Setting up a New App. Group

These instructions are for adding a new App. Group which is usually created to hold a group of related applications. Examples include Highway, Land Use, Sewer, etc.

  1. Click “Administration” under the “User” tab at the top of the page

  2. Click “App Groups” in the “General” section near the top of the page

  3. Click "Add"
  4. Step 1: Basic
    1. Enter a name for the new App. Group
    2. Optional: Add a description for this App. Group. This description will be shown on the Index page under the title of the App. group
    3. Optional: Enter contact Information for this App. Group. This contact information shows in upper right of application and invoice print pages
    4. Choose a sort option to determine how the applications are sorted on the dashboard
      1. Unique #: Sorts by a unique number that is assigned to all applications on creation
      2. Approved #, Unique #: Sorts the applications by Permit # first and then by Unique #
      3. Status, Unique #: Sorts by status name alphabetically and then by Unique #
      4. Status, Approved #, Unique #: Sorts by status name alphabetically, then Permit #, and then by Unique #
    5. Choose an Access Option
      1. The default, "Show on Index w/o login", will allow users without a login to be able to see this App. Group
      2. Choose "Always check Access Control List" if you want this App. Group to only be visible to users with the proper Access Rights (Employees, Users with a login)
        • Access Rights Training Guide Coming Soon
    6. Choose an Access Control List
      1. To allow public users to start their own applications, choose "DEFAULT/Any User Write"
      2. To keep access internal only, choose "DEFAULT/Employee Write"
      3. Contact for advice on situations other than the above
    7. Choose an App. Status Setup
      1. This determines the status setup that an application uses
        • App. Status Setup Training Guide Coming Soon
    8. Choose an App. Base
      1. This determines what type of Applications are generally handled in this App. Group.
      2. Permit application fall under Applications
    9. Click "Next
  5. Step 2: Configuration
    1. Decide if you want to enable Districts
      1. Districts allow you to assign an application to a specific employee
    2. Choose a Contact setup
    3. Choose a Parcel Data Type
    4. Click "Next
  6. Step 3: Default Location on Map
    1. Set how the maps look by default when an application uses a map data type
      1. Zoom in on the map to where you want the default to be
      2. Click "Save Location" under the map
  7. Click "Save & Exit"