Create CRB

Create a new CRB and associate with service provider.

There are two supported onboarding workflows:

  1. Provide POS Credentials Up Front (pos_info)

    • Use when the CRB has already provided their POS credentials.
    • Include the pos_info object in your request.
    • Inviting users is optional.
  2. Invite the CRB for In-App Onboarding

    • Use when you don't have the CRB's POS credentials yet.
    • Do NOT include pos_info.
    • MUST include at least one user in the 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.


Validation Rules

If pos_info is provided:

  • Org business_type must match pos_type (e.g. wholesale org must use a wholesale POS like "Dutchie Wholesale").
  • Credentials must be valid; a test POS call is made.
  • If the POS requires a location_id, it must be valid.
    • If missing or invalid, a validation error is returned with valid options.
  • The org must not already be connected to your account.

If pos_info is NOT provided:

  • At least one user must be included in the users array.

Testing Scenarios (Sandbox Only)

  1. Provide pos_info with a wholesale POS, but business_type = "retail" → Expect validation error.
  2. Provide pos_info with:
    • pos_type = "Greenbits"
    • username = "testing"
    • password = "invalid_testing" → Simulates invalid credentials
    • password = "testing" → Simulates valid credentials
  3. Leave location_id empty → Simulates missing required location, returns available options.
  4. Set location_id = "invalidLocation" → Simulates invalid location, returns available options.
  5. Set location_id = "testing" → Simulates successful connection (no actual POS connection made).
Securityaccess_auth
Request
path Parameters
sp_id
required
string^[0-9a-fA-F]{8}\b-[0-9a-fA-F]{4}\b-[0-9a-fA-F...

Service Provider Id

Request Body schema: application/json
required
required
object
object
Array of objects

CRB users to invite

object
Responses
200

Ok

401

Unauthorized

403

Forbidden

404

Not Found

409

Conflict

422

Validation Failed

post/service-providers/{sp_id}/crbs
Request samples
application/json
{
  • "org": {
    },
  • "pos_info": {
    },
  • "users": [
    ],
  • "options": {
    }
}
Response samples
application/json
{
  • "mailing_street_address": "415 Main St",
  • "mailing_city": "Miami",
  • "mailing_state": "IL",
  • "mailing_postal_code": "33101",
  • "established_date": "2022-02-02T00:00:00.000Z",
  • "ftEmployees": 22,
  • "ptEmployees": 43,
  • "entityType": "partnership",
  • "dba": "Green Check Dispensary",
  • "monthlySales": "1000",
  • "monthlyCustomers": "1000",
  • "id": "be2BA1c8-C9BE-76bb-1010-3D7C9908f0AC",
  • "name": "Dispensary1",
  • "street_address": "9608 Alexandrea Club",
  • "street_address_2": null,
  • "city": "New Elizabeth",
  • "ein": "55-5555555",
  • "phone_number": "958-814-8336",
  • "postal_code": null,
  • "country": "unitedstates",
  • "state": "GU",
  • "website": null,
  • "timezone": "Pacific/Pago_Pago"
}