Use this guide to help you understand the different user permissions in Dutchie POS and what they mean.
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.
This guide describes permissions related to each area of the system.
Table of Contents
General
| User permission group | Permission Name | Permission Description |
| Permissions | ||
| Administrator | Catch all for everything - gives users full access to all features all the time. Even if a feature is behind a permission, administrators have full access. | |
| Assign Permissions | Ability to assign/edit permissions to a user, through the users page. Users also need the "view users" permission. | |
| Assign Users to Groups | Provides the ability to assign users to groups from the users page. Users also need the "view users" permission. | |
| Override Discounts | Grants the ability for users to override discount amounts in the cart in the POS. | |
| Register Manager | Someone's PIN works on the POS front end, able to do voids/returns, manager functions at the register. | |
| View Permissions | Exposes the "User Groups" tab. | |
| Login | ||
| Log In to Mobile Checkout | Allows users to login to mobile checkout. | |
| Login to Backend | Allows users to login to the backoffice. | |
| Login to CRM | Allows users to login to CRM. | |
| Login to POS | Allows users to login to POS. | |
| Login to Storefront | Allows users to login to Storefront. |
Cultivation
| User Permission Group | Permission Name | Permission Description |
| Plants | ||
| Add Plant To Harvest | Add existing plants to a harvest. To create a new harvest batch, you must have the Inventory permission "Create Batch". | |
| Add Plants | Add new plants to the system. | |
| Adjust Immature Plant Counts | Gives users the ability to adjust immature plants (clones, seeds, and seedlings) up or down. | |
| Apply Additives | Gives users the ability to apply additives to plants. | |
| Assign Mother | Gives users the ability to assign a mother plant to plant(s). | |
| Assign Plant Group | Gives users the ability to assign a plant group to plant(s). | |
| Assign Plant Stage | Gives users the ability to set a plant stage (vegetation, flowering, harvesting, etc). | |
| Assign Plant Status | Gives users the ability to designate a plant as a mother. | |
| Backdate Plant Actions | Grant the ability to set historical dates for plant actions. | |
| Bypass State for Plant Creation or Conversion | Allows the user to Bypass State System on plant creation or conversion. | |
| Bypass State for Plant Harvesting | Allows the user to Bypass State System on plant harvesting. | |
| Bypass State for Plant Movement | Allows the user to Bypass State System on plant movement. | |
| Bypass State for Plant Packaging | Allows the user to Bypass State System on plant packaging. | |
| Convert Plants | Gives users the ability to convert immature plant types (clones, seeds, or seedlings) into plants. | |
| Create Plant Group | Allows users to add new plant groups from the plant groups page. | |
| Create Plants | Shows the Add Plants to Inventory form and the Convert to Plant action when a plant has a mother status = yes. | |
| Move Plants | Allows users to move plants to different rooms and subrooms. | |
| Print Plant Labels | Allows users to print labels for plants. | |
| Retire Plants | Allows users to mark plants as retired. | |
| Transfer Plant To Inventory | Allows users to transfer plants to the inventory module. | |
| Trim Plants | Allows users to trim plants. | |
| View Plant Groups | Allows users to see plant groups and perform actions on plant groups with the applicable permissions (such as retire, move, change phase, trim). Must have View Plants permission. | |
| View Plant History | Allows users to view the plant journal. Needs View Plants permission. | |
| View Plants | Allows users to see Plants under Cultivation. | |
| Harvesting/Packaging | ||
| Close Harvest | Used to complete the harvest and indicate there are no more actions needed. Must have the View harvest option to complete. | |
| Create Harvest Packages | Create bulk packages of raw cannabis materials from a specific harvest. Must have view harvest. | |
| Enter Dry Waste | Allows users to input dry weights in a batch. | |
| Enter Lab Results | Allows users to input lab results for a batch. | |
| Enter Plant Weights | Allows users to input plant weights in a batch. | |
| Enter Wet Waste | Allows users to input wet weights in a batch. | |
| Post Packages To Inventory | Allows users to post packages made from Batches to the inventory module. Must have View Packaging. | |
| Set Harvest Stage | Allows users to set the harvest stage (plant weights, wet weights, or dry weights). | |
| View Harvest | Allows the user to view the harvest and it's specific details and history. | |
| View Lab Analysis | ||
| View Packaging | Allows users to view the packaging page when creating bulk harvest packages. | |
| Waste Management | ||
| View Waste Manager | Allows users to view the waste page, where they can destroy waste created from retiring or trimming. |
Inventory
| User permission group | Permission Name | Permission Description |
| Inventory | ||
| Adjust Inventory | Enables a user to adjust inventory levels for a specific product. Exposes an action item "Adjust" on the inventory list view as well as within a specific products detail page. | |
| Assign Batch | Enables a user to assign a specific product to a batch. Exposes an action item "Assign to Batch" on the inventory list view as well as within a specific products detail page. | |
| Bypass State System |
When the Location Setting for Show Option to Bypass State System is enabled, users with this permission will see a "Bypass state system" option when performing various inventory actions. This gives the user the ability to make a change in Dutchie POS that will not be reflected in Metrc or BioTrack, such as correcting an inventory quantity discrepancy. This permission effectively grants the user all of the "Bypass State" permissions listed below. |
|
| Bypass State for Create Lab Samples | Allows the user to Bypass State System only when creating lab samples. | |
| Bypass State for Inventory Adjustments | Allows the user to Bypass State System only when adjusting inventory. | |
| Bypass State for Package Movements | Allows the user to Bypass State System only when moving packages. | |
| Bypass State for Receive Inventory | Allows the user to Bypass State System only when receiving inventory. | |
| Change Inventory Product | Enables a user to change a specific product to another. Exposes an action item "Change Product" on the inventory list view as well as within a specific products detail page. | |
| Combine Inventory | Allows users to combine packages. At least two packages must be selected in order to combine. | |
| Create Batch | Allows users to create a batch. | |
| Convert Inventory | Enables a user to convert inventory. Exposes an action item "Convert" on the inventory list view as well as within a specific products detail page. | |
| Create Lot # | ||
| Create Inventory Packages | Exposes 'create package' feature and gives user ability to create a package in inventory | |
| Create Packages | Needs discovery - may be tied to an older 'create packages' modal, potentially related to cultivation. | |
| Destroy Inventory | Enables a user to destroy inventory. Exposes an action item "Destroy" on the inventory list view as well as within a specific products detail page. | |
| Discontinue Package | Allows users to discontinue a package created in error after Convert or Create Packages, as long as other actions (move, adjust, sales) have not been taken on that package | |
| Edit Lab Samples | Allows user to create lab samples for a package as well as edit existing samples. | |
| Edit Package Tags | Allows user to choose and save package tags to products in inventory | |
| Edit Receive History | Allows users to edit detail about a receive - transaction id, title, delivered by, vendor, Is Paid | |
| Move Inventory | Allows user to move inventory within a given location. | |
| Move Inventory Location | Allows user to move inventory across rooms - does not require the "Move Inventory Permission" | |
| Print Inventory Labels | Enables a user to print labels. Exposes an action item "Print" on the inventory list view as well as within a specific products detail page. | |
| Receive Inventory | Exposes ``Purchase Orders" in the Products menu. Allows the user to receive inventory on the Inventory page as well as allows users to view and create purchase orders. | |
| Receive Transfers | Enables ability to receive Transfers. | |
| Save Orders | Ability to save WIP inventory receives | |
| Sublot | Ability to sublot product | |
| Update Package Data | Allows the user to make updates to products in inventory | |
| View Batch History | ||
| View Inventory | Allows the user to see the Inventory page. Must be enabled in order to allow users to do anything related to Inventory. | |
| View Inventory Costs | Allows users to see the Cost column on Inventory grid and package detail | |
| View Inventory History | Allows users to see the History modal within an inventory package | |
| View Inventory Transactions | Allows users to view transactions. A user may see that the action exists under "Transactions". | |
| View Lab Samples | Allows users to view lab samples. A user may see that the action exists under "Lab Results" on a product detail page but unless they have the "View Lab Samples" permission, they are unable to see any lab samples. | |
| Edit Receive History | ||
| View Receive History | ||
| Reconciliation | ||
| Close Reconciliation | Allows users to close an Audit. | |
| Create Reconciliation | Allows users to create an Advanced Audit (an audit that requires manager approval). | |
| Create Simple Audits | Allows users to create a Simple Audit (an audit that does not manager approval). | |
| Edit Reconciliation | Allows users to edit an existing audit. | |
| Enter Reconciliation Data | Allows users to add packages to an existing audit. | |
| Manage Audits At All Locations |
Allows users to view audits at all locations in your LSP. Note: users with the Administrator permission for any location can view all other locations’ audits even if this permission is deselected. |
|
| Reconcile Metrc Batch Mode Sales | Allows users to set a status of "Reconciled" for batch mode shipments in error. | |
| View Blind Audit Expected Quantities | Allows the users to see the 'expected qty' in a blind audit. | |
| View Blind Audit Products With Differences | Allows users to view the 'differences' column on blind audits. | |
| View Integration Reconciliation | Allows users to see the Integration Audit page. | |
| View Reconciliation | Allows users to see audits | |
| View Receipt Audit | Allows users to see the Receipt Audit under the Traceability tab (Metrc states and Florida BioTrack only) | |
| Post Receipts to State | Allows users to re-post receipts to BioTrack from the Receipt Audit. (Florida only) | |
| Manifest | ||
| Add Items to Manifest | Allows users to add items from PC to manifest. | |
| Close Manifest | Allows users to close manifest. | |
| Create Transfer | Allows users to create a transfer. | |
| Delete Manifest | Users can delete an uncompleted manifest with the "Delete Manifest" permission. That includes manifests that have items added to it. Users are presented with an "are you sure" message before the actual deletion. | |
| Edit Manifest | Allows users to edit existing manifest. | |
| Print Manifest | Allows users to print manifest. | |
| Reopen Manifest | Allows users to reopen previously closed manifest. | |
| View Manifest | Allows users to view a manifest. | |
| Recipes | ||
| Create Recipe Batch | Allows users to create a Recipe Batch. | |
| Edit Recipe | Allows users to modify Recipes. | |
| Run Recipe Batch Steps | Allows users to proceed through the steps of a Recipe Batch. | |
| Undo Recipe Batch Steps | Allows users to undo steps in Recipe Batches. | |
| View Recipe Batch | Allows users to see the Recipe Batch page. | |
| View Recipes | Allows users to see the Recipes page. | |
| Receive | ||
| Edit Received Product Details | Grants the ability to edit received product details. | |
| View Received Product Details | Grants the ability to view received product details. | |
| Manufacturing | ||
| Edit Infusion | Grants the ability for users to edit infusions. | |
| View Infusions | Grants the ability for users to view infusions. | |
| Purchase Orders | ||
| Approve POs | Enables ability to approve Purchase orders prior to submission | |
| Edit PO approval threshold | Enables ability to edit the $$ threshold for PO Approval | |
| View PO approval grid | Makes the Purchase Order approval tab visible. | |
| View PO approval threshold | Makes the PO approval Threshold visible. | |
| Bill of Materials | ||
| Edit a Bill of Materials | Grants the ability to create and edit bills of materials | |
| Edit an Assembly | Grants the ability to create and edit assemblies | |
| View a Bill of Materials | Grants the ability to view bills of materials | |
| View an Assembly | Grants the ability to view assemblies |
Maintenance
| User permission group | Permission Name | Permission Description |
| Products | ||
| Create Product | Allows a user to create a product in the catalog. Dependent on View Product Catalog permission. | |
| Edit Distillations | --- | |
| Edit Dosages | Allows the user to edit dosages. Dependent on View Dosages permission. | |
| Edit Inventory Kits | Allows user to edit Inventory Kits. Dependent on View Inventory Kits permission. See Configure rooms, kits, and packing lists for Dynamic Delivery | |
| Edit Lineages | --- | |
| Edit Location Product Master | Allows users to edit the fields on the Location tab in the Catalog. Dependent on View Location Product Catalog permission. | |
| Edit Product Categories | Allows users to edit product categories within Products > Configure. Dependent on "View Product Categories" permission. | |
| Edit Product Detail | Allows users to edit data about a product in the catalog. Dependent on View Product Catalog and View Product Detail permissions. | |
| Edit Product Tags | Allows users to View and Edit Product Tags within Products > Configure. | |
| Edit Sizes | Allows the user to edit products sizes. Dependent on View Sizes permission. | |
| Manage Retired Products | Allows users to view retired Products in the Catalog, and unretire them. | |
| View Dosages | Allows users to view Dosages within Products > Configure. | |
| View Inventory Kits | Allows users to view Inventory Kits in Settings > Rooms > Subrooms. See Configure rooms, kits, and packing lists for Dynamic Delivery | |
| View Location Product Master | Allows users to see the Location tab in the Catalog. | |
| View Product Categories | Allows users to view product categories within Products > Configure. | |
| View Product Detail | Allows users to click on individual products in the Product Catalog with a "read only" view. Dependent on View Product Catalog permission. | |
| View Product Master | Allows users to view the Product Catalog. | |
| View Sizes | Allows users to view sizes within Products > Configure. | |
| Customers | ||
| Edit Customer Types | Ability to edit/update Customer Types. | |
| Edit Customers | permission needed to change a customer profile status. | |
| Edit Patient Journal Entries | Allows users to create and modify journal entries on a customer record. Needs View Customer Journal Entries. | |
| Merge Customer | Allows user to combine two existing customer profiles into a single profile. | |
| View Customer Types | See all enabled customer types. | |
| View Customers | View all customers. | |
| View Patient Journal Entries | Allows users to click into and view journal entries on a customer profile. | |
| View Segments | Allows users to view customer segments created in the Backoffice. | |
| Edit Segments | Allows users to edit and create customer segment in the Backoffice. | |
| Configuration Data | ||
| Configure Labels | Allows users to access, create, and edit labels within Settings. | |
| Configure Printers | Allows users to access, sync, edit settings for, and hide printers. | |
| Configure Receipts | Alllows users to access and modify receipt details. | |
| Create Tags | Ability to create Tags for products and packages. | |
| Delete Tags | Ability to delete Tags for products and packages. | |
| Edit Adjust Loyalty Reasons | Allows users to configure reasons for manual loyalty point adjustments. These reasons are tracked in the Loyalty Adjustments Report. | |
| Edit Brands | Allows users to add and edit Brands within Products settings. Need View Brands permission. | |
| Edit Cars | Allows users to add and edit Cars within Delivery Settings. Needs View Cars permission. | |
| Edit Drivers | Allows users to add and edit Cars within Delivery Settings. Needs View Drivers permission. | |
| Edit Flower Equivalency Definition | Allows users to create and edit calculations for flower equivalency. | |
| Edit Inventory Status | Allows users to edit inventory statuses within Products > Configure. Dependent on the View Inventory Status permission. | |
| Edit Package Identity Format | Grants the ability to change the format of generated package IDs. Needs View Package Identity Format. | |
| Edit Reason Codes | Ability to add and edit existing inventory adjustment reasons. | |
| Edit Return Reasons | Grants the ability to set the predefined reasons for returning a product. | |
| Edit Rooms | Ability to edit the name and function of rooms. | |
| Edit Strains | Ability to edit strain data. | |
| Edit Tables | Ability to edit subrooms. Needs View SubRooms permission. | |
| Edit Tags | Ability to edit name of Tags. | |
| Edit Tax Rates | Ability to update tax rates. | |
| Edit Vendors | Ability to update vendor information. | |
| View Brands | Ability to view Brands. | |
| View Cars | Ability to view cars enabled. | |
| View Drivers | Ability to view drivers. | |
| View Flower Equivalency Definition | Allows users to view calculations for flower equivalency. | |
| View Inventory Status | Allows users to view Inventory Statuses within Products > Configure. | |
| View Package Identity Format | Allows users to view the Package ID format settings. | |
| View Producers | allow the user to view the manufacturer tab. | |
| View Reason Codes | Ability to view return reasons. | |
| View Return Reasons | Ability to view Reason Codes. | |
| View Rooms | Ability to view all created rooms. | |
| View Strains | Ability to view current strains. | |
| View Tables | Allows users to view Subrooms. | |
| View Tax Rates | Ability to view enabled tax rates. | |
| View Vendors | Ability to view vendors. | |
| Users | ||
| Edit Time Clocks | Allows user to reset users' time clock. | |
| Edit User Pins | Allows the user to edit user pins. The permission "View User Pins" needs to be enabled in order to edit. | |
| Edit User State Ids | Allows a user to edit user state ids. The permission "View User State IDs" must be enabled to edit. | |
| Edit Users | Allows a user to edit the user permissions. Introduces the save button on the "edit permissions" page. In order to - assign, users, view users, and edit users. | |
| Reset User Passwords | Allows a user to reset user passwords. | |
| View Time Clocks | Allows user to view current time close. | |
| View User Pins | Allows the user to view users pins. Pins are found within user details for a specific user. | |
| View User State IDs | Allows users to see the State ID and Expiration within an individual user record. Needs View Users permission. | |
| View Users | Gives the user ability to view users within the user page. Necessary to enable additional permissioning (e.g. edit users, edit user groups). |
POS
| User Permission Group | Permission Name | Permission Description |
| POS Backend | ||
| Adjust Register | Adjust a register's cash balance/amount. Used to correct mistakes. Needs View Transaction Data. | |
| Allow Transfer Between Registers | Grants the ability to transfer cash between registers. Needs View Transaction Data. | |
| Close Out Register | Allows users to perform a register close out or cash drop in the back office. Needs View Transaction Data. | |
| Edit Vault Register | -- | |
| View Closing Report | Ability to view closing reports for the day. | |
| View Multi-Locations Sales Report | Ability to view the Financials tab. | |
| View POS | ||
| View POS Summary | Allows users to see the Registers Overview Summary. | |
| View Register Transaction Data | Allows users to see All Transactions & Transactions by Register in the backoffice. | |
| View Vault Register | Allows users to click into the Vault Register and see individual transactions (automatic cash drops and close outs from other registers, and manual transfers, withdrawals, deposits). Needs View Transaction Data. | |
| POS Maintenance | ||
| Edit Batch Id Identity Format | Grants the ability to change the format of a batch. Needs View Batch ID identify format. | |
| Edit Delivery Title Identity Format | Grants the ability to change the format of a delivery title. Needs View Delivery Title identify format. | |
| Edit Discount Group Customers | Ability to add or remove customers from customer groups. | |
| Edit Discount Groups | Ability to edit customer groups. | |
| Edit Discounts | Ability to edit existing discounts. | |
| Edit Doctors | Ability to edit doctor. | |
| Edit Fees and Donations | Ability to edit existing fees and donations. | |
| Edit Loyalty Accrual | Allows users to change Dutchie Loyalty configuration in Marketing > Loyalty. | |
| Edit POS Customer Status | For editing guest list status default settings in the backoffice. | |
| Edit Pricing | Allows users to edit Pricing Tiers within Products > Configure. Needs View Pricing Tiers. | |
| Edit Registers | Allows users to click into Registers under Devices > Registers and edit settings. Needs View Registers. | |
| Edit Transaction Adjustment Reasons | Allows users to create, update, and delete Register adjustment reasons in backoffice. | |
| View Batch Id Identity Format | Grants users the ability to see batch ID formats within Products > Configuration. | |
| View Delivery Title Identity Format | Grants users ability to see delivery title formats. | |
| View Discount Groups | Abilty to view all customer groups created. | |
| View Discounts | Ability to view all discounts created. | |
| View Doctors | Ability to view all doctors attached to patient profiles. | |
| View Fees and Donations | Ability to view fees and donations. | |
| View Loyalty Accrual | Allows users to view how Dutchie Loyalty is configured in Marketing > Loyalty. | |
| View POS Customer Status | Allows users to view guestlist statuses in backoffice. | |
| View Pricing | Allows users to view Pricing Tiers within Products > Configure. | |
| View Registers | Allows users to see Registers added within Settings > Devices > Registers. | |
| CRM | ||
| Send Blast Messages | Allows users to send blast messages. | |
| Text Customers | Allows users to send SMS messages to customers. |
Reporting
| User Permission Group | Permission Name | Permission Description |
| Dashboards | ||
| View Cost of Goods Sold Data | This permission controls the visibility of two columns in the Reports > Overview > Budtenders > transaction view columns (the view you get when you click on a budtender row). The two columns it controls are "POS Product cost" and "POS Net profit." | |
| View Dashboard | View Reporting Dashboards. | |
| Static Reports | ||
| Schedule E-mail Reports | Allows users to create scheduled static reports to be emailed. | |
| View AB Report | Allows users to see this report within Static Reports (Canada). | |
| View BC Report | Allows users to see this report within Static Reports (Canada). | |
| View SK Report | Allows users to see this report within Static Reports (Canada). |
Integrations
| User permission group | Permission Name | Permission Description |
| Quickbooks | ||
| Edit Quickbooks Integration | Allows users to configure and edit Quickbooks Integration. Associated "View" permission must be enabled as well. | |
| View Quickbooks Integration | Allow users to view Quickbooks Integration | |
| Sprout | ||
| Edit Sprout Integration | Allows users to configure and edit Sprout Associated "View" permission must be enabled as well. | |
| View Sprout Integration | Allow users to view Sprout Integrtion | |
| Weedmaps 2 | ||
| Edit Weedmaps 2 Integration | Allows users to configure and edit Weed Maps 2 Integration. Associated "View" permission must be enabled as well. | |
| View Weedmaps 2 Integration | Allow users to view Weedmaps 2 Integration | |
| Hypur (now known as POSaBit Pay) | ||
| Edit Hypur Integration | Allows users to configure and edit Hypur Integration. Associated "View" permission must be enabled as well. | |
| View Hypur Integration | Allow users to view Hypur Integtation | |
| Metrc | ||
| Edit METRC Integration | Allows users to configure and edit METRC Integration. Associated "View" permission must be enabled as well. This permission is also required to edit the Mode field which allows you to operate in Batch mode or Real-time. | |
| METRC Batch Mode | Enables METRC Batch mode (Batch sync data to METRC instead of Real time) | |
| View METRC Integration | Allow users to view METRC Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| View METRC Receipt Reconciliation | Allows users to see the Receipt Audit under the Traceability tab | |
| Biotrack | ||
| Biotrack Destruction Manager | Allows users to see packages and plants scheduled and destroy them. Needs View Biotrack Integration permission. | |
| Edit BioTrack Integration | Allows users to configure and edit BioTrack Integration. Associated "View" permission must be enabled as well. | |
| View BioTrack Integration | Allow users to view BioTrack Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Leafly | ||
| Edit Leafly Integration | Allows users to configure and edit Leafly Integration. Associated "View" permission must be enabled as well. | |
| View Leafly Integration | Allows users to view the Leafly Integration. | |
| Mass DH | ||
| Edit Mass DH Integration | Allows users to configure and edit MassCIP Integration. Associated "View" permission must be enabled as well. | |
| View Mass DH Integration | Allow users to view MassCIP Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Spring Big | ||
| Edit Spring Big Integration | Allows users to configure and edit Spring Big Integration. Associated "View" permission must be enabled as well. | |
| View Spring Big Integration | Allow users to view Spring Big Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Linx | ||
| Edit Linx Integration | Allows users to configure and edit Linx Integration. Associated "View" permission must be enabled as well. | |
| View Linx Integration | Allow users to view Linx Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| MN | ||
| Edit MN Integration | Allows users to configure and edit MN Integration. Associated "View" permission must be enabled as well. | |
| View MN Integration | Allow users to view MN Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| OnFleet | ||
| Edit OnFleet Integration | Allows users to configure and edit OnFleet Integration. Associated "View" permission must be enabled as well. | |
| View OnFleet Integration | Allow users to view OnFleet Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Tookan | ||
| Edit Tookan Integration | Allows users to configure and edit Tookan Integration. Associated "View" permission must be enabled as well. | |
| View Tookan Integration | Allow users to view Tookan Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Leaflink | ||
| Edit LeafLink Integration | Allows users to configure and edit LeafLink Integration. Associated "View" permission must be enabled as well. | |
| View LeafLink Integration | Allow users to view LeafLink Integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Alpine IQ | ||
| Edit Alpine IQ Integration | Allows users to configure and edit Alpine IQIntegration. Associated "View" permission must be enabled as well. | |
| View Alpine IQ Integration | Allow users to view Alpine IQ integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| SSO | ||
| Edit SAML Configuration | Allows users to configure and edit SAML Configuration. Associated "View" permission must be enabled as well. | |
| View SAML Configuration | Allow users to view SAML Configuration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| PMP | ||
| Generate PMP Upload File | ||
| Update PMP Settings | Allow users to access and change PMP settings in Backoffice. | |
| CCRS | ||
| View CCRS Integration | Allow users to view CCRS integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| MMUR | ||
| Edit MMUR Integration Configuration | Allows users to configure and edit MMUR Integration. Associated "View" permission must be enabled as well. | |
| View MMUR Integration Configuration | Allow users to view MMUR integration configuration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Pay by Bank | ||
| Edit Pay by Bank Integration | Allows users to configure and edit Pay by Bank Integration. Associated "View" permission must be enabled as well. | |
| View Pay by Bank Integration | Allows users to view Pay by Bank integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Trym | ||
| Edit Trym Integration | Allows users to configure and edit Trym Integration. Associated "View" permission must be enabled as well. | |
| View Trym Integration | Allows users to view Trym integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Birchmount | ||
| Edit Birchmount Integration | Allow users to edit Birchmount integration | |
| View Birchmount Integration | Allow users to view Birtchmount integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| OCS | ||
| Edit OCS Integration | Allow users to edit OCS integration | |
| View OCS Integration | Allow users to view OCS integration. Integration can be found by going from Dutchie Backoffice -> Settings -> Integrations. | |
| Non-integrated payments | ||
| Edit Non-integrated manual payments | Allows users to add and edit non-integrated manual payment processors in Settings > Integrations > Non-integrated manual payments | |
| View Non-integrated manual payments | Gives users view-only access to non-integrated manual payment processors in Settings > Integrations > Non-integrated manual payments | |
| Email Marketing | ||
| Access Email Marketing | Allows users to access Marketing > Campaigns in the Backoffice | |
| Create/edit campaigns | Allows users create and edit campaigns but does not allow them to send campaigns. | |
| Send campaigns | Allows users to send email campaigns. | |
| View campaigns | Allows users to view the campaign list and reporting. | |
Compliance
| User Permission Group | Permission Name | Permission Description |
| Customer | View Customer Info Access Logs | View Customer Info Access Logs |
Security
| User Permission Group | Permission Name | Permission Description |
| Password Settings | ||
| Edit Password Settings | Allows users to view password settings (password length, password expiration). | |
| View Password Settings | Allows users to view password settings (password length, password expiration). |
Delivery
| User Permission Group | Permission Name | Permission Description |
| Thresholds | ||
| Edit Delivery Thresholds | Allows users to create and edit delivery vehicle inventory thresholds. | |
| View Delivery Thresholds | Allows users to view delivery vehicle inventory thresholds. | |
| Zones | ||
| Edit Zones | Allows users to create and edit delivery zones. | |
| View Zones | Allows users to view delivery zones. | |
| POS | ||
| Edit Routes | Allows users to create and edit delivery routes in the Register | |
| View Routes | Allows users to view delivery routes in the Register | |
| Delivery | ||
| Edit Default Delivery Window | Allows users to edit your location’s default delivery time window. |