How to define permissions to different party roles

This tutorial outlines the permissions that a user may grant to the invited parties. An applicant and agent will automatically get full permissions to the workspace. Other roles may have limited permissions. 

You can find the Add Party form by going to the Parties to the Application section and clicking on Add or Invite party+.
The Add Party form opens.
  • All invited parties will have permission to access and read the application they have been invited to despite the role.
  • The invitee will also see the sender's name and the address of the subject property.
  • Note: An applicant and an agent will automatically have full permission for the workspace. 
Additionally, a user can give additional permission to an invitee's role by selecting them from the options list.
There are three options to choose from:
  • Modify application
  • View all applicable phases
  • Add new applications

Modify the application option gives edit permission to the respective workspace, excluding submitting. 
Only the applicant and agent can submit applications.

For example, if you select a role (Designer) and permit the person to modify the application, the designer can edit, add, and remove data from the application.

An applicant, agent, property owner, and payer can also view bills in the application.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.