Permissions start in the Staff Portal (formerly CivicPlus Organizations) and trickle down to Integration Hub, Notifications Admin (formerly CivicPlus Notifications), Resident Portal (formerly CivicPlus Portal), HCMS, and Web Evolve. There are varying permission levels available for each individual product that determine the areas and functionality users may access and what actions they are able to perform. Each member of your staff who needs editing access will first need to be added to a group in the Staff Portal. These groups will then be granted permissions in the respective products.
Staff Portal Permissions
Organization Owners: Can manage groups, users, and settings for their organization and have full access to Integration Hub, Notifications Admin, Resident Portal, and Web Evolve
Group Owners: Can manage users in the group(s) they are owners of and have access to functionality assigned to their group
Group Members: Can manage their own personal user account and have access to functionality assigned to their group
Set Up Permissions
Create Groups for teams or staff members that will have similar editing rights
Add users to the Groups as Group Members or Group Owners
Set up product-specific permissions:
Integration Hub: Assign Integration Hub Permissions to Groups
Notifications Admin: Assign Notifications Permissions to Groups
Resident Portal: Assign CivicPlus Portal Permissions to Groups
HCMS:
App Permissions: Assign Roles to Groups in the HCMS
Content Permissions: Create Permission Sets
Web Evolve: Assign Site Permissions to Groups
Permissions Map
Note: Right-click on the map to move and use the tools in the bottom right corner to zoom in.