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Recommended Roles and Permissions
Recommended Roles and Permissions

This article will explain the 4 recommended roles we suggest and the permissions associated with those roles.

Elizabeth Lyons avatar
Written by Elizabeth Lyons
Updated over a month ago

Flowhub Roles allow you to customize the types of employees you have at your store. To learn more about how to create or edit a new Role, review this article: Maui: Roles

If a manager or budtender says they cannot perform a function in Maui, it is likely because they are not set up with the correct permissions. Here are our three recommended roles and the permissions:

Budtenders

Budtenders engage directly with customers, provide guidance, and ensure a positive experience. This role includes all the permissions in order to make a sale in Maui.

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Edit

Create

Delete

Additional Notes

Budtender Metrics

Yes

Carts

Yes

Yes

Yes

Yes

- Add to Cart with Click - Optional (if enabled, employees will see a plus button to add items to the cart).

- Apply Discounts OPTIONAL (budtender can still apply inline discounts and Deals in the cart but won't be able to approve discounts with PIN unless this is checked).

- "Delete Carts" allows a budtender to use "Customer Left" in Cashier

Compliance

Yes

Yes

Yes

Yes

- Needed to push sales to Metrc (i.e. needed for budtenders with states with Live Sales Push, or budtenders who will be Batch EOD pushing sales to Metrc. If the budtender won't be doing either of these things, then no need to give them these permissions).

Customer Groups

Yes

- Ensures that the employee can check a customer in on Greet

Customers

Yes

Yes

Yes

- Edit Loyalty Points - OPTIONAL

Deals

Yes

Drawers

Yes

Yes

- View totals - OPTIONAL (If enabled, the user sees drawer totals at drawer close. If disabled, "blind drawer close")

- Drop - OPTIONAL (If enabled, the user can make a drop).

Inventory

Yes

- Ensures the employee can see Inventory in the Cashier for making sales

Rooms

Yes

Sales

Yes

- Ensures the employee can view previous sales and reprint receipts, etc.

- Void Sales - OPTIONAL

- Return Sales - OPTIONAL

- Adjust Sales - OPTIONAL

Store Settings

Yes

Shift Lead

The Shift Lead oversees the day-to-day operations, ensures customer satisfaction, manages staff, and addresses any operational challenges that may arise. This role has mid-level permissions.

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Edit

Create

Delete

Additional Notes

Analytics

Yes

Budtender Metrics

Yes

Carts

Yes

Yes

Yes

Yes

- Apply Discounts - YES

- Add to Cart with Click - YES (if enabled, employees will see a plus button to add items to the cart).

Compliance

Yes

Yes

Yes

Yes

- Needed to push sales to Metrc (i.e. needed for employees in states with Live Sales Push, or employees who will be Batch EOD pushing sales to Metrc).

Customer Groups

Yes

Yes

Yes

Yes

Customers

Yes

Yes

Yes

Yes

- Edit Loyalty Points - YES

Deals

Yes

Yes

Yes

Delivery

Yes

Yes

N/A

Yes

- Please reach out to a Flowhub team member or the Product Support team (help@flowhub.com) to have Delivery enabled for your store.

- The "Can Delete" permission gives the user the ability to cancel delivery orders.

Drawers

Yes

Yes

Yes

Yes

- View Totals - OPTIONAL (if enabled, the user sees drawer totals at drawer close. If disabled, "blind drawer close". Note: view totals also print drawer open/close receipts).

- Drop - YES

- Payout - OPTIONAL

- Pay In - YES

- Pop Drawer - OPTIONAL

- Print Receipts - OPTIONAL

Inventory

Yes

- Move Quantities - YES

- Audit Quantity - YES

- Override Product & Variant fields - YES (allows user to bring in inventory)

Price Profiles

Yes

Products

Yes

- Needed to move inventory

Rooms

Yes

- Needed to move inventory

Sales

Yes

Yes

- Void Sales - YES

- Return Sale Items - YES

- Adjust Sales - YES

Store Settings

Yes

Inventory Manager

The Inventory Manager oversees the Inventory. From adding new inventory, auditing inventory, or ensuring everything matches between the regulator and Flowhub, this user is responsible for non-customer actions. This role has mid-level permissions.

View

Edit

Create

Delete

Additional Notes

Analytics

Yes

Yes

Yes

Yes

Budtender Metrcs

Yes

Compliance

Yes

Yes

Yes

Yes

- Needed to push sales to Metrc or add Inventory from Metrc

Custom Categories

Yes

Yes

Yes

Yes

Deals

Yes

Yes

Yes

Yes

Inventory

Yes

Yes

Yes

Yes

- Approve Discrepancy - YES

- Accept Transfer - YES

- Send Transfer - YES

- Move Quantities - YES

- Audit Quantity - YES

- Override Product & Variant - YES

Price Profiles

Yes

Yes

Yes

Yes

Products

Yes

Yes

Yes

Yes

Rooms

Yes

Yes

Yes

Store Settings

Yes

n/a

n/a

General Manager/Owner

The primary person in charge and decision-maker. This role has full permissions in Maui.

View

Edit

Create

Delete

Additional Notes

Analytics

Yes

Yes

Yes

Yes

Budtender Metrcs

Yes

Carts

Yes

Yes

Yes

Yes

- Apply Discounts - YES

- Add to Cart with Click - YES

Compliance

Yes

Yes

Yes

Yes

- Needed to push sales to Metrc or add Inventory from Metrc

Custom Categories

Yes

Yes

Yes

Yes

Customer Groups

Yes

Yes

Yes

Yes

Customers

Yes

Yes

Yes

Yes

- Edit Loyalty Points - Yes

Deals

Yes

Yes

Yes

Yes

Delivery

Yes

Yes

N/A

Yes

- Please reach out to a Flowhub team member or the Product Support team (help@flowhub.com) to have Delivery enabled for your store.

- The "Can Delete" permission gives the user the ability to cancel delivery orders.

Drawers

Yes

Yes

Yes

Yes

View Totals - YES

- Drop - YES

- Payout - YES

- Pay In - YES

- Pop Drawer - YES

- Print Receipts - YES

Fees

n/a

Yes

Yes

n/a

Inventory

Yes

Yes

Yes

Yes

- Approve Discrepancy - YES

- Accept Transfer - YES

- Send Transfer - YES

- Move Quantities - YES

- Audit Quantity - YES

- Override Product & Variant - YES

Loyalty

Yes

Yes

Yes

Yes

- Grants permissions to create or edit stores loyalty program

Price Profiles

Yes

Yes

Yes

Yes

Products

Yes

Yes

Yes

Yes

Purchase Limits

n/a

n/a

n/a

n/a

- Applicable in Ohio Only

Roles

Yes

Yes

Yes

Yes

Rooms

Yes

Yes

Yes

Yes

Sales

Yes

Yes

Yes

Yes

- Void Sales - YES

- Return Sale Items - YES

- Adjust Sales - YES

Shifts

Yes

Yes

Yes

Yes

Store Settings

Yes

Yes

n/a

n/a

Taxes

Yes

Yes

Yes

Yes

Users

Yes

Yes

Yes

Yes

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