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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Manage Users & Roles

  • Updated:

This article will show you how to manage users, their roles, and access levels. 

 

 

Instructions

  1. Sign in to your site and navigate to All Users
    All users.
  2. Search for a user and select the pencil icon under the Actions column
    Edit user.
  3. If needed, edit their User Information
    User information.
  4. Scroll down and choose the Role for the user
    Role for user.

    • Contractor: Can only access the Portal, typically used for the Fire Marshal product for 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 to choose from when assigning/scheduling inspections

    • Clerk: Same as Staff, from a permission standpoint

    • Supervisor: Assigned to any staff member that manages other staff; can also be listed in the inspector list. One level below the Container Admin role.

    • Supervisor/Inspector: Assigned to any staff member who has to manage other staff. Has the flexibility to be added to the list of Inspectors to choose from when assigning/scheduling.

    • Board Member: Newly added as a requirement for planning/zoning, for emailing meeting information (such as schedules, emails, and notes). Slightly higher level than the Public or Contractor roles. 

  5. The Features section allows you to give Add, Edit, Read Only, and Delete access to the modules
    Module features.
    Note: The Module access controls are not applicable to the Sys 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/Projects

    • Parcel Admin: Allows users to change the Parcel ID, Owner, and Location

  6. Select the Advanced button to configure additional access options
    Advanced options.
    • Invoicing: Choose if the user can create, modify, or pay invoices for specific modules

    • Contacts: Allow the user to create contacts in specific modules

    • Codes Table: Allow the user to add new codes in specified modules

    • Status Tab: Allow the user to add a new status
    • Documents: Allow the user to add documents to records in the selected modules

    • Contractors Tab: Allow admin users to be able to add a Contractor to the system

      • Issuing Users: Sets who is visible in the Issuing User dropdown in a permit

  7. Click Save Changes
    Save changes.

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