Multilocation Management: Facilities and Employees

How to Add a Second Facility and Enable Location Switching
Follow these steps to add another facility to your Marijuana Software account and allow administrators or employees to switch between locations. Your new facility will use the same shared username and password structure as your first facility, while each employee continues to log in with their individual four-digit PIN.
Add the New Facility
a.	From the Main Menu, click the green Facilities button.
b.	Click the yellow Add a New Facility button.
c.	Complete the facility form. Update the shop name to the name of the new location and enter any other relevant facility information.
d.	Verify that the tax percentages are correct for your state.
e.	Enter a value in the License field. This field cannot be left blank. If you do not yet have your Metrc license information, enter a temporary value. You can return later and replace it after receiving your API key and license number credentials.
f.	Use the same email address that was used to set up your first facility. Using the same email address allows the locations to be connected for easier switching.
g.	After completing the form, click Create Store Account.
h.	The invoice for the new facility will appear. Pay the invoice before continuing with the remaining account setup steps.
Complete the Initial Setup
a.	After paying the invoice, log in to the new facility. When prompted, create the four-digit login PIN for your administrator profile.
b.	After setting your PIN, click the blue Get Started button to finish setting up the account.
c.	On the Main Menu, confirm that the facility name shown on the right is the name of your new location.
d.	Click Facilities and confirm that both locations appear and are set to Active.
Enable Location Switching for the Administrator
a.	Go to the Employees tab and locate your administrator profile.
b.	Click Edit next to the administrator profile.
c.	Scroll to the permissions and select Enterprise Administrators.
d.	Save the changes. Log out, and then log back in using the same four-digit PIN so the new permission takes effect.
e.	Confirm that a facility toggle now appears at the top of the screen next to Main Menu. Use this toggle to switch to the other location.
Enable Switching in Both Directions
a.	Switch to the other location. The Enterprise Administrators permission must also be enabled for your profile at the other facility before you can switch back using the facility toggle.
b.	At the other location, open the Employees tab, locate the same administrator profile, and click Edit.
c.	Select the Enterprise Administrators permission and save the profile.
d.	Log out and log back in using your four-digit PIN. Confirm that the facility toggle is now available at this location as well.
Allow Other Employees to Switch Locations
a.	At each facility, open the Employees tab and locate the employee who needs access to multiple locations.
b.	Click Edit, select the Enterprise Administrators permission, and save the employee's profile.
c.	Have the employee log out and then log back in using their four-digit PIN. Repeat the permission update at the other facility so the employee can switch between locations in both directions.
Complete: The new facility is active, and users with the Enterprise Administrators permission enabled at both locations can switch facilities using the toggle next to Main Menu.