Setup
In order for users to setup their individual credentials for reporting to supported Traceability systems such as METRC, the traceability license(s) must be entered in Organization Management.
METRC
Adding a New API Key
To setup your individual METRC User API key, follow these steps:
Click on the green avatar icon in the upper right corner of your screen and select the "Manage account" option from the menu.
Select "Traceability Credentials" from the left side menu.
Click the "+ Add Credential" option.
Select METRC from the Traceability Provider drop down.
Select the State your METRC credential is from.
With the state selected, select the license(s) within that state that use this METRC API Key in the "Select the license(s) of your credential" drop down box.
Copy your METRC API Key from METRC and paste it into the Metrc User API Key field. If you need help locating your METRC API Key, please refer to this Help Center article.
Now click the "Verify & Save" button.
Treez will attempt to verify your User key is valid and associated with the selected license(s). If they key is valid for all licenses selected, you will see a notification at the bottom of your screen and your credential will be saved.
If your key was invalid or the license(s) associated with the key do not match all selected licenses, you will see a notification at the bottom of the screen and your credential will not be saved.
Editing an Existing API Key
If your API key changes or you want to add/ remove licenses, you need to update your Traceability Credential.
Locate the credential you would like to update.
Select the field you wish to update.
To edit the associated licenses, simply open to dropdown and check or uncheck licenses as desired until all of the desired licenses have a green check mark.
To update the API Key, paste the new valid API key in the Metrc User API Key field.
Click the "Verify & Save" button.
Treez will attempt to verify your User key is valid and associated with the selected license(s). If they key is valid, you will see a notification at the bottom of your screen and your credential will be saved.
If your key was invalid or the license(s) associated with the key do not match the selected licenses, you will see a notification at the bottom of the screen and your credential will not be saved.
Deleting an Existing Credential
If you would like to remove a credential entirely, follow these steps:
Locate the credential you would like to update.
Click the red "Delete" text.
Confirm in the popup that you would like to proceed with the credential deletion by reading the text in the popup and clicking the "Yes, delete" button.
FAQ
Why do I need to enter Traceability Credentials?
It is always best practice and required in some markets that each user taking actions that are reported to METRC, such as Sales and Adjustments, be sent to METRC using that users METRC API key for tracking and accountability purposes. If you do not enter a Traceability Credential here, Sales and Adjustments made in Treez will be reported to METRC using the default METRC API key setup in Config Page, Integration > Metrc API Key & State Tracking Licenses and may result in enforcement action from your states regulatory agency.
I don't see my licenses in the licenses select drop down.
Ensure that your license is configured in Organization Management.
If the license is correctly configured Organization Management, ensure that it is not currently associated with another Traceability Credential. Each license can only be associated with a single Traceability Credential per Traceability Provider.
What if I have multiple METRC accounts for different licenses within the same METRC State?
Each METRC account has its own unique API Key. You will need to setup a separate credential for each METRC account you have and select only the licenses that are associated with that METRC account.
What if I have licenses in multiple METRC States?
Each METRC State has it's own version of METRC and will have a different login from your METRC accounts in other states. Even if your associated email is the same, each states account is different and will have a different API key. You will need to setup a separate Traceability Credential for each state.
What happens if my METRC API key becomes invalid after it was successfully saved?
If your METRC API key was valid upon initial entry but later becomes invalid, Sales and Adjustments made in Treez will be rejected by METRC with a 401 Unauthorized error in Compliance Management until you update your Traceability Credential with a valid key.