How to Add a New Employee to METRC

Add New METRC Employee – Personal Details vs. Permissions
You need two things to add a new user in METRC: the employee’s personal details and their role permissions. Each user must have their own login.
1 • Gather Employee Information
a.	Log into your METRC administrator account. Go to Admin → Employees and click Add Employees.
b.	Enter the employee’s date of birth and last four digits of their SSN or occupational/handler permit number.
c.	Provide a valid email address for the user.
d.	Select the licenses the employee should access if you have multiple licenses. ➜ METRC uses this information to generate the user’s account and sends a welcome email with instructions to set their password.
2 • Set Permissions & Access
a.	Check the boxes for the tasks this employee needs to perform (Plants, Packages, Transfers, Sales, etc.). Do not select Administration unless the user should have full administrative rights.
b.	Select a Home page the employee has permission to access. Check Enable online access to allow the employee to log in.
c.	If you have multiple licenses, select each license the employee should access.
d.	Give the employee Sales Manager permission in Marijuana Software if they need to report and edit sales receipts in METRC. Without Sales Manager, they cannot correct sales mistakes.
3 • Create the Employee
a.	Review the information and permissions you entered.
b.	Click Create Employees. Confirm the new user appears in your employee list and that they receive the welcome email.
✅ Employee added and assigned appropriate permissions successfully.