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Required Permissions for Metrc Integration

Learn which permissions are required in Flowhub and Metrc to ensure your dispensary’s integration works correctly.

Elizabeth Lyons avatar
Written by Elizabeth Lyons
Updated over 2 weeks ago

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

Flowhub’s Metrc integration helps dispensaries stay compliant by syncing inventory, sales, and package data directly with the state’s tracking system. We’ll guide you through the necessary permissions in both Flowhub and Metrc to ensure that data transfers run smoothly and accurately.


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. Navigate to Employees > Roles.

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

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

  4. If changes were made, select Save.


Verify Permissions in Metrc

Each employee must also have the correct permissions assigned in METRC to successfully push or pull data through Flowhub.

  1. Log in to Metrc

  2. Select Admin > Employees.

    1. If you don't see this menu, please ask your Manager to complete it for you.

  3. Choose the employee whose permissions you need to review.

  4. Select Edit Employee.

  5. Verify that each required permission is assigned based on the employee’s role below.

Recommended Metrc Permissions by Role

  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 required for Metrc employee profiles, please contact support@metrc.com.


Frequently Asked Questions

Why are permissions needed in both Flowhub and Metrc?
• Both systems must authorize data access to ensure secure, compliant communication between platforms.

How do I know if my Metrc permissions are correct?
• Log in to Metrc and verify that they match the above requirements.


Whoohoo! 💃

You’ve successfully configured all required permissions for your Metrc integration. Your dispensary’s data will now sync automatically between Flowhub and Metrc — ensuring compliance, accuracy, and peace of mind.

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