User Management (Adding, Deleting, and Modifying Users)

Overview

On Cloudpermit, Administrator users can add new users, delete existing users, and modify the roles of existing users. Cloudpermit’s User Management dashboard can be used to add new inspectors, plans reviewers, administrators, and others to your Municipality on Cloudpermit. On Cloudpermit, we refer to these roles as Groups, meaning a user can be part of one or more Groups. Users can be part of one or more of the following 5 groups:

  1. Administrators; This person(s) will have access to all of Cloudpermit’s configuration functionalities and features. This person(s) will be able to modify the functionality of Cloudpermit including adding/deleting new/existing users, modify the working/non-working days and freeze time of the inspections, configure the application reviews, and several other functionalities of Cloudpermit. This user will also have access to all applications. 
  2. Customer Service Representatives (CSR); This person(s) will have access to basic functionalities of Cloudpermit, mostly limited to the intake of applications. This person(s) will have access to application intake and existing applications, however, will not be able to conduct any official reviews of applications, and will not be able to configure any functionality of Cloudpermit. This user will also have access to all applications.
  3. Dispatchers; This person(s) will have access to Cloudpermit’s dispatching module where inspections are confirmed and scheduled. This user will also have access to all applications.
  4. Inspectors; This person(s) will have access to Cloudpermit’s inspections functionality where inspections are conducted and recorded. Generally, this Group is exclusively limited to official building inspectors. This person will only be able to configure the inspections component of Cloudpermit. This user will also have access to all applications.
  5. Plans reviewers; This person(s) would conduct the official review(s) of the plans/attachments of each application submitted to Cloudpermit. This person(s) will not be able to configure any component of Cloudpermit. This user will also have access to all applications.

How to Access Cloudpermit’s User Management

To access Cloudpermit’s user management, you must be part of the Administrator user Group. If you are already an Administrator, please follow the instructions below:

  1. Log into Cloudpermit at ca.cloudpermit.com using your municipal email address
  2. Click your name near the top right of the window, as can be seen by the image below. 
  3. A drop-down menu should have now been automatically populated with your municipality name appearing. Please click User Management which should be the first selectable button under your municipality name.
  4. Success! You are now within the User Management dashboard which should appear similar to the image below. 

How to Add a New User to Your Municipality

Adding new users to Cloudpermit only takes a few minutes. To add a new user, please follow the instructions below.

  1. Access the User Management dashboard. If you forget how to, please follow the instructions above under the heading How to Access Cloudpermit's User Management.
  2. Click the Add new user button located near the top right of the window. It is circled in red on the image below. 
  3. Once you have click the Add new user button, the add new user window automatically populates similar to the image below. Please enter the email address, first and last name of the desired user, and select the desired Groups of the user. As noted, a user can be part of one or more groups. For example, a single user can be a Plans reviewer and a Customer Service Representative (CSR). 
  4. Once you have finished inputting all of the information in step number three, please click the Add button, near the bottom of the window. 
  5. Once you’ve clicked the Add button, an email will be sent out to the email address you’ve inputted. If the email address you inputted does not yet have account on Cloudpermit, he or she will be asked to create an account. If he or she does already have an account with the email address you’ve inputted, they will not be requested to create an account. Regardless however, please instruct them to keep an eye out for the email from Cloudpermit.
  6. Success! You have now added a new user to your municipality on Cloudpermit!

How to Delete an Existing User from Your Municipality 

If you require to delete an existing user from your municipality on Cloudpermit, please follow the instructions below.

  1. Please access Cloudpermit’s User Management dashboard, if you forget how to, please use the instructions above under the heading How to Access Cloudpermit's User Management.
  2. To the left of the name of each user, there are downward facing arrows. Please click the arrow next to the name of the user you would like to delete.
  3. Once you have click the arrow, the panel expands and displays the first name, last name, email, and Groups of the user. To delete the user, please click the Remove button near the bottom of the panel. It is circled in red on the image below. 
  4. The Remove user account window now automatically populates. To confirm the deletion, please click the Remove button, highlighted in red on the image below. 
  5. Success! You have now deleted the user from your municipality group on Cloudpermit

How to Modify the Roles of Existing Users within Your Municipality on Cloudpermit

  1. Please access Cloudpermit’s User Management dashboard, if you forget how to, please use the instructions above, under the heading How to Access Cloudpermit’s User Management.
  2. To the left of the name of each user, there are downward facing arrows. Please click the arrow next to the name of the user you would like to modify.
  3. Once you have click the arrow, the panel expands and displays the first name, last name, email, and Groups of the user. You can now modify the name of the user and the Groups they are a part of. To add/remove one or more of the groups a user is a part of, please check/uncheck the box of the desired group. 
  4. Success! You have now modified the user on Cloudpermit. There is no save functionality here, Cloudpermit's cloud-based technology automatically saves this for you!

How to Change the Email Address of a User within Your Municipality

If you require to change the email address of an existing user on within your Municipality on Cloudpermit, please use the instructions below.

  1. Please access Cloudpermit’s User Management dashboard, if you forget how to, please use the instructions above, under the heading How to Access Cloudpermit’s User Management.
  2. Please delete remove the user from your municipality on Cloudpermit. If you forget how to, please follow the instructions above, under the heading How to Delete an Existing User from Your Municipality
  3. Please re-invite the person to your municipality group using the new desired email address. If you forget how to invite a user to your municipality group, please follow the instructions above, under the heading How to Add a New User to Your Municipality.

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