Groups bundle associates by team or function — like Cultivation, Packaging, Post Harvest, or Kitchen. When a Group is assigned as a Home Group on a Working Location, its members show up in Quick Access on that tablet so they can sign in with one tap — no PIN required.

Creating Groups first means you can assign them while you're setting up each Working Location in the next step.

1. Navigate to My Facility → Groups.
2. Click New Group, name the Group.
3. Add members to the Group. You can search by name or select associates from a list. One associate can belong to more than one Group.
4. Save the Group.

Tip: name Groups after the work they do, not the area they work in (for example, Packaging or Post Harvest rather than Room A). Multiple Groups can be assigned to multiple Working Locations in your facility.

Working Locations are the physical areas of your facility — for example, a kitchen, a flower room, a trim station, or a packaging line. They're what ties a workstation tablet to the work happening in that area.

1. In Hashio, navigate to My Facility → Working Locations.
2. Click New Working Location.
3. Choose how to create it:
   • From scratch — name the location and save. Best when you want Working Locations that don't map directly to Metrc.
   • From Metrc Locations — pull an existing Metrc Location in and use it as a Working Location. Saves you from re-entering information.
4. Fill in the basic details:
   • Capacity — how many associates can reasonably work in the area at once.
   • Working Sq Ft — the usable floor area. Optional but helpful for reporting.
   • Notes — anything you want the team to know about this location.
5. Review the Settings section and toggle the options that fit this area:
   • Material Logging — requires associates to log materials used on the batch.
   • Output Logging — requires an output entry at hash out.
   • Quick Access — lets Home Group members tap their name to sign in instead of entering a PIN. Leave this on unless you have a reason not to.
   • Idle Timeout — how long the tablet can sit idle before it signs users out.

Add Home Groups (before saving)

Home Groups are what make Quick Access work. Members of the Groups you add here will appear as tappable name cards on any tablet set to this Working Location.

1. In the Home Groups section, click Add Group.
2. Select the Group(s) that normally work in this area. You can add more than one.
3. Click Save. The Working Location is now ready to be assigned to a tablet, and its Home Group members can sign in with Quick Access.

Associates can belong to Home Groups at more than one Working Location. They'll show up in Quick Access at any tablet tied to a location where they have a Home Group.

Every associate who signs in at a workstation needs a Workstation PIN. PINs are set per facility — if you operate multiple facilities, each one has its own PIN. You have two ways to get PINs set up:

Option A: Associates manage their own

1. Ask associates to sign in to Hashio and go to Profile Settings → Workstation PINs.
2. They can create or update a PIN for each facility they work at.

This is the easiest rollout — include the steps in your Workstation Beta announcement and most of the team can handle it themselves.

Option B: Admins set PINs from Team Members

1. Navigate to My Facility → Team Members.
2. Find the associate and open their profile.
3. In the Workstation PIN section, click Auto-generate to create a random PIN, or Set Custom PIN to enter one yourself.
4. Share the PIN with the associate securely. They can change it from Profile Settings whenever they'd like.

Use Option B for associates who don't log in to Hashio often, or for your initial rollout so no one is blocked at the tablet on day one.

Batches only show up on a workstation tablet when they're linked to the tablet's Working Location. Setting a default Working Location on each workflow step means new batches will inherit the right location automatically — no extra step for your supervisors.

1. Navigate to Workflows and open the workflow you want to update.
2. For each step, set the Working Location field to the area where that step is normally done. For example, the Trim step might default to Trim Room A; the Package step to Packaging.
3. Save the workflow. Future batches built from this workflow will automatically route to the right tablet at each step.

This step is optional but strongly recommended. Without default Working Locations, supervisors will need to set a location on each new batch manually.

Once setup is done, your supervisors and associates are ready to start using Workstation Beta. A quick rollout checklist:

1. Confirm each area that will have a tablet has a Working Location set up.
2. Confirm every associate has a Workstation PIN for this facility.
3. Share the Using Workstation Beta — For Associates and For Supervisors & Admin how-to guides with the team.
4. Place a tablet in each Working Location, navigate to My Facility → Workstation Beta, and set the tablet's Working Location.
5. Leave the tablet on the Workstation Beta screen and let the team start signing in.