In order for your Metrc Data and IMMJPOS Data to be in Sync, all employees must have an API key in IMMJPOS.
An employee’s Metrc permissions must be set up correctly so that Metrc allows access to the correct data that is needed for the employee to perform their required tasks.
IMPORTANT: If employee permissions are changed in Metrc, then their Metrc API key must be regenerated and the new API Key must be added to the employee’s profile in IMMJPOS.
What are the different Metrc permissions needed for different user types?
Cashier, Budtender, Sales Staff Permissions:
Cashier, Budtender, Sales user types will require at least the Sales Menu and Search Menu permissions enabled in Metrc as shown in the image below.
The Sales Menu permissions will enable Cashiers to Report Sales to Metrc in realtime as required by Metrc in the state of Montana.
The Search Menu permissions will enable them to Search for Patients and Verify the Patient License Status as well as the Patient Daily and Monthly Limits.
Manager, Inventory Manager, Packaging Staff Permissions:
Manager, Inventory Manager, Packaging Staff user types will require at least the Packages Page, Transfers Menu, Sales Menu, and Search Menu permissions enabled in Metrc as shown in the image below.
The Packages Page permissions will enable Managers to view, manage, and adjust Packages in IMMJPOS and not have to log in to Metrc.
The Transfers Menu permissions will enable them to view Package Transfers in IMMJPOS.
The Sales Menu permissions will enable them to Report Sales to Metrc in realtime as required by Metrc in the state of Montana.
The Search Menu permissions will enable them to Search for Patients and Verify the Patient License Status as well as the Patient Daily and Monthly Limits.
Owner Permissions:
Owners will require all permissions other than Patients Menu, Financials Menu, and Reports Menu.
