This article covers how to create and manage your Canix users. To learn how to create or edit user permissions groups, see User Permission Groups. In this article we will cover:

• Adding Users
  • Users with No Email Address
• Updating Users
• Deleting Users

View the following video or keep reading to learn more.

Add New Users

Before you begin: You must have Edit Access to the User Management and Hourly Rate & Labor Costs permissions in permission groups in order to add new users (highlighted below).

Adding a New User

1. Navigate to Admin > User Management
2. In the upper right, click + Create User
3. Fill in all required fields, then select Create to save the user
   • Name
   • Phone Number 
     • Format must include the country code (1 for US):  +1 234 567 8910 
     • While a phone number is required to create a user, you can opt to add a false number in its place
   • Email - this will be the user's login
   • Facilities - If you have multiple licenses, select which facilities the user should have access to. Permissions apply to all facilities the user has access to.
   • User Permission Group - By default, the user will be put in the Full Access permission group, but any group can be selected from here. See here to create a new group.
4. Fill in optional fields:
   • Metrc API Key - Actions are submitted to Metrc with the API key on the facility, using Canix's submissions table to audit individual user actions. If preferred to set an API key on each user, follow these steps to find their API key in Metrc.
     • Warning: The permissions on the Metrc employee will prevent the user from submitting certain actions from Canix, causing errors at submission. You must ensure the user has the appropriate Metrc permissions to submit the corresponding actions in Canix.
   • Employee ID - Optionally, assign the employee ID for reference. This does not appear in reporting.
   • Hourly Rate - Optionally add an hourly rate to each user to calculate labor cost throughout Canix. Restrict who can see the hourly rates and labor COGS in permission groups (see here to restrict Labor COGS, and here to restrict Hourly Rate visibility)
     

Permissions & Notifications

Optionally, select email notifications or additional permissions this user should receive.

• Notify for all submissions - User will receive an email for all submissions (approved pending submissions, and submissions that did not require approval) - best for an admin / management role to be aware of all activity in the facility.
• Notify for pending submissions - User will receive an email when submissions are submitted for approval - best for an admin / management who is in charge of approving submissions to limit the time between user taking the action and user approving the submission.
• Notify when sales orders are created - User will receive an email for each new Sales Order - best for sales order approval processes to notify the fulfillment team of new orders, or managers of orders ready for approval.
• Notify when NCI product reaches PAR level - User will receive one email per day that includes a list of all items that have reached, or are below, the PAR level on the NCI product. No email will be received if all of your inventory is above your threshold. This is best for users responsible for reordering/managing your NCI.
• Manage LeafLink listings - This field will be present if you have the LeafLink integration enabled. If selected, the user will see an option in Packages > Actions to sync Canix inventory with Leaflink product listings - best for users who manage LeafLink product listing available quantities
  Note - this is separate from the permission in permission groups to create Canix Sales Orders from LeafLink Orders

Select Create to save the user. The user will receive a welcome email from Canix with a link to set their password.
Note - editing the email after the user is created does not resend a welcome email. If the user did not receive a welcome email or if you edited the email after creating the user, the user can navigate to app.canix.com > select Reset Password, and use the current email saved on the user.

Receiving an Error?

If receiving an error that the user already exists, but you do not see them in the list of users for your facility, please contact support - Submit a Support Ticket or call 415-894-9884. 

Users with No Email Address

To add users who do not have email addresses, we recommend creating a single shared email account and then extending that email address. For example:

1. Create a shared email address such as cultivation@mycompany.com

2. For each new user enter their email as cultivation+firstname@mycompany.com

• Using the + extends the email address so that multiple unique emails can be used with the same underlying account.

3. Once a shared email address is in place, follow the same steps covered in the Add User section above.

Update Users

Select a user's name to edit any information about the user. Select Update to save any changes.
Note - If editing the user email, the user's login email will change but their password will remain the same (until reset by the user).

Delete Users

Select the user's name in the table > Delete User button at the bottom of the modal.
This can take a few seconds to process, as well as to update the table after the modal is closed.

Deleted user submission records will retain their name and email after deletion, but they will no longer be able to access Canix.