Book an appointment using SetMore Flowhub | Employees

Employees

Adding an Employee

Use the following steps or the video below to learn how to add an employee to your account. 

  1. Log into your Flowhub account. 
  2. In the left menu, click on the Employees tab
    • If you do not see this, you will need "Employees" permission
  3. In the upper right, click on the + symbol. 
  4. A modal will pop up, where you can fill in the information about the user
    • Name, email, title, badge ID, badge exp date are required for CO accounts
    • Name, email, title are required for non-Colorado accounts. 
  5. Save when you are done, and the user will receive an email with info on how to set their password and PIN


Editing Employees

Did one of your employees transfer to a different location? Do you need to terminate an employee, or upload new hire documents to their profile? No problem! Flowhub makes it simple to manage all of your employees.

  1. Select Employees from the left side navigation
  2. Select the Employee you need to edit
  3. Select details from right menu
  4. Scroll to the bottom, click edit
  5. Edit and make adjustments



 

Note: An employee without Edit employee permissions can only edit their own password, pin, or API key. Any manager or owner with edit employee permissions can make changes to other employees. 
 

What can be changed:

Each employee can upload a profile picture:
by selecting the button at the top left of the employee creation window

Location: 
if an employee is working at multiple locations, they can be assigned to all locations they are working at. This can be done by either assigning them upon creation or through editing employee and selecting those locations in the employee creation/edit window

If you have access to view multiple locations: 
you will see a dropdown in the Bottom Navigation Menu where you can select the location specific information you wish to view/work in

Active/Inactive Employee Status: 
if an employee’s status is set to Inactive, they will remain in the system but cannot log in or access the point of sale application

Documents: 
you may upload and name documents to the employee record

To retrieve an uploaded document: 
select the Employee - Details - click the link to open the file

To remove a file: 
select the Employee - Edit - “x” after the document name

METRC API Key: 
if the employee has a METRC access, add the key here


API Key Adding and Editing: 

Note: You can only add the API key for yourself. 

  1. Select Employees from the left side navigation
  2. Select your own user profile
  3. Select details from right menu
  4. Scroll to the bottom, click Change API Key
  5. Paste in your API Key from MERTC, and your Flowhub password

 

Making an employee Inactive:

Since Flowhub is built around compliance, we know it's important to keep logs of past employee activity. Thats why the employee section gives you an option to mark someone as "inactive". 

If an employee’s status is set to Inactive, they will remain in the system but cannot log in or access the point of sale application.  



If an employee leaves suddenly, without logging out, there is an option to Force Clock/Log Out. Doing this will not only Log and Clock out the user, but it will also make them Inactive. 
  1. Select Employees from the left side navigation
  2. Select the user who you would like to make Inactive
  3. Select details from right menu
  4. Scroll to the bottom, click Force Clock/Log Out
  5. The user will be clocked out, logged out, and moved to the Inactive section of the Employees page. 


Permissions:

Permissions help you control the level of access given to each of your employees! Here is a recap of each permission option:

Manage Price Profiles
Create, edit, delete Price Profiles for bulk or prepackaged flower

Manage Strains
Create, edit, delete strains

Manage Customers
Create new medical & recreational customers and edit their information, check customers in

Apply Discounts in Cart
Add in-line discounts ($ and %) to customers at the time of sale

Manage Drawers
Create new drawers, open and approve/close pending drawers, see the counting cash screen, see revenue and totals, and conduct payouts and cash drops

Salaried Employee
Check this box if a user does not need to clock in / clock out throughout their work day

Report Admin
Allows you to run reports across all the locations in your account

Company Management
Manage (create, edit, delete) products, suppliers, loyalty programs, and customer groups company wide

Manage Rooms
Create, edit, and delete rooms where inventory is stored. Edit descriptions, and designate whether the items in a room are for sale or not for sale

Manage Inventory
Create, edit, delete, update inventory within rooms, record waste, update quantities, print inventory labels

Manage Employees
Create new employees and edit current employee information, including permissions

Manage Specials
Create or edit specials that are coupon-activated or auto-applied at the time of the sale

Access Reports
View pre-loaded reports and create custom reports

Manage Taxes
Allows you to configure tax rates for your location

Edit Loyalty Points
Gives access to editing customer loyalty points

Make Adjustments
Edit completed sales and all employee’s time sheets