Create a new CRB and associate with service provider.
There are two supported onboarding workflows:
Provide POS Credentials Up Front (pos_info)
pos_info object in your request.Invite the CRB for In-App Onboarding
pos_info.users array to send an invite.Note: You MUST provide either pos_info OR users with at least one entry. You may also provide both.
If pos_info is provided:
business_type must match pos_type (e.g. wholesale org must use a wholesale POS like "Dutchie Wholesale").location_id, it must be valid.If pos_info is NOT provided:
users array.pos_info with a wholesale POS, but business_type = "retail" → Expect validation error.pos_info with:pos_type = "Greenbits"username = "testing"password = "invalid_testing" → Simulates invalid credentialspassword = "testing" → Simulates valid credentialslocation_id empty → Simulates missing required location, returns available options.location_id = "invalidLocation" → Simulates invalid location, returns available options.location_id = "testing" → Simulates successful connection (no actual POS connection made).Ok
Unauthorized
Forbidden
Not Found
Conflict
Validation Failed
{- "org": {
- "monthlyCustomers": 0,
- "monthlySales": 0,
- "dba": "string",
- "entityType": "sole",
- "ptEmployees": 0,
- "ftEmployees": 0,
- "established_date": "string",
- "website": "string",
- "phone_number": "string",
- "ein": "string",
- "mailing_postal_code": "string",
- "mailing_state": "AL",
- "mailing_city": "string",
- "mailing_street_address": "string",
- "country": "Afghanistan",
- "postal_code": "string",
- "city": "string",
- "street_address_2": "string",
- "street_address": "string",
- "primary_contact_email": "string",
- "business_type": "retail",
- "template_id": "c6d67e98-83ea-49f0-8812-e4abae2b68bc",
- "timezone": "America/New_York",
- "state": "AL",
- "name": "string"
}, - "pos_info": {
- "location_id": "string",
- "pos_credentials": {
- "username": "string",
- "password": "string"
}, - "pos_type": "Alleaves"
}, - "users": [
- {
- "phone": "string",
- "email": "string",
- "lastName": "string",
- "firstName": "string"
}
], - "options": {
- "onboarding_required": true
}
}{- "mailing_street_address": "131 Main St",
- "mailing_city": "Los Angeles",
- "mailing_state": "MI",
- "mailing_postal_code": "80202",
- "established_date": "2021-06-06T00:00:00.000Z",
- "ftEmployees": null,
- "ptEmployees": 43,
- "entityType": "llc",
- "dba": "Green Check Dispensary",
- "monthlySales": "20000",
- "monthlyCustomers": null,
- "id": "6c1E91E6-1ffA-C89D-E2Be-7f48EeF58DCd",
- "name": "Dispensary2",
- "street_address": "30776 Berge Mountain",
- "street_address_2": null,
- "city": null,
- "ein": "55-5555555",
- "phone_number": "(555) 555-5555",
- "postal_code": null,
- "country": "unitedstates",
- "state": "NM",
- "timezone": "Pacific/Guam"
}