Both sides of CSDatum software (CSDatum Maps and Permit Manager) have permission settings for each user. These settings control the type of access that a user has.
Each account has one or more users that are set up as an account administrator. The administrator can add new users and also can edit the permission level of existing users.
Users and permission levels are controlled from the Users page at ≡ Menu > Account > Users.
Administrators are set separately for CSDatum Maps and Permit Manager. Accordingly, an administrator can only edit user permissions for the software for which they are an administrator. In other words, a CSDatum Maps administrator can edit permissions for users of Maps, but they cannot edit Permit Manager users.
Setting CSDatum Maps Permissions
Permissions can be edited for users within the Current Users section. In the screenshot below, the logged in user is the administrator for CSDatum Maps and, therefore, can edit the user permissions only for the users' CSDatum Maps access. Edit a permission by clicking the Pencil button.
Within the Edit CSDatum Permissions dialog box, choose the permission level for the user in the dropdown selector. The permission level of Select By Layer allows you to choose permission levels for individual data layers. Add a new layer using the Add a Layer button and then select the permission level using the dropdown selector. Click Save when done.
Setting Permit Manager Permissions
Permissions can be edited for users within the Current Users section. In the screenshot below, the logged in user is the administrator for Permit Manager and, therefore, can edit the user permissions only for the users' Permit Manager access. Edit a permission by clicking the Pencil button.
Within the Edit Permit Manager Permissions dialog box, choose the permission level for the user in the dropdown selector. The permission level of Role Based allows you to choose permission levels for different areas of Permit Manager using predefined roles. If using Role Based permissions, create or edit the roles within the Permit Manager Roles section. Creating and editing roles is described in the next section below.
Setting Permit Manager Roles
Click the Permit Manager Roles section to open it. Edit an existing role using the Pencil button or create a new role by clicking Create New Role.
Whether editing an existing role or creating a new one, first edit/create the role name. Then, click Next.
Next add one or more tasks that users with that role will complete. These added tasks will give users permission to edit portions of Permit Manager related to those tasks. When done, click Save.
