manifest Reopen a previously closed manifest. View Manifest
View Manifest View a manifest. None

Permission Group: Recipes

Permission Name Description Required Permissions
Create Recipe Batch Create a Recipe Batch. View Recipe Batch
Edit Recipe Modify Recipes. View Recipes
Run Recipe Batch Steps Proceed through the steps of a Recipe Batch. View Recipe Batch
Undo Recipe Batch Steps Undo steps in Recipe Batches. View Recipe Batch
View Recipe Batch See the Recipe Batch page. None
View Recipes See the Recipes page. None

Permission Group: Receive

Permission Name Description Required Permissions
Edit Received Product Details Edit received product details. View Received Product Details
View Received Product Details View received product details. None

Permission Group: Manufacturing

Permission Name Description Required Permissions
Edit Infusion Edit infusions. View Infusions
View Infusions View infusions. None

Permission Group: Purchase Orders

Permission Name Description Required Permissions
Approve POs Approve Purchase Orders prior to submission. View PO Approval Grid
Edit PO Approval Threshold Edit the dollar threshold for PO approval. View PO Approval Threshold
View PO Approval Grid Makes the Purchase Order approval tab visible. None
View PO Approval Threshold Makes the PO approval threshold visible. None

Permission Group: Retail ID

These permissions only apply to Metrc-integrated locations that have enabled Retail ID. Learn more:

Permission Name Description Required Permissions
Fetch Retail IDs Fetch existing retail IDs from Metrc Select Fetch Retail IDs on the Manage Retail IDs screen
Print Retail IDs Print retail ID QR code labels Select Print Retail ID Labels on the Manage Retail IDs screen
View Retail IDs View existing retail IDs associated with a package Select View Retail IDs on the Manage Retail IDs screen

Permission Group: Bill of Materials

Permission Name Description Required Permissions
Edit a Bill of Materials Create and edit bills of materials. View a Bill of Materials
Edit an Assembly Create and edit assemblies. View an Assembly
View a Bill of Materials View bills of materials. None
View an Assembly View assemblies. None

Permission Group: Invoices

Permission Name Description Required Permissions
Accept Invoice Payments Accept payments on invoices. View Invoices
Delete Invoice Payments Delete payments on invoices. View Invoice Payments
Delete Invoices Delete invoices. View Invoices
Edit Invoice Payments Edit payments on invoices. View Invoice Payments
Edit Invoices Edit invoices. View Invoices
Reject Invoice Payments Reject payments on invoices. View Invoice Payments
View Invoice Payments View payments on invoices. View Invoices
View Invoices View invoices. None

 

Maintenance

Permission Group: Products

Permission Name Description Required Permissions
Create Product Create a product in the catalog. View Product Master
Edit Distillations Edit distillation records in the system. None
Edit Dosages Edit dosages. View Dosages
Edit Inventory Kits Edit Inventory Kits. View Inventory Kits
Edit Lineages Edit product lineage records. None
Edit Location Product Master Edit the fields on the Location tab in the Catalog. View Location Product Master
Edit Product Categories Edit product categories within Products > Configure. View Product Categories
Edit Product Detail Edit data about a product in the catalog. View Product Master, View Product Detail
Edit Product Tags View and edit Product Tags within Products > Configure. None
Edit Sizes Edit product sizes. View Sizes
Manage Retired Products View retired products in the Catalog and unretire them. View Product Master
View Dosages View Dosages within Products > Configure. None
View Inventory Kits View Inventory Kits in Settings > Rooms > Subrooms. None
View Location Product Master See the Location tab in the Catalog. None
View Product Categories View product categories within Products > Configure. None
View Product Detail Click on individual products in the Product Catalog in read-only view. View Product Master
View Product Master View the Product Catalog. None
View Sizes View sizes within Products > Configure. None

Permission Group: Customers

Permission Name Description Required Permissions
Edit Customer Types Edit and update Customer Types. None
Edit Customers Change a customer profile status. View Customers
Edit Patient Journal Entries Create and modify journal entries on a customer record. View Patient Journal Entries
Merge Customer Combine two existing customer profiles into a single profile. View Customers
View Customer Types See all enabled customer types. None
View Customers View all customers. None
View Patient Journal Entries View journal entries on a customer profile. View Customers
View Segments View customer segments created in the Backoffice. None
Edit Segments Edit and create customer segments in the Backoffice. View Segments

Permission Group: Configuration Data

Permission Name Description Required Permissions
Configure Labels Access, create, and edit labels within Settings. None
Configure Printers Access, sync, and edit settings for printers, and hide printers. None
Configure Receipts Access and modify receipt details. None
Create Tags Create Tags for products and packages. None
Delete Tags Delete Tags for products and packages. None
Edit Adjust Loyalty Reasons Configure reasons for manual loyalty point adjustments (tracked in the Loyalty Adjustments Report). None
Edit Brands Add and edit Brands within Products settings. View Brands
Edit Cars Add and edit Cars within Delivery Settings. View Cars
Edit Drivers Add and edit Drivers within Delivery Settings. View Drivers
Edit Flower Equivalency Definition Create and edit calculations for flower equivalency. View Flower Equivalency Definition
Edit Inventory Status Edit inventory statuses within Products > Configure. View Inventory Status
Edit Package Identity Format Change the format of generated package IDs. View Package Identity Format
Edit Reason Codes Add and edit existing inventory adjustment reasons. View Reason Codes
Edit Return Reasons Set the predefined reasons for returning a product. View Return Reasons
Edit Rooms Edit the name and function of rooms. View Rooms
Edit Strains Edit strain data. View Strains
Edit Tables Edit subrooms. View Tables
Edit Tags Edit the name of Tags. None
Edit Tax Rates Update tax rates. View Tax Rates
Edit Vendors Update vendor information. View Vendors
View Brands View Brands. None
View Cars View cars enabled. None
View Drivers View drivers. None
View Flower Equivalency Definition View calculations for flower equivalency. None
View Inventory Status View Inventory Statuses within Products > Configure. None
View Package Identity Format View the Package ID format settings. None
View Producers View the Manufacturer tab. None
View Reason Codes View Reason Codes. None
View Return Reasons View Return Reasons. None
View Rooms View all created rooms. None
View Strains View current strains. None
View Tables View subrooms. None
View Tax Rates View enabled tax rates. None
View Vendors View vendors. None

Permission Group: Users

Permission Name Description Required Permissions
Edit Time Clocks Reset other users' time clocks. View Time Clocks
Edit User Pins Edit user PINs. View User Pins
Edit User State Ids Edit user State IDs. View User State IDs
Edit Users Edit user permissions. Introduces the save button on the "edit permissions" page. View Users, Assign Users
Reset User Passwords Reset user passwords. View Users
View Time Clocks View current time clock records. None
View User Pins View user PINs (found within user details for a specific user). None
View User State IDs See the State ID and Expiration within an individual user record. View Users
View Users View users within the Users page. Required for additional permissioning (e.g., edit users, edit user groups). None

 

POS

Permission Group: POS Backend

Permission Name Description Required Permissions
Adjust Register Adjust a register's cash balance or amount to correct mistakes. View Register Transaction Data
Allow Transfer Between Registers Transfer cash between registers. View Register Transaction Data
Close Out Register Perform a register close out or cash drop in the Backoffice. View Register Transaction Data
Edit Vault Register Edit the Vault Register settings. View Vault Register
Undo Register Close Out Undo a close out if no transactions have been processed on that register since its last close out. None
View Closing Report View closing reports for the day. None
View Multi-Locations Sales Report View the Financials tab. None
View POS View the POS module. None
View POS Summary See the Registers Overview Summary. View POS
View Register Transaction Data See All Transactions and Transactions by Register in the Backoffice. None
View Vault Register Click into the Vault Register and see individual transactions (automatic cash drops, close outs, manual transfers, withdrawals, deposits). View Register Transaction Data

Permission Group: POS Maintenance

Permission Name Description Required Permissions
Edit Batch Id Identity Format Change the format of a batch. View Batch ID Identity Format
Edit Delivery Title Identity Format Change the format of a delivery title. View Delivery Title Identity Format
Edit Discount Group Customers Add or remove customers from customer groups. View Discount Groups
Edit Discount Groups Edit customer groups. View Discount Groups
Edit Discounts Edit existing discounts. View Discounts
Edit Doctors Edit doctor records. View Doctors
Edit Fees and Donations Edit existing fees and donations. View Fees and Donations
Edit Loyalty Accrual Change Dutchie Loyalty configuration in Marketing > Loyalty. View Loyalty Accrual
Edit POS Customer Status Edit guest list status default settings in the Backoffice. View POS Customer Status
Edit Pricing Edit Pricing Tiers within Products > Configure. View Pricing
Edit Registers Click into Registers under Devices > Registers and edit settings. View Registers
Edit Transaction Adjustment Reasons Create, update, and delete Register adjustment reasons in the Backoffice. None
View Batch ID Identity Format See batch ID formats within Products > Configuration. None
View Delivery Title Identity Format See delivery title formats. None
View Discount Groups View all customer groups created. None
View Discounts View all discounts created. None
View Doctors View all doctors attached to patient profiles. None
View Fees and Donations View fees and donations. None
View Loyalty Accrual View how Dutchie Loyalty is configured in Marketing > Loyalty. None
View POS Customer Status View guest list statuses in the Backoffice. None
View Pricing View Pricing Tiers within Products > Configure. None
View Registers See Registers added within Settings > Devices > Registers. None

Permission Group: CRM

Permission Name Description Required Permissions
Send Blast Messages Send blast messages to customers. None
Text Customers Send SMS messages to customers. None

 

Reporting

Permission Group: Dashboards

Permission Name Description Required Permissions
View Cost of Goods Sold Data Controls visibility of two columns in Reports > Overview > Budtenders: "POS Product Cost" and "POS Net Profit." View Dashboard
View Dashboard View Reporting Dashboards. None

Permission Group: Static Reports

Permission Name Description Required Permissions Applies To
Schedule E-mail Reports Create scheduled static reports to be emailed. None All regions
View AB Report See this report within Static Reports. None Canada only
View BC Report See this report within Static Reports. None Canada only
View SK Report See this report within Static Reports. None Canada only

 

Integrations

Note on Integration Permissions: For all integrations below, the "Edit" permission requires the corresponding "View" permission to also be enabled. All integrations are accessible from: Dutchie Backoffice > Settings > Integrations.

POSaBit Pay (formerly Hypur)

Note: Hypur is now known as POSaBit Pay.

Permission Name Description Required Permissions
Edit Hypur Integration Configure and edit the POSaBit Pay (Hypur) Integration. View Hypur Integration
View Hypur Integration View the POSaBit Pay (Hypur) Integration. None

(All remaining integration sections follow the same Edit/View pattern — see the markdown file for the full list covering: Quickbooks, Weedmaps 2, Metrc, BioTrack, Leafly, Mass DH, Spring Big, Linx, MN, OnFleet, LeafLink, Alpine IQ, SSO/SAML, PMP, CCRS, MMUR, Pay by Bank, Birchmount, OCS, Non-Integrated Payments, and Email Marketing.)

 

Compliance

Permission Name Description Required Permissions
View Customer Info Access Logs View Customer Info Access Logs. None

 

Security

Permission Name Description Required Permissions
Edit Password Settings Edit password settings (length, expiration). View Password Settings
View Password Settings View password settings (length, expiration). None

 

Delivery

Permission Name Description Required Permissions
Edit Delivery Thresholds Create and edit delivery vehicle inventory thresholds. View Delivery Thresholds
View Delivery Thresholds View delivery vehicle inventory thresholds. None
Edit Zones Create and edit delivery zones. View Zones
View Zones View delivery zones. None
Edit Routes Create and edit delivery routes in the Register. View Routes
View Routes View delivery routes in the Register. None
Edit Default Delivery Window Edit the location's default delivery time window. None

 

 
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