Cloudpermit streamlines the application process by enabling flexible management of party roles and permissions. This guide has been updated to include essential instructions on how to add parties to an application, manage their roles, and specify permissions within the application workspace.
Adding and Managing Parties in the Application
Adding Parties to Your Application
Cloudpermit provides a straightforward process for adding parties to an application, empowering applicants to manage who can participate in the application process:
- Navigate to the "Parties to the Application" section within the application workspace. This area is accessible to all stakeholders, allowing for comprehensive collaboration.
- Stakeholders can send invitations to selected parties, expanding the collaboration network for the application process.
Assigning Roles and Permissions
Upon adding parties, the applicant has the capability to define each party's role and the extent of their permissions:
- Modifying Party Cards: Only parties granted modification permissions by the applicants can alter the party card. This includes deciding the role they will play in the application.
- Access Permissions:
- Applicant and Agent Roles: These roles automatically receive full permissions to the application, allowing for a broad range of actions, including submission.
- Other Roles: Roles such as Designer, Property Owner, or Payer may have more limited permissions. However, specific permissions like "modify application" or "add new applications" can be granted to enhance their involvement.
Detailed Permissions
- Modify Application: This permission allows the party to edit the application workspace but does not include the ability to submit the application. It's ideal for roles that require active participation in the application's preparation.
- Add New Applications: Enables parties to initiate supplemental applications within the current project, expanding the project's scope based on evolving needs.
- Visibility of Fees & Payments: The "Fees & Payments" section is accessible to Applicants, Agents, Property Owners, and Payers, ensuring transparency and accountability in financial matters.
Saving Changes
- Cloudpermit automatically records any adjustments made to the party card, streamlining the process and ensuring that all modifications are immediately reflected within the system.
Conclusion
Managing party roles and permissions in Cloudpermit is designed to be intuitive, offering applicants control over who can access and contribute to their applications. By following the steps outlined above, users can ensure that their application process is inclusive, collaborative, and efficient.