Once a Treez user has a BioTrack user account, they will need to link their accounts together so that actions taken by the user in Treez are compliantly reported to BioTrack as their BioTrack user. If a user does not link their BioTrack account to their Treez account, their actions will be reported to BioTrack as the default BioTrack user who setup the BioTrack integration.
NOTE: Each user must link their own BioTrack account to their Treez account, this can not be done by an admin as only the logged in user can add a BioTrack user account to their Treez user account.
Skip to:
Request a Password Reset Email
Prerequisites
The user must have a BioTrack user account.
The user must have a Treez user account.
Linking a BioTrack User Account Credential
If you are linking a BioTrack user account to your Treez account for the first time, follow these steps:
Once a user has a BioTrack account created for them them, the user will need to login to app.treez.io.
Click the Avatar icon in the top right corner of the screen and select 'Manage Account' from the menu options.
On the Manage Account screen, select the 'Traceability Credentials' option from the left side menu.
On the Traceability Credentials menu, click the green 'Go to Credentials Settings' button to edit your traceability credentials.
If you have previously setup traceability credentials, they will be listed on this page. If you would like to setup a new traceability credential, click the '+ Add Credential' link.
A form will appear with the option to select the Traceability Provider (also known as State Tracking System or Track & Trace Provider) you will be entering credentials for. Select the BioTrack option.
Three new input fields will appear to enter the following information:
Select the license of your credential - This is to select the cannabis license associated with the credential you are linking. Select your BioTrack license from this list.
Username - This is the email address associated with your BioTrack user account.
Passwords - This is the password associated with your BioTrack user account
Treez needs the password for this account so it can be used to login to BioTrack as the user to report user actions.
Your Traceability Credentials are encrypted when saved.
Once you have entered your BioTrack credentials, click the Sync User button in the bottom left of the New Credential window. The Sync User button will perform 2 actions, validate the credentials are valid and save the credentials securely for use when reporting user based actions to BioTrack.
If the credentials are invalid, meaning that Treez was unable to access the BioTrack API for the selected license with the credentials provided, you will receive an Invalid credentials error message at the bottom of the screen. The credentials will NOT be saved in Treez. Check the username and password are entered correctly and click the Sync User button again.
If you cannot remember you password, ensure the license is selected and the username is filled out in the form and click the "click here link below the username and password fields to trigger a password reset email from BioTrack
Its important the note that you must select a license AND enter a username for the forgot password email to work. If the license selected or the username is not associated with the license, BioTrack will NOT send you a password reset email.
The password reset emails come directly from BioTrack and are not sent or managed by Treez, our ability to troubleshoot delivery issues is limited. If the email is not received, check with your BioTrack admin to confirm the email address of your BioTrack user account associated with the selected license.
If the credentials are valid, Treez will save your traceability credentials for this license to be used for any user based action reporting to BioTrack. You will know the credential has been saved as the red 'Not Saved' text will change to green 'Saved' text and a popup will appear at the bottom of the screen saying 'Credentials saved successfully.
Updating a BioTrack User Credential
If have previously linked your BioTrack user account to your Treez account and need to update your password, follow these steps:
Once a user has a BioTrack account created for them them, the user will need to login to app.treez.io.
Click the Avatar icon in the top right corner of the screen and select 'Manage Account' from the menu options.
On the Manage Account screen, select the 'Traceability Credentials' option from the left side menu.
On the Traceability Credentials menu, click the green 'Go to Credentials Settings' button to edit your traceability credentials.
On the Editing Traceability User Credentials screen, locate the BioTrack account you wish to update among the list of credentials marked as Saved and enter your new password in the Password field. Note that the account status will be marked as Edited to let you know that the update has not been saved yet.
Once the new password has been entered, click the 'Sync User' Button.
If the credentials are invalid, meaning that Treez was unable to access the BioTrack API for the selected license with the credentials provided, you will receive a red 'Invalid credentials' error message at the bottom of the screen. The credentials will NOT be saved in Treez. Check the username and password are entered correctly and click the 'Sync User' button again. If you are still having trouble, try resetting your password, then enter the updated password and click 'Sync User'.
If the credentials are valid, Treez will save your traceability credentials for this license to be used for any user based action reporting to BioTrack. You will know the credential has been saved as the red 'Not Saved' text will change to green 'Saved' text and a popup will appear at the bottom of the screen saying 'Credentials saved successfully.
Click the Green 'Finish' button at the bottom right of the screen to exit.
Request a Password Reset Email
If you have forgotten the password to your BioTrack user account, you may request a password reset email from BioTrack by clicking the "click here" text under the username and password input fields.
NOTE: The password reset emails come directly from BioTrack and are not sent or managed by Treez, our ability to troubleshoot delivery issues is limited. If the email is not received, check with your BioTrack admin to confirm the email address of your BioTrack user account associated with the selected license.
