How to Edit Permit Category Descriptions

Overview

Cloudpermit allows administrator users to edit the permit category descriptions. These description can help applicants understand what the specific category means and if it is an appropriate selection. This article explains how administrator users can access and edit the description for the various permit categories. 

How to Edit Permit Category Descriptions

  1. Log into Cloudpermit at ca.cloudpermit.com 
  2. Click your name at the top right, as can be seen by the screenshot below
  3. Click on Configuration 
  4. Scroll down to the category for which you want the description for
    1. For example, scroll down to the residential building category
    2. Expand the tile by clicking the downward facing arrow on the right side of the tile
  5. Scroll down to Category description 
  6. Type the desired category description in the text box
    1. You can include a URL in the description to direct applicants to a municipal website
    2. You can also use the bold, italic, and underline tools located at the top right of the text box. Additionally, you can resize the text by clicking the drop-down menu right above the top left of the text box 
  7. Continue steps four through six for any of the categories you want to edit

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