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All About Self-Service Enablement of Delivery Driver Permissions

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Valerie
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Please Note: This article pertains to functionality in the Latest Version of Treez.

 

Self-service enablement of Delivery Driver Permissions is now available in the Latest Version of Treez.

Retailers are required to do the following, with details outlined below: 

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New or Existing Roles

A new permission has been added to SellTreez > Misc to enable roles to be designated as drivers within the Latest Version of Treez.  

 

Enabling a the SellTreez > Misc > Handle Deliveries permission will allow users within this role to show up as an available driver for CA Delivery functionality.

The SellTreez > Misc > Handle Deliveries permission requires that users have 4 specified User fields previously filled out in User Management.

  • Driver License
  • Driver License Exp Date
  • Phone
  • Employee Number

The SellTreez > Misc > Handle Deliveries permission in Role Management includes a new information icon next to it. Hovering over the information icon produces a tooltip with information about the user fields required by this permission.

 

Adding the SellTreez > Misc > Handle Deliveries to a Role in Role Management will produce a popup upon saving, informing the user that they are adding a permission to a role that has required User fields. Clicking “Yes, Proceed” will save the role as normal.

Clicking on “Cancel” or the X icon in the top right will simply close the modal and will not save the changes but will also not navigate the user away from the Role Edit flow. They will either have to remove the checked permission from the role to proceed or click “Finish” again and then click “Yes, Proceed” to save the role with the SellTreez > Misc > Handle Deliveries permission. 

Please Note: Adding this permission to a role with users who DO NOT have the required fields filled out will have no direct effect, this pop up is informative to direct customers to make the appropriate changes. They can navigate to User Management and use the Role filter there to see which users are in the role they just updated and check that the users have the appropriate required fields enabled.

 

Creating or Editing Users

Creating or editing a user who is assigned to a role with the SellTreez > Misc > Handle Deliveries WILL require that the required fields on the User Profile are filled out before allowing the user to be saved.

When a role is selected in the role drop down that has a permission such as Handle Deliveries which also has required fields, an information box will display under the role drop down informing the user that this role has permissions which require user fields and will display which user fields are required.

If the user is saved without entering the fields, validations will display on the screen informing the user of the missing required fields and the user will not be updated or saved.

How to Add a METRC License to Organization Management

  1. Login at app.treez.io
  2. Navigate to Organization Settings by hovering or clicking the collapsed primary navigation menu on the left side of your screen. Organization Settings will be at the bottom of the menu.
  3. By default, users will land on Organization Management after clicking Organization settings.
  4. Click the 3 vertical dots to the left of the store you wish to configure a license for
  5. Select Edit Info from the available options.
    1. If you do not see “Edit Info” you may be missing the Organization Management > Edit Stores permission. Navigate to Role Management to add this permission to your role. 
  6. Navigate to the “Customer type and license” screen by clicking it from the left-hand menu or by clicking the “Next” button at the bottom right of the screen.
    or
  7. Click the “+ Add License” button.
  8. Fill out the 4 required fields. If your business has separate Medical and Recreational licenses, you will add 2 licenses here. If your business operates both Medical and Recreational under a single license, you can enter the license once and select both license types in the following steps.
    1. Select License Type. 
      1. License types can be Medical, recreational or Both. Check the box(s) of the relevant license type for the license you are entering.
         
    2. License Number
      1. Enter the exact METRC license number here.
    3. License Start Date
      1. Enter the state date of your current license using the calendar selector. If you are unsure of your license start date, you can use the California State license search found here: http://search.cannabis.ca.gov
    4. License End Date
      1. Enter the expiry date of your current license. If you are unsure of your license start date, you can use the California State license search found here:  http://search.cannabis.ca.gov
  9. Click the “Done” button to apply the license details.
  10. Confirm the license details you have entered.
  11. Once the correct license information has been entered, click the “Next” button at the bottom right of the page.
  12. Click the “Save” button at the bottom right of the following page.
  13. You will receive an “Entity Saved” popup confirmation once the updates to your store have been applied.

 

How to Add the Edit Store Permission

If you do not see the Edit Info option in the Store menu mentioned above, simply add the permission by following these steps. 

  1. Navigate to Role Management from the left side menu
  2. Click the 3 vertical dots next to your role in the list of roles.
  3. Select Edit from the options.
  4. Navigate to the Role Permissions by clicking “Permissions” from the menu on the left or by clicking the “Next button at the bottom of the page.
    or
  5. Click on “Organization Management” from the list of permission sets.
  6. Check the box next to the “Edit Store” Permission.
  7. Click the “Finish” button in the bottom right of the screen.

 

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