Catalog permissions and access settings

Catalog permissions

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 the avatar menu.
Select Dispensary settings.
Click Permissions.
Select the Patient tab, then select a permission setting.
Click Save settings at the bottom of the page.

Updating catalog permissions from **Dispensary settings**.

Tip!

Permissions can be toggled at any time and will take effect for all patients immediately.