Permit Data Sharing

Permit Data Sharing

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to share and view Permits for another First Due Client.
    1. The feature is active only in client accounts with data sharing active.

Related Article


Video


Instructions

​
​
​
1. Click on Admin.


Click on Admin



2. Click on User Data Sharing.


Click on User Data Sharing



3. Enter a name that you desire to share your data with.






4. Click on Add.


Click on Add



5. Use the dropdowns in other columns (e.g., Dispatches, Pre-Plan, Community Connect, Hydrants, etc.) to configure additional access as necessary.

  1. If needed, remove a user by clicking the trash can icon in the respective row.

  1. Click Save to confirm changes after all changes are made.






6. Select "Fire Inspection/Permit" or "Permit" to allow the Partner to view shared Addresses.






7. Select View Only or None in the Permit Column for the user, then select Save.
  1. None: No access to permit data.

  1. View Only: The partner can view existing permits from the account if they have this option AND the FD Permits – Read permission.






8. Examples for permit visibility:

  1. Users from Client A create a permit in their own place:
    1. Users from Client A can always view and edit this permit
    2. Users from Client B can only view this permit if Client A granted them "Permits = View Only"
    3. Users from Client B cannot edit the permit
  2. User from Client A creates a permit in Client B's place:
    1. Users from Client A can only view and edit this permit if Client B has granted them "Address Share Module" = "Permit" or "Fire Inspection/Permit"
    2. Users from Client B can only view this permit if Client A granted them "Permits = View Only" (even though B owns the place, they need permission to view permits created by others)
    3. Users from Client C can view this permit ONLY IF:
      1. Client A granted them "Permits = View Only" AND
      2. Client B granted them "Permits = View Only" OR "Address Share Module" = "Permit" or "Fire Inspection/Permit"
  3. Permission chaining scenario (not allowed):
    1. Client A shares their addresses with Client B ("Address Share Module" = "Permit")
    2. Client B grants "Permits = View Only" to Client C
    3. Result: Client C CANNOT view permits created by Client B in Client A's places
    4. ​For Client C to view these permits, Client A must directly grant "Permits = View Only" OR "Address Share Module" = "Permit" or "Fire Inspection/Permit" to Client C







    • Related Articles

    • Inspection Data Sharing

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to share and view in-progress and completed inspection for another First Due Client. The feature is active only in client accounts with data sharing active. Related Article User ...

    • Create Invoice while creating a Permit

      Purpose To demonstrate how to create an Invoice while creating a Permit. Related Articles Creating a New Permit Creating an Invoice Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. Enter Occupancy Address, ...

    • Permits: Creating a New Permit

      Purpose To provide instructions on how to Create a New Permit in the First Due Platform. Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. Enter and select the correct address. 5. Select the correct date for ...

    • Create and Edit Permit Type

      Purpose The purpose of this Knowledge Base Article is to learn how to create and edit permit types. Related Article Adding Custom Data Fields to Permit Type Inspection Type - Part 4: Email Video Instructions NOTE: Permit Types can be cloned from one ...

    • Permit Request from the Community Connect Portal

      Purpose The purpose of this Knowledge Base Article is to demonstrate the work flow process when a Permit is requested from the Community Connect Portal. Related Articles Applying for a Permit in Community Connect - CC (Residential User) How to apply ...