FAQs

1. How do I get access to the platform?

Account Administrator: NCS will create your organization profile and setup your Account Administrator. The Account Administrator will receive an email invitation that contains a link and a temporary password that you will use to gain access to the platform. The link in the email expires after 24 hours, so you will need to login and change your password within that time.

Users: A user is sent an email invitation with a link and a temporary password when they are created in the system. The user will select the link and enter their email address (user name), the temporary password and a new password. This will reset their user credentials and allow them access to the platform. The link expires after 24 hours.

2. How do I set up my organization?

Once NCS has created your organization profile and sent you your administration credentials, it is time to finish setting up your organization so that your users can interact with platform. In order to set up your organization, we recommend that you initially add information in the following order:

1. Portfolio(s)
2. Users
3. Companies
4. Locations

3. How do I create a portfolio?

From the sidebar, select Portfolio. The Portfolio dashboard will display. Select Add Portfolio. Enter the Name of the Portfolio, select the Portfolio Manager, and then select the users that you want to have access to the portfolio. Select Next and the Location page displays. Select the Locations that you want to add to the portfolio and then save. If you do not have any locations created yet, you will be able to add them later.

*At first log in, you will not have any users yet but you can assign yourself to the Portfolio.*

4. How do I add a user?

• Click on “Users” on the sidebar.
• From the Users screen, you will need to add your associates and employees to the system. You will need each user’s full name and email address, so they can be sent their temporary log in information.
• Click “Add Users.”
• Enter the User Profile Information and select Next
• Select the Portfolio(s) that the user will be able to access and Save

Below are the different types of user roles:

• Account Administrator-The “account owner” who can view all associated Portfolios, Companies, Locations and Users. They can add and edit Portfolios, Companies, Locations, and Users. Responsible for billing and can sign agreements with NCS.
• Client Supervisor-The “Portfolio owner” who can add and edit Portfolios, Companies, Locations and users that they have created or that they are assigned to within a portfolio.
• Client User-The user of the system who can generate and view reports for locations that are in portfolios that they have been assigned to.
• Limited User– This user is meant for “guest” access and can only see a limited view of Portfolios, Companies and Locations.       They can generate and view reports.

5. How can I add a Company?

Companies in the NCS platform are the Parent Companies that may have multiple state or county licenses and locations. Not all Companies will have more than one license/location or be considered a parent. If that is the case, you will have to enter information twice, once as a Company and once as a Location.

To create a Company, you will need to know basic information such as legal name and address. You may also choose to include the EIN number. If a Parent Company already exists, you will add your new Location to the existing Company.

6. How do I create a Location?

A Location is a Licensee and/or CRB (cannabis related business) you have authority to retrieve data for.

You will need basic information and can include Local or State license numbers and METRC integration APII keys. License numbers and METRC API keys must be unique.

If you need to create a new Location for an Existing Company, simply search for the Company. Next you will be asked to add your new Location to a Portfolio. You may choose to skip this step. If you ever want to add a new Location, you simply navigate to the Company detail screen.

7. How can I generate a Month End Report?

The Month End Report is a summary of all of the data for a Parent Company followed by details for the related Locations. Access to the information is controlled by the Portfolios that a user can access. To generate a Month End report:

• Select Companies from the side bar.
• Select the Company from the list and open the Company Details screen
• From the Company Details screen, click “Run Month End Report.”
• Select the timeframe to run by choosing the beginning data and the ending date from the calendars. The recommended time frame is the previous 3 full months (you will only see available data).
• Select Run Report.
• If you would like to see month-to-date data, navigate to the Snapshot report.

8. What is a Snapshot report?

While a Month End Report gives a Parent Company summary over a data range, the Snap Shot Report provides a snap shot in time for a single location.

• From the Company Detail screen, click which Location you want to see. You will be navigated to a Location Detail screen.
• From the Location Detail screen select Snap Shot Report. The Snap Shot Report displays Location Month to Date information as well as a Company summary of all Locations.

9. How can I add tax information to a Location?

From the Location Detail screen, you can view and create taxes associated with that Location. If a tax record is for the entire Company, only upload it once to any of the associated locations. You may choose to upload the related tax document, or enter only the amount of the tax

If you do not see the source you need, use the source that most closely matches. If you enter a tax record incorrectly, you may edit or delete it if you are authorized.

10. How do I add a user to a portfolio?

There are two ways to add a user to a Portfolio. The first is when you create the portfolio and the second is creating or editing a user. See the How to Create a Portfolio FAQ. Below we describe how to add a user to a portfolio after the portfolio is created.

• Select the user from the User list and then select Edit User
• The first Edit User screen will be their contact information. Click ‘Next’ to find the list of available Portfolios. Select the portfolio name(s) and then select Update.
• In addition to adding the User to a Portfolio, you may also remove them from the portfolio by clicking on a checked portfolio and then selecting ‘Update’.