User Permission Groups allows you to quickly and easily set up unique permission groups with granular permissions to pages and actions. These permissions groups will allow you to limit visibility and available actions across teams. For example, Cultivation teams may require different permissions than Packaging teams. Manage permissions by Canix section, or more granularly by action using the expand and collapse row functionality. 

When setting up Permissions Groups, you have 3 options for the level of access that group will have:

• Edit access to keep existing full access to pages and actions
• View access to view reporting and inventory details without the ability to make changes
• No access to remove actions or pages from a user’s access altogether

See this video for an overview:

In this article, we'll cover the Canix sections below and their permissions options:

1. Actions Permissions
   • Plants
   • Harvests
   • Inventory
   • Sales
   • Manufacturing
   • Task Management 
   • Reporting
   • Forecasting and Planning 
   • Tags & Labels
   • Admin
   • Integrations
   • Labor Costs 
2. Approval Permissions 

On the Canix Web Application, navigate to Admin > User Permission Groups to create, edit, or view permission groups.

• Select Create New Group to set up a new permission group
• Select an existing permission group to edit or view in more detail
• Select the down arrow on the far right side to expand more granular options for each section

Action Permissions

Plants

The Plants permissions provide access to plant batch and plant management in Canix. To give access to submit any plant or plant batch action, select Edit access for the Plants row, or expand the Plants section to manage edit access to specific actions. Select View access for the Plants row to allow users access to plant inventory details without providing access to submit any actions or changes to plant inventory. No access for the Plants section will remove Plants from the navigation menu and will not be accessible by the user.

Harvests

The Harvests permissions provide access to harvest creation and management in Canix. To give access to create harvests or manicures, create waste, and finish harvests, select Edit access for the Harvests row, or expand the Harvests section to manage edit access to specific actions. Select View access for the Harvests row to allow users access to harvest inventory details without providing access to submit any actions or changes to harvest inventory. No access for the Harvests section will remove Harvests from the navigation menu and will not be accessible by the user.

Inventory

The Inventory permissions provide access to non-cannabis and cannabis packaged inventory management in Canix. To give access to submit any package action and manage non-cannabis inventory, select Edit access for the Inventory row, or expand the Inventory section to manage edit access to specific sections or actions. Select View access for the Inventory row to allow users access to non-cannabis and packaged inventory details without providing access to submit any actions or changes to the inventory. No access for the Inventory section will remove Inventory from the navigation menu and will not be accessible by the user.

Sales 

The Sales permissions provide access to Sales Order, Purchase Order and Outgoing Transfer management in Canix. To give access to submit any sales, purchasing or transfer action, select Edit access for the Sales row, or expand the Sales section to manage edit access to specific areas and actions. Select View access for the Sales row to allow users access to sales, purchase and transfer activity without providing access to submit any actions or changes to the orders. No access for the Sales section will remove Sales from the navigation menu and will not be accessible by the user.

Manufacturing 

The Manufacturing permissions provide access to manufacturing batch management in Canix. To give access to create and manage batches, select Edit access for the Manufacturing row, or expand the Manufacturing section to manage edit access to specific areas and actions. Select View access for the Manufacturing row to allow users access to viewing batches and their results without providing access to submit any actions or changes to the batch. No access for the Manufacturing section will remove Manufacturing from the navigation menu and will not be accessible by the user.

Task Management 

The Task Management permissions provide access to create and manage all tasks, templates and workflows. Select Edit access for the Task Management row to enable full permissions to this feature, or expand the section to manage edit permissions for more granular task activity. Assign View access to allow users view access to task activity assigned to them, or other users. Select No Access to remove Task Management from a user’s navigation menu, and remove access to the feature.

Reporting 

The Reporting permissions provide access to Canix’s reporting section. Select Edit or View access to view all reports in this section, or expand the Reporting row to apply permissions per reporting type. Select No Access to remove Reporting, or specific reports, from a user’s access and remove from the navigation menu.

Forecasting & Planning 

The Forecasting and Planning permissions provide access to forecast settings, and forecast reporting. Select Edit access to the entire permissions section to enable access for creating and editing Location and Cultivation forecast settings. Select View access to allow users to view forecast reporting and settings, but restricts access to managing the settings. Select No Access to remove the Forecasting and Planning section from the Canix navigation menu, and remove the user’s access to this feature.

Tags & Labels 

The Tags & Labels permissions provide access to create labels and label templates for plant batch, plant and package inventory. Select Edit access for the Tags & Labels row to provide full access to creating labels, creating templates, and managing templates, or expand the section to manage each action’s access. Select View access to view labels or templates, but not allow the creation of labels.

Admin 

The Admin permissions provide access to many important settings for a facility, including billing details, facility management, integrations, user management, and facility data. Select Edit access to give full access to managing the subscription, facility, submissions and users, or expand the Admin section to select which areas a user should have edit access for. Select View to give visibility to facility settings, integration settings, submissions, users and facility data, but without the access to make changes. Select No Access to remove the Admin section from the navigation menu, or expand the section to remove specific pages from a user’s access.

Integrations 

Labor Costs

The Labor Costs permissions provide access to managing and viewing labor hours and hourly costs associated with users. Select Edit to provide full access to managing user’s hourly rates, and viewing labor COGS throughout Canix, or expand this section to manage cost permissions separately from hourly reporting. Select View to allow visibility into labor COGS without the ability to change hourly rates for users. Select No Access to remove all labor hours and costs from a user’s view.

Approval Permissions

Canix Approval Permissions assign granular approval permissions to pages and actions to allow specific submissions to require approval or allow users to approve specific actions. You can manage approval permissions by section, or more granularly per action using the expand and collapse row functionality.

For every section, users can select “Can Approve” to enable access to approve or deny Pending Submissions per section or per action. Users can also manage who “Requires Approval” for every action or section, as long as the submitting users also have edit access under Action Permissions to submit those actions. Below is further detail on the current permissions available by section.

Note: Approval Permissions is replacing the existing functionality of Admin and Requires Review upon Submission effective August 25, 2022. Be sure to update these permissions prior to this date to ensure your team have the same access. Learn more about these changes here. 

1. Navigate to Admin > User Permission Groups
2. Select the group that you would like to edit Approval Permissions for
3. Select Approval Permissions
   

Plant Batches 

The Plant Batches approval permissions provide access to approving plant batch submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the Plant Batches row, or expand the Plant Batches section to manage approving or to need approval for specific actions. 

Plants 

The Plant approval permissions provide access to approving plant submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the Plant row, or expand the Plant section to manage approving or to need approval for specific actions.

Harvests 

The Harvests approval permissions provide access to approving harvests submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the harvests row, or expand the harvests section to manage approving or to need approval for specific actions.

Packages

The Packages approval permissions provide access to approving packages submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the packages row, or expand the packages section to manage approving or to need approval for specific actions. 

Transfers

The Transfers approval permissions provide access to approving transfers submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the transfers row, or expand the transfers section to manage approving or to need approval for specific actions. 

Manufacturing 

The Manufacturing approval permissions provide access to approving manufacturing submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the manufacturing row.

Items

The Items approval permissions provide access to approving items submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the items row, or expand the items section to manage approving or to need approval for specific actions. 

Locations

The Locations approval permissions provide access to approving locations submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the locations row, or expand the locations section to manage approving or to need approval for specific actions.

Strains

The Strains approval permissions provide access to approving strains submissions in Canix. To mark whether a group can approve or requires approval, select Can Approve or Requires Approval for the strains row, or expand the strains section to manage approving or to need approval for specific actions.