Adding a Us​​​er

Click the Users tab to load the Users configuration screen, then click the Add User button:

The 'User Info' details will load in the right-hand panel:

Enter in the new User's details:

• Username
• Group/Role
• First & Last Names
• Phone Number
• Mobile Number
• Email Address
• Home Address.

Click Save to create the User

User Group/Roles

User

A User has full access to Job records, and has the ability to assign and update Jobs, and interact with the Requestor

Data Viewer

A Data Viewer user is a read-only equivalent of a User.

They can view all Warranty and Inactive jobs.

Notification

A Notification user only received email notifications of Job events/updates.

Admin

An Admin user has full access to all the PermitManager features.

​Editing a User

Note: Every User can edit their own account details via My Account

Click the Users tab to load the Users configuration screen—existing User accounts will be listed in the left-hand panel:

Select the applicable User account from the list, to display the User Info in the right-hand panel.

The User's Group/Role can be changed by selecting from the drop-down list:

The User's Signature can be updated by clicking the Upload Signature button:

​

Note: this signature will be used in conjunction with any Signature that the User has
uploaded themselves (see My Account), ie, it will not replace an existing signature.

If a user leaves the council, Admins can lock their account so they are unable to log
in in future. They also have the ability to expire the user's password. This is useful
if the user has forgotten their password, or if the council has a requirement that
passwords be changed on a regular basis:

Deactivating a User

If a user leaves or no longer requires access to PermitManager, their account can be "locked" to prevent the account being used to access the service.

Note: accounts cannot be deleted to ensure the integrity of historical records for
auditing purposes.

Click the Users tab to load the Users configuration screen—existing User accounts will be listed in the left-hand panel:

Select the applicable User account from the list, to display the User Info in the right-hand panel.

Click the Lock? button located toward the bottom of the panel:

The button will change to Unlock?, allowing for the account to be re-activated if required.

Password Reset

If a user forgets their password, their account password can be manually "expired" to force a password reset.

Click the Users tab to load the Users configuration screen—existing User accounts will be listed in the left-hand panel:

Select the applicable User account from the list, to display the User Info in the right-hand panel.

Click the Expire? button located toward the bottom of the panel:

Click Yes from the pop-up to confirm the password reset, or click No to cancel the action:

The Expire? button will no longer be shown and the associated message will update to indicate that the password has expired:

The next time the User tries to log in, they will be prompted to update their account password.