Edit CRB information on your terms with ease; plus, built-in notifications to keep you informed
We're thrilled to introduce a self-service feature that puts you in control of your cannabis business interactions. 💪💥Benefits to you
Based on your feedback, we've rolled out a feature that empowers you to make real-time updates to your cannabis business information.
Here's why it matters
- Efficiency: Make instant updates—no more waiting for CRBs to edit their info or reaching out to our support team.
- Change notifications: Stay informed when cannabis businesses modify their information (and vice versa) with new alerts!
- Enhanced collaboration: Foster smoother communication, responsiveness, and transparency.
What can you modify?
If the CRB allows service providers to make changes on their behalf, you will now have access to "edit" buttons within the Account detail tabs:
- Business (General): Update address and contact info.
- Operational: Adjust hours, employee count, and more.
- Additional Info: Edit custom due diligence template responses.
- Documents: As always, add or request documents as needed.
- Account Users: You can also add and edit CRB user info!
Learn More About Making Edits!
Improved workflows for you
When you make updates, a notification alerts the cannabis business, ensuring transparency in your collaborative partnership. Likewise, if they update their own company profile, you will now receive an alert—no more guessing if details have changed.
We're confident this self-service feature will elevate your platform experience and strengthen collaboration. Need help navigating? Our friendly support team is here for you.
Coming soon to this feature:
- Edit MUO/parent account information
- In-app notifications for edits to Additional Info tab (currently, you will only receive emails if information changes in custom due diligence fields)