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How to connect a Staff Member to Metrc

Jonathan Mohon avatar
Written by Jonathan Mohon
Updated over 2 years ago

Connecting a staff member to METRC within the WebJoint platform is essential for streamlined compliance and efficient management of your cannabis operations. This article provides a step-by-step guide on how to connect a staff member's METRC account to their WebJoint profile.

Step-by-Step Guide to Connecting a Staff Member to METRC:

Step 1: Gather METRC API Key

1. Before starting, ensure that the staff member has an existing METRC account associated with their name.

2. Obtain the METRC API Key for the specific staff member from their METRC account. This key is crucial for establishing the connection.

Step 2: Accessing Profile Settings

1. The staff member should log in to the WebJoint dashboard.

2. In the top-right corner of the page, they will find their profile image and name. Click on this to access the drop-down menu.

3. From the drop-down menu, select "Profile." This will take them to the profile settings for their WebJoint account.

Step 3: Entering METRC API Key

1. Within the staff member's profile settings, locate the "METRC API Key" form field.

2. Enter the METRC API Key that was obtained from their METRC account into this field.

3. Once the API key is entered, ensure that any other necessary profile information is up-to-date.

Step 4: Saving Profile Changes

1. After entering the METRC API Key and reviewing the profile information, click the "Save" button to apply the changes.

Step 5: Checking METRC Permissions

1. Navigate to the staff accounts page within WebJoint.

2. On this page, there will be a column on the right side labeled "METRC Permissions."

3. Check this column to see if a green checkmark is present next to the staff member's account. This indicates a successful connection to METRC.

4. If a yellow caution icon is displayed, hover over it to view any associated errors or reasons for the connection issue.

5. Use the "Recheck" button to update and attempt to establish a proper connection.

Conclusion

Connecting a staff member to METRC is crucial for maintaining compliance and ensuring seamless operations within the cannabis industry. By following the steps outlined in this guide, you can efficiently link a staff member's METRC account to their WebJoint profile, enabling them to work within the parameters of your compliance requirements.

For more detailed information on connecting staff members to METRC, troubleshooting connection issues, or any other aspects of WebJoint, refer to our support resources or reach out to our dedicated customer service team. We are here to ensure that your experience with WebJoint is optimized for efficient compliance management and successful business operations.

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