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Required Permissions for Metrc Integration

This article explains what permissions are needed in Metrc and Flowhub to integrate, depending on your role.

Elizabeth Lyons avatar
Written by Elizabeth Lyons
Updated this week

Flowhub has a 2-way integration with the latest version of Metrc Connect (V2). Learn more about Metrc Connect.

To ensure seamless integration between your system and Metrc, both your staff’s access in Flowhub and their roles in Metrc must be configured correctly. In this guide, we’ll guide you through the required permissions in both systems so your team can sync inventory and sales data without interruption.


Set Permissions in Flowhub

Anyone on your team who needs to push sales to Metrc, pull inventory from Metrc, or view the Metrc tab needs the following permissions for their role in Flowhub:

To confirm or edit:

  1. Sign in to Flowhub and navigate to Employees > Roles.

  2. Select the role you need to edit and click Edit.

  3. Under the Compliance section, make sure all four boxes are selected (Green).

  4. If changes were made, save.


Set Permissions in Metrc:

  1. Log in to Metrc

  2. Select Admin > Employees.

    • If you don't see this menu, ask your Manager to finish this for you.

  3. Select your name

  4. Select Edit Employee

Make sure your team has the following permissions in Metrc:

  1. Budtender:

    • Packages Page

      • Grids (req'd) - View

      • Inventory - Manage

    • Sales Menu

      • Sales - Manage

    • Search Menu (MD, MI, CO Med, and MT only)

      • Patient Status Lookup - View

      • Caregiver Status Lookup - View

  2. Manager:

    • Packages Page

      • Grids (req'd) - View

      • Inventory - Manage

      • Create/Submit/Disc. - Manage

    • Transfers Menu

      • Licensed & External - View & Manage

      • Templates - Manage

    • Sales Menu

      • Sales - Manage

    • Reports Menu

      • All - View

    • Admin Menu

      • Locations - Manage

      • Strains - Manage

      • Items - Manage

    • Search Menu (MD, MI, CO Med, and MT only)

      • Patient Status Lookup - View

If you have any questions about the permissions and features needed for Metrc employee profiles, please reach out to support@metrc.com.


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