Last modified: August 1, 2025
Catalog permissions and access settings
Providers
Catalog permissions are set at the dispensary level, applying to all patients in your dispensary. Below are the catalog permissions available to customize and restrict access to the catalog.
Open catalog
All products in the catalog are visible to the patient and are available for purchase.
Patient Visibility: Full product catalog, Categories & favorites, and plans.
Note:
The Restricted brands dropdown displays a list of brands that patients can’t access directly from the catalog. If a patient requests access to a product from a restricted brand, you’ll need to recommend the product to them through a treatment plan.
Closed catalog
Only products that have been added to a plan or a favorites categories the patient has been provided access to are visible.
Patient Visibility: Categories & favorites and plans.
Updating catalog permissions settings
Permissions can be set from your Dispensary settings. To update catalog access permissions:
- Click Settings in the left-hand navigation.
- Click Permissions and disclosures.
- Select the Patient tab, then select a permission setting.
- Click Save settings at the bottom of the page.
Tip!
Permissions can be toggled at any time and will take effect for all patients immediately.