Employee Credentialing (Metrc Manual)

A licensee’s Account Manager creates accounts and grant permissions for employees and owners to use Metrc. However, only employees requiring access to Metrc to do their jobs should be given accounts. Each employee should only be granted the minimum permissions required for his/her job. The Account Manager designated by the licensee is responsible for training all employees granted access to Metrc on the proper and lawful use of the system.

 

NOTE: The Account Manager is responsible for the accuracy of all data recorded in the California Cannabis Track-and-Trace (CCTT) by their Metrc system users.

 

The Account Manager must have the employee's full name and email address in order to create user accounts. The account creation process generates a Welcome to Metrc email for each new user. Using the links and information provided in the Welcome to Metrc email, new employee users initiate the first-time log-in and follow the account creation steps described in Sections 0 and 2.4 User Profile Creation above.

 

When adding an employee, it will be necessary to add permissions for the function(s) that the employee will use to perform tasks in the Metrc system. Employee permissions include:

 

  • Administration – Provides the capability to perform all administrative functions, including ordering tags, setting up strains, rooms, and items, and adding employees (it is recommended that the number of users granted administrative permissions be limited).
  • Plants – Provides the capability to create plantings, move plants, change growth phase, log waste, and create harvests in Metrc.
  • Packages – Provides the capability to create, adjust, and re-package packages into smaller or larger quantities, as well as create packages of production batches.
  • Transfers – Provides the capability to create, modify, void, and receive/reject transfers.
  • Transfer Hub – Provides the capability to view a manifest, edit transporter information, and record actual departure, arrival, layover check-in, and layover check-out dates/times.
  •       Sales – Provides the capability to input sales data or initiate sales uploads.

Additional notes:

  • Be sure to enter a valid, unique email address so the employee receives the Welcome to Metrc email.  If the email address was previously entered in Metrc for an employee of the same licensee or a different licensee, the employee will not receive the Welcome to Metrc email. Instead, the employee will receive an Access Granted to Metrc Facility email which lets them know they have been granted access to the license. 
  • The employee Welcome to Metrc email link expires in 24 hours.
  • If a new employee fails to log-in within the 24 hours or does not receive the Welcome to Metrc email, the Account Manager can edit the employee record and select the Resend Welcome Email checkbox to resend the email containing the temporary log-in information.  If the Resend Welcome Email checkbox is unavailable, this indicates that the employee previously logged into Metrc and set-up a password on their User Profile.  If the employee does not remember their password, instruct them to use the password reset link on the Metrc login page.
  • The permissions granted to each employee determine which menus are displayed in the Metrc toolbar for that user and whether they can view or update the information.
  • The home page selection is the first page an employee sees after successful login. This is where the employee will typically begin his/her work.

Add Employee

  1. First Name. Enter the first name of the employee.
  2. Last Name. Enter the last name of the employee. 
  3. Enable Online Access checkbox. Use this checkbox to grant the employee online access for the current facility. This checkbox will normally be checked for all employees.
  4. Email. This is the email address where the Welcome to Metrc email containing log-in credentials will be received. It will also be used as the employee Username.
  5. Phone Number. Enter the phone number of the employee.
  6. Home. Select the Home page that should be displayed for the employee upon login based on job duties. This is where the employee will typically begin his/her work. It does not affect an employee's ability to navigate from page to page.
  7. Employment. Identify the role at the facility (owner, manager, or employee). Permissions are not set by this option (see below).
  8. Permissions. The Account Manager grants permissions to each employee (including owners and managers) based on job duties. These permissions can be edited by the Account Manager as needed.

Select each checkbox to grant access to Metrc pages and menus. These vary according to facility type. For example, Retailers have sales permissions that Cultivators do not have. Examples include:

  • Plants page
  • Packages page
  • Transfers page
  • Transfers Hub page
  • Reports menu
  • Sales menu
  • Administration menu
  1. Facilities. The Account Manager can use Facilities to grant each employee access to one or more facilities at once instead of entering that person into each individual facility’s license number. The Account Manager can change access at any time.
  2. Add Button. Select this button to add multiple employees at once.
  3. Create Employees Button. Select this button to save the work and add the employee to the facility.
  4. Cancel Button. Only select this button to exit the page, without saving.
  5. Clear Button. Only select this button to clear all information that is currently entered into the page.

Edit Employee

  1. Employee. Select the employee name (<First Name> <Last Name>) to be edited from the drop-down list.
  2. Employee Lic. Number/Username. The Employee License Number field contains the Username of the employee.  The Username is initially set based on the E-mail address entered on the Add Employee page, but going forward it can only be updated by the employee on their User Profile.  This field is read-only.
  3. Enable Online Access checkbox. Use this checkbox to grant the employee online access for the current facility. This checkbox will normally be checked for all employees.
  4. Email. This is the email address and Username of the employee.  While the initial Username / E-mail value is set when the employee is added to Metrc, going forward it can only be updated by the employee on their User Profile This field is read-only.
  5. Resend Welcome E-mail. This checkbox only displays when an employee has never set-up their User Profile.  When checked and the Save Employees button is selected, the Welcome to Metrc email is resent to provide the employee with new first-time login information.
  6. Home. Select the Home page that should be displayed for the employee upon login based on job duties. This is where the employee will typically begin his/her work. It does not affect an employee's ability to navigate from page to page.
  7. Employment. Identify the role at the facility (owner, manager, or employee). Permissions are not set by this option (see below).
  8. Permission. The Account Manager grants permissions to each employee (including owners and managers) based on job duties. These permissions can be edited by the Account Manager as needed.

Select each checkbox to grant access to Metrc pages and menus. These vary according to facility type. For example, Retailers have sales permissions that Cultivators do not have. Examples include:

  • Plants page
  • Packages page
  • Transfers page
  • Transfers Hub page
  • Reports menu
  • Sales menu
  • Administration menu
  1. Add Button. Select this button to add multiple employees at once.
  2. Save Employees Button. Select this button to save the work and add the employee to the facility.
  3. Cancel Button. Only select this button to exit the page, without saving.
  4. Clear Button. Only select this button to clear all information that is currently entered into the page.


How did we do?


Powered by HelpDocs (opens in a new tab)