The Users Settings page is the main management shell used to manage users in Civic Permits. Users of all roles (requesters, site coordinators, permit processors, etc.) are managed with the Users Settings page.
Users are added to the system when they register with Civic Permits. All users, including district and school-based personnel, need to register with Civic Permits in order to appear in the Users Settings page.
You can use the Users Settings page to:
- Edit user profiles, including user contact information, group contact information, group type, (free use, non-profit, commercial, etc.), and non-profit EIN number
- Assign Roles to users
- Assigns Sites to users
- Reset passwords
- Deactivate and activate users
Finding a user
Find a user easily by typing the first name, last name, and/or group name filter at the top of the page. Based on what is typed, the user list will automatically filter when you begin typing into one of these filters. For example, if you start to type “Sm” in the last name filter, the user list will automatically show all users whose last name begins with or contains “sm”. Note that the filters are not case sensitive.
From the filtered user list, click on the user you wish to edit. The user’s record will open in the user management form.
Edit a user profile
After opening a user’s profile for editing, make changes by using the fields in the User Details section. To save changes, click on the Save button at the bottom of the page.
Assign Roles to users
By default, all users are assigned a Requester role. Therefore, for outside groups requesting facilities it is not necessary to assign any additional roles. Role assignment is only for district and school-based staff.
Assign one or more roles to users in the Roles Assigned section. Available roles are defined in the Roles Settings page.
To assign a District Level Role, select the check box in front of the role name and then save your changes. Once saved, the user will assume this role the next time they log in and will inherit all of permissions assigned to this role as defined on the Roles Settings page. Examples of District Level Roles include: Risk Manager, Permit Processor, Invoice Creator, etc.
To assign a Site Level Role, select the check box in front of the role name, select one or more sites to assign to the user, and click the Add button.
Once saved, the user will assume this role the next time they login and will inherit all of permissions assigned to this role as defined on the Roles Settings page for only the selected sites. Examples of Site Level Roles include: Site Coordinator, Athletic Director, Kitchen Supervisor, etc.
To reset a user’s password, click on the Reset Password button. This will send an email to the user with instructions on how to reset their password.
The Assume feature allows you to assume the context of the current selected user. In other words, you can temporarily assume the identity of the selected user to view and use Civic Permits as that end-user. This can be useful in troubleshooting issues users are having when using Civic Permits.
Deactivates the selected user and prevents the user from signing on to Civic Permits.