Users

The Users page presents options for granting permissions or denying access to various components of the permitting system.

Add a Record

1. Navigate to the Users screen by clicking the My Admin link then choosing Users from the User Management pane.

2. When the Users page opens, expand the User Types drop-down and choose from the available options.

2. Click the Add a Record button.

3. When the Add/Edit Users page opens, enter the required information in the fields provided.

4. Click the Update button to include the new record on the Users table, or click the Cancel button to clear the fields and close this page.

Edit a Record

1. Navigate to the Users screen by clicking the My Admin link then choosing Users from the User Management pane.

2. When the Users page opens, choose a record from the table then click the Edit button.

3. When the Add/Edit Users page opens, alter the information as needed then click the Update button to apply your changes or click the Cancel button to close this page without making any changes.

Delete a Record

1. Navigate to the Users screen by clicking the My Admin link then choosing Users from the User Management pane.

2. When the Users page opens, choose a record from the table then click the Delete button.

The user's identity is removed from the table.

Export

• Export to Excel – click the Export to Excel button to generate an .xlsx file of the contents of the table

• Export to PDF – click the Export to PDF button to generate an .pdf file of the contents of the table

• Expand the User Type drop-down and choose the group to which you wish to send the contents of the table

• • Email Users w/ Client – click the Email Users w/ Client button to send the contents of the table to users via your default email client (you must have designated a default email client in Windows)

  • Email Users – click the Email Users button to send the contents of the table to the selected users