• Overview
• Setting it Up
• What Restricted Users Can See
  • Packages
  • Sales Orders
  • Items
  • Non-Cannabis Inventory 
  • Item and Product Inventory Availability 
  • Reporting
    • Permission Group Set Up and Overview
    • Sales Overview  
    • Sales Orders Over Time 
    • Cannabis Inventory Overview
    • Accounts Receivable and Collections Overview
• Example Use Case

Overview

The Brand Dashboard feature in Canix allows Admins to restrict user access across the platform based on brand association. This is especially useful for managing multi-brand facilities, external brand representatives, or segmented responsibilities within your organization.

With Restrict Viewable Inventory, you can assign users to specific brands, limiting their visibility and actions to only the sales orders, packages, and items associated with those brands. This keeps your data secure, streamlines user workflows, and helps ensure brand reps only see what they need.

Setting It Up

1. Navigate to User Management

• Go to Admin > User Management.

• Select the user you'd like to restrict.

2. Assign Brand Restrictions

• In the Inventory Restrictions section, toggle on Restrict Viewable Inventory.

• Select the brand(s) the user should be associated with.

• Save your changes.

Note: You can assign one or multiple brands per user.

What Restricted Users Can See

Once a user is restricted by brand, their experience in Canix will adjust accordingly:

Packages

• Users will only see packages associated with the brand(s) assigned to them.

• Even if thousands of packages exist in the facility, only the relevant ones will display.

Sales Orders

• Users can:

  • View only sales orders that include items from their assigned brands.

  • Create sales orders only using items from their allowed brands.

  • Allocate packages only from their assigned brands.

  An important note: if a Sales Order contains ANY items from different brands, that sales order WILL NOT be viewable to the user. 

Items

• Only items with the associated brand(s) will appear in their Items Table. 

  • NOTE: Users with Edit permissions for: Admin -> Facility Data -> Items are permitted to create and manage Brands displayed for selection on your Canix Account. Do not grant this permission unless you know the user understands the impacts of creating new brands, modifying or deleting existing Brands on your Canix account.

  • NOTE: any non-administrative users typically only need the Reporting -> Brands View permission assigned (for users of Custom Reporting within your account).

Non-Cannabis Inventory

• Users will only see non-cannabis items linked to their brand(s).

• If none exist, this section will appear empty.

Item and Product Level Inventory Availability 

Brand users will have access to both Item and Product level inventory availability reports. 

Reporting 

Permission Group Set Up and Overview

Brand users should have the Reporting -> Brands View permission assigned, and only the Brand permission assigned. 

Note - Brand Users MUST HAVE custom reporting permissions marked as "No Access." Otherwise, they will be able to copy and edit reports, and all the Brand Permissions will no longer apply. 

Four reports will be available: 

• Sales Overview - Brands
• Sales Orders Over Time - Brands
• Cannabis Inventory Overview - Brands

• Accounts Receivable and Collections Overview

   

  

Sales Overview - Brands

Shows visual representations of your Sales Over Time, Sales by Item Type, Name, and Sub-type, Sales by Channel, Postal Code, Brand, Rep, Source Facility. 

Example of the first tab below. 

• Note - Sales reporting will contain reporting on ALL of the sales orders containing ANY items with the brand on it. This is different from Sales Order Management (where only orders containing ALL items of the brand will be shown). 
  • This is because Sales reporting is designed to show reporting on the sale of ALL items with the specific brand on it. 

Sales Orders Over Time - Brands

Shows a tabular representation of Orders, Order Items, Packages, Payments, and Invoices. 

Cannabis Inventory Overview - Brands

Provides a visual and tabular based representation of all of Canix's inventory, sorted by brand. 

Accounts Receivable and Collections Overview - Brands

Shows, by brand, the total owed by customer, payment details, and receivables by Order Number. 

🧑‍💼 Example Use Case

A user is assigned to the Lucy's Buds brand.

Here's what they'll see:

• Only 3 packages linked to Lucy's Buds in the Packages Table.

• Only 2 items (e.g., Blueberry Fruit Gummy and 1g Vape Cart) associated with Lucy's Buds.

• Can only create and fulfill sales orders using those 2 items and 3 packages.

• No access to any unrelated inventory or sales data in the system.

Benefits

• Enhanced data security for sensitive brand operations.

• Clearer workflows for brand representatives or external partners.

• Simplified UI with only relevant data displayed to each user.

• Prevents accidental interactions with unrelated inventory or orders.

Updating Brand Access

To modify a user’s access:

1. Return to Admin > User Management.

2. Update the brands assigned under Restrict Viewable Inventory.

3. Save changes — updates apply immediately.

FAQs

Q: Can a user have access to more than one brand?
Yes. You can assign multiple brands per user, and they'll see packages, sales orders, and items related to all selected brands.

Q: Will restricted users see full menus in Canix?
Restricted users will have a limited left-hand menu, only showing:

• Inventory

• Sales

• Admin (with limited access)

Q: What happens if an item has no brand assigned?
Unbranded items will not be visible to restricted users.