This article will show you how to manage users, their roles, and access levels.
Instructions
Sign in to your site
Navigate to Admin Tools and select All Users:
Search for a user and select the pencil icon under the actions column:
If needed, edit their User Information:
Scroll down and choose the Role for the user:
Contractor: Can only access the portal. This is mainly used with the fire marshal product to view inspection reports
Public: Can only access the portal
Container Admin: Assigned to the main administrators
Staff: Assigned to any users who are staff members for their organization
Inspector: Is added to the list of inspectors. Can be selected when assigning or scheduling inspections
Clerk: Same as staff, from a permission standpoint
Supervisor: Assigned to any staff member who manages other staff; can also be listed in the inspector list. One level below the container admin role
Supervisor or Inspector: Assigned to staff who manage other team members. They can also be added to the list of inspectors. This allows them to be selected when assigning or scheduling inspections
Board Member: Recently added as a requirement for planning and zoning. Used to email meeting details, including schedules, emails, and notes. This role is slightly higher than the public or contractor roles
The Features section allows you to give Add, Edit, Read Only, and Delete access to the modules:
Notes:
The Module access controls do not apply to the System Admin or Container Admin roles.
Scheduling Manager: Allows inspectors to assign districts to users
Workflow Manager: Allows a user to change the routing of permits and projects
Parcel Admin: Allows users to change the Parcel ID, Owner, and Location
Click Save Changes:
