This article contains a list of all staff permissions and detailed instructions on how to edit permissions.

List of Permissions

Doctors
Add Doctor Manually	Add doctors manually (Use in combination with the Manage Doctors or View & Activate Doctors permissions
Manage Doctors	View Doctor List, add and remove Doctors
View & Activate Doctors	View Doctor List, add doctors using the medical board

General
Enable Indica Web Login	Allows preventing staff members to access Indica web version (if unchecked)
Manage Payment Method	Manage Payment Methods that your dispensary accepts both on POS and in IndicaOnline Web
Manage Services	Manage Service Groups and Company Services
POS/Courier Register Receipt Settings	Access and manage POS and Courier Register receipt settings
Manage Scanner Resolution Settings	Ability to change scanner resolution
Label/Receipt Templates	Edit Label and Receipt templates
View Offices	View available offices
Manage Purchasing Limits	Set the limit to the amount of medical and recreational marijuana purchase
Send Email & SMS	Send Email & SMS to patients (requires "advanced patient view")
Manage Offices	Manage Office settings (add or remove offices, edit office profile: phone address, photo, slogan, etc.)
View & Pay Invoices	View and make payments in account billing
Manage Delivery Settings	Governs access to "Delivery Settings" to Config Tab on IndicaOnline web app
View Vehicles	View a list of Vehicles
Manage Vehicles	View Vehicles List, add, edit or delete vehicles

IndicaDoctors
Indica Doctors View	View the list of doctors, remove doctors
Indica Doctors Manage	View Doctor List, add doctors using the medical board (use in combination with Indica Doctors View)

IndicaOffices
View Indica Offices	Access offices created in the IndicaOnline account

Integrations
Leafly Integration	Manage/Adjust Leafly Integration
View/Manage METRC integrations	Access/Adjust METRC Integration

Marketing
Marketing Statistics	View marketing statistics by Office and date
Referrals View	View referrals list and categories (allows to select referral at patient check-in)
Referrals Manages	Manage referrals list and referral categories

Patients
Delete File Confirmation	Delete patient files
Manage Patient	Add/Delete/Edit patient information, view and add patient groups (use with the Advanced Patients View)
View Patient Purchase History	View patient order history
Manage Forms	Add/Edit patient agreement forms
View Forms	View agreement forms
Advanced Patients View	View the entire patient list and use the advanced search (use with the Manage Patient permission)
Export Patient List	Export patient list to CSV file
Manage Store Credits	Allows preventing staff members to add/remove store credits (if unchecked)

Shop
Verifying Shop Users	Access to Pending Patients list
Notifications	Receive notifications
Courier	Access to Delivery List
Verifying Orders	Access to Pending Online Orders
Manage Orders	View (including METRC orders unable to send)/accept/assign/re-assign/cancel orders

Statistics
Account Manage	Manage Account
Digital Display	Manage apple tv/digital display setup
Downloads	View and access downloaded reports
Reports	View and export reports
Daily Sign-in Sheet	View Daily Sign-in Sheet report
Account View	View Account
Dashboard	Access to the limited Dashboard data
Expense Categories	Create expense categories
Manage Registers	Activate and remove iPad/iPhone registers
Expense View	View expenses
Expense Manage	Manage expenses
View Courier Location	Ability to view courier's location on the mao in the "Courier Registers" menu

Clock In/Out System
Use System	Clock in/out on time tracker
Manage System	Manage clock-in system (edit other staff member timesheets, requires "view staff" permission)

Staff
View Staff	View staff members
Manage Staff	Create and edit staff profiles
Emergency Exit	Deactivate Account

Warehouse
View Shelf Inventory	View the quantity of products on the shelf
Manage Tax	Manage tax settings
Manage Safe/Shelf Inventory	Product check-in, view quantity in safe, view Discounts menu, transfer between safe and shelf
Detailed Product Info	Edit products (edit prices, description, image, product settings)
Extended Discounts	Give discounts below the cost of the product
Manage Menu on POS	Create On-Demand Menu on POS
Mark As Free	Discount item to free on POS without manager pin
POS	Access to run transactions on POS system, Manage Weedmaps Integration
Manage Shelf Inventory	Check-in to the shelf, transfer between shelves, create pre-packages and pre-rolls
Delete Products	Delete product profiles
Discounts	Ability to discount in POS
Edit Product	Ability to create and edit products
Manage On-Demand Service	Ability to create and fulfill bags for On-Demand delivery model on POS
POS Manager	Open/Close shift, safe drops, return/void sale
Write-Off Product	Allows preventing staff members to adjust the quantity of the product (if unchecked)

Please refer to our article here to learn about required permissions to start reporting sales to Metrc.

Edit Permissions

To edit permissions, do the following:

1) Log in to your IndicaOnline account, go to Config -> Staff and select a staff member.

2) On the staff member profile, click the Permissions tab and click the Edit Permissions button.

3) You can set the permissions manually, or use the preset to apply permissions that are typical to the staff member's responsibilities.

To manually set the permissions, click the expand button + and select the necessary Permission checkboxes, or use the Check/Uncheck all buttons on the right-hand side of the screen.
To use the presets, click the Fill from presets dropdown list and pick one of the default sets of permissions. Click the Apply button and verify all permissions (uncheck or check any specific permissions if necessary).
If you want to save the selected permissions as a preset, fill out the Name field, click the Save As New Preset button, and then the Save button at the bottom of the page.