Roles and Permissions

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You specify what users can do in Green Bits by assigning roles. Roles give permissions on a detailed level. For example, when you assign the Budtender default role, that user can apply discounts to sales but cannot create new discounts.

Review the default roles to see if they work for your business. If they don't, set up your Roles before creating users.

To view and edit your Roles settings, go to the Back Office > Settings gear > Roles.

Default roles

Budtender permissions

  • Make Sales (start and update shifts, ring sales, and view products)
  • Alter Sales (apply discounts, create returns and voids)

Shift lead permissions

Supervisor permissions

  • All Shift Lead permissions
  • Manage Inventory (receive manifests, create return manifests, adjust inventory, manage products and manage product types)
  • Manage Discounts

Admin permissions

Custom roles and the permissions you can apply

To create custom roles, you can either change the permissions of the default roles or create new, custom roles using these permissions:

Make sales permissions

  • Create sales
  • Skip sales warning
    • Allows a user to bypass below cost and transaction limit warnings. Users without this permission will require a manager/admin PIN in order to override the warning and complete the sale
  • View products
    • Applies to the products list in both the register and in Back Office.
    • You must also select Access Back Office in order for this permission to work.
  • Start shift
  • Update shift
  • Manually add item
    • Allows a user to ring up an item by searching the product name or SKU. Users without this permission will be required to scan all items in order to add them to a sale
  • Manually verify age
    • Applies only to recreational stores using age verification at the register. Allows a user to type a customer's date of birth into the register. Users without this permission will be required to scan the customer's ID in order to verify age and complete a sale.
  • Create employee sales
    • Allows a user to ring up sales with an employee as the customer, for the purpose of distributing samples or applying employee discounts

Alter sales permissions

  • Apply discounts
  • Apply manual discounts
    • "Manual discounts" are discounts that are not based on a fixed amount or percentage. Allows a user to enter a custom discount amount or percentage at the point of sale
  • Create returns
  • Create voids

Manage shifts permissions

  • Update sales
    • Allows a user to edit the payment type(s) and amount(s) on a previous transaction from the Activity page in Back Office.
  • Create paid in and out
  • Update paid in and out
  • Open drawer
    • Refers to the ability to manually open the cash drawer from the Manage Drawer section of the register app.
  • View z report

Analyze sales permissions

You must also select Access Back Office in order for this permission to work.

Access backoffice permission

This permission allows a user to sign in to the Green Bits Back Office.

  • This is not required for accessing the register or for making sales.
  • Many of the other permissions require you to also select Access Back Office in order to work.

Manage inventory permissions

You must also select Access Back Office in order for this permission to work.

Manage pricing tiers permissions

You must also select Access Back Office in order for this permission to work.

  • View tiered pricing models
  • Create tiered pricing models
  • Update tiered pricing models
  • Destroy tiered pricing models

Read more about pricing tiers here

Manage discounts permissions

You must also select Access Back Office in order for this permission to work.

Read more about discounts here

Manage roles permissions

You must also select Access Back Office in order for this permission to work.

  • View roles
  • Create roles
  • Update roles
  • Destroy roles

Manage taxes permissions

You must also select Access Back Office in order for this permission to work.

Manage devices permissions

We recommend that at least one user with these permissions be in your store at all times. These permissions are required in order to activate the Green Bits app and connect it with your Back Office and inventory. Update devices allows a user to re-name a register and set whether that register can process medical sales only, recreational sales only, or both.

Manage users permissions

You must also select Access Back Office in order for this permission to work.

Manage store settings permissions

This section controls access to the Store Options page in Back Office as well as other storewide settings such as Location settings, Receipt settings, and Traceability settings.

You must also select Access Back Office in order for this permission to work.

Manage billing permissions

These permissions allow a user to view or update the name and email address of your designated primary billing contact.

You must also select Access Back Office in order for this permission to work.

  • Update billing information
  • View billing information

Manage customers permissions

You must also select Access Back Office in order for this permission to work.

  • View customers
  • Update customers
  • Destroy customers

Manage patients permissions

You must also select Access Back Office in order for this permission to work.

  • View patients
  • Create patients
  • Update patients

Manage employees permissions

"Employees" refers specifically to employee customer profiles (customers with "Person Type" set to "Employee"), which are used for distributing samples and can also be used to create employees-only Discount Plans.

You must also select Access Back Office in order for this permission to work.

  • Create employees
  • Update employees
  • View employees
  • Destroy employees

Manage menu feeds permissions

You must also select Access Back Office in order for this permission to work.

  • Create menu feeds
  • Update menu feeds
  • View menu feeds
  • Destroy menu feeds

Read more in the Menu Feeds section

Manage loyalty program, rewards, and points permissions

You must also select Access Back Office in order for this permission to work.

  • Create loyalty rewards
  • Update loyalty rewards
  • View loyalty rewards
  • Destroy loyalty rewards
  • Adjust loyalty points
  • Update loyalty program

Read more about Loyalty Programs here

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