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User Management

User Management

Owned by Jeremy Breaux (Unlicensed)
Last updated: Apr 11, 2024 by Jared Fontenot
6 min read

This page will allow an the Admin to find a User and change the selected user accounts details.

 

 

 

Find a user

  1. Enter the name of the person you are trying to find as the User on the top left.

  2. Select the appropriate Jurisdiction.

  3. Click Filter to search for the user.

  4. Click Edit to begin editing the user. As shown below

image-20240112-210511.png

 

Tip: If you don’t know a users name, you can also use the Project Type, User Groups, and/or the Account Type filters to help narrow down your search.

 

 

Home

This page will give you an overview of the users information.

 

Change status of the user (Approved, Read Only, Service)

  1. Toggle on (green) or off (red)

image-20240112-210605.png

 

 

Change the users photo

  1. In the Basic Info section, to the right of “Photo” click on the word profile.

  2. Select the desired photo for this user.

  3. Click Open to upload the photo.

 

Edit the users information

  1. In the Basic Info section, click in the field enter the correct information.

 

Change the Default Landing Page

  1. Navigate to the Default Landing Page section.

  2. Click on the drop-down list.

  3. Select this Users Default Landing page.

    1. Note: Most Users are defaulted to the Search page.

image-20240129-152241.png

 

 

Update User / Save

  1. At the bottom of the Home → Basic Info section.

  2. Click the Update User button.

image-20240112-210909.png

 

Jurisdictions/Project Types

This page will let you assign or remove Jurisdictions/Project types for a user.

Add a new jurisdiction to the user

  1. Toggle off Show only selected jurisdictions to display all States.

 

  1. Select the desired state.

  2. Toggle the desired jurisdiction to on.

 

Tip: The Expand All button will open all states to show the available jurisdictions for each. This button changes to Collapse All.

 

Manage Project Type Settings

CAUTION: Editing/changing these settings can cause problems for the user and associated projects.

  1. Click Project Type Settings and to get the popup window.

  2. Select or deselect the Category to give the user access to.

  3. Select Default use, to allow editing, or Read Only use.

  4. If multiple categories are selected, select their rank of importance for that user.

  5. Click Save

Explanations of Available Settings:

Description: Description of the project type

Default: Setting a project type as the default will default the project type in search filters in multiple areas of the software including department queue, MGO Admin, Project Search. A single user can have multiple defaults selected.

Read Only: The user will be restricted from making any updates/changes/saves on the project page for all functions where this flag is enabled for a project type.

Rank: This setting relates to the "Default" setting, and can be though of as the "sort order" of the defaults. For example if "Permit" is rank 1, and "Code Enforcement" rank 2, and both are defaults, Permit will be sorted first in the list of defaults for filters.

Reviewer: Only used if on a project type's project page the "plan reviewer" dropdown is used - this flag makes a user shown in the dropdown.

Planner: Only used if on a project type's project page the "plan reviewer" dropdown is used - this flag makes a user shown in the dropdown.

Change Project Requirements: This allows a user to manually move requirements/inspections within a project's workflow & remove items from a project's workflow.

Edit/Create User Created Reqs: On the requirements tab of the project page, there is a section "user created requirements" that allows a Jurisdiction user to create a custom requirement & assign it to a user department. This checkbox allows a user to use this functionality per project type.

View Confidential Contacts: Only used if the "Confidential Contacts" feature is used for the project type, allows jurisdiction users to see these hidden contacts if they view a project page where the feature is enabled.

Allow Requirements Overwrite: Allows the "Requirement Sets" dropdown to show on the "requirements" tab of the project page when a workflow is already applied without completed inspections; thus allowing the logged in user to select a new set & overwrite the one currently set.

 

User Groups

This page will let you add/remove a user to groups.

 

Change the groups for the user

  1. Select the appropriate jurisdiction.

     

     

  2. Scroll down to the desired group to add/remove from user

  3. Click the left empty box to add a user to the group.

     

 

Tip: If they are in the group, click the check mark to remove them from the group.

Tip 2: Press the + icon on the group to expand it and show all of the projects associated with that group.

 

WARNING: The Expand All button will open EVERY group and show ALL Projects. If you have an excessive number of groups, this may cause the system to get overloaded and cause an error.

 

Application Types

This page will let you assign application tasks to the user.

 

Assign application to the user

  1. Select the appropriate Jurisdiction from the drop-down list.

     

  2. Scroll down to the desired Project Type.

     

  3. Select the application for the user. Task name is located on the right of each row.

 

Tip: Clicking Select All will toggle all task for the column below it on/off.

Tip 2: Application type position can be moved up/down by dragging the up/down arrows on the left of each task.

 

Application Types

Assigned - Will allow the selected user to process the application type.

Default - Will automatically select this application type when opening this screen.

Notify - Will receive a notification when a customer submits this application type.

 

 

Review Types

This page will allow you to toggle the reviews that the user can see.

 

Change visible review types for the user

  1. Select appropriate Jurisdiction

 

  1. Find the desired Project Review information.

     

  2. Toggle On to allow the user to see it.

     

  3. Toggle Off to hide it from the user.

  4. Once finished, click Save button on the bottom right of the screen.

 

Tip: Clicking the + button on the right of the review to see additional information in this window.

 

 

Custom Reports

This page will let you give permission to the user to access custom reports.

 

Allow a user to view custom reports.

  1. Select the appropriate jurisdiction

  2. On the top of the page, confirm that Give this user permission is toggle on (green).

     

  3. Toggle each report On/Off to give user permission to view.

     

  4. Once finished, click the Save button on the bottom right of the screen.

 

 

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