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Roles and permissions

Use this page when you set up a staff account and need to know which role gives a person what they need, or when someone asks why a page or a button is missing for them. For what each role is for, start with how the staff roles fit together.

A person with more than one role has every permission of each. Roles come with these permissions as shipped, and there is no settings page that changes them.

Permissions​

Each row is one thing Chiban checks before it lets a person act. The second column lists the roles that have it. Reviewers and board members hold none of these permissions. They reach their pages through the role itself.

PermissionRoles that have it
Issue a permit or certificate.Land use staff
Override an administrative gate with a recorded reason.Land use staff
Record a statutory exception with cited legal authority.Administrator
Refund, void, or correct a payment entry.Administrator and Finance
Show a document on the public site or hide it.Land use staff
Place or release a legal hold.Administrator and Records custodian
Approve disposition.Records custodian
Edit configuration.Administrator
Add or remove authorized parties on a project.Administrator and Land use staff
Amend a submitted application after review starts.Land use staff
Set the workflow step on an application and withdraw it.Administrator and Land use staff
Record lineage, override parcel IDs, carry records forward, resolve unresolved records, and disposition import exceptions.Administrator and Land use staff
Run GIS layer imports.Administrator and Land use staff
Extend or waive a clock where the rule allows it, with a recorded reason.Administrator and Land use staff
Record a regional impact determination and notices under the building permit rules.Land use staff and Inspector
Waive or set a fee amount with a recorded reason.Administrator and Land use staff
Record counter payments and start card payments at the counter.Land use staff and Finance
View and export the daily cash receipts report.Administrator, Land use staff and Finance
Assign and remove reviewers on an application.Administrator and Land use staff
Attach documents to any record, set document audiences, and retry preservation.Administrator, Land use staff and Records custodian
Create board packets and send or revoke their links.Administrator and Land use staff
Take inspection requests and schedule, reschedule, or cancel inspections.Land use staff and Inspector
Record inspection results and attach inspection photos.Land use staff and Inspector
Request and download the town records export.Administrator and Records custodian
Download the encrypted recovery export.Administrator
Restore an export archive into an empty instance.Administrator
View and download permit volume, processing time, and revenue reports.Administrator, Land use staff and Finance
Import open applications from the prior system and reconcile them.Administrator and Land use staff
Schedule board meetings and record completeness votes, certifications, and board extensions.Administrator and Land use staff
Invite board members and end their terms.Administrator and Land use staff
Keep condominium, park, and restriction rosters and draw, confirm, and issue abutter lists.Administrator and Land use staff
Open enforcement cases, record findings and notes, and review complaint text.Land use staff and Inspector
Issue cease and desist orders as a designated enforcement officer.Land use staff and Inspector
Record service of an order, answers, court steps, and appeals.Land use staff and Inspector
Refer an enforcement case to town counsel and record outcomes.Administrator and Land use staff
Record a court-imposed fine on the ledger.Administrator and Finance
Verify and enable anonymous complaint intake.Administrator
Log Right-to-Know requests, respond, withhold, and release records.Land use staff and Records custodian
Draw redactions on a document version and run them.Land use staff and Records custodian
Propose a disposition batch from the retention worklist.Land use staff and Records custodian
Invite staff, change their roles, and disable or re-enable their accounts.Administrator

Pages each role sees​

These are the pages in the staff menu, and the pages under Settings, for a person who holds only that one role. A person with two roles sees the pages of both. Data export, moving open applications over and scanned property files appear under Settings for an administrator and in the staff menu for anyone else who can use them.

  • Administrator. Staff menu: Parcels, Map, Applications, Notice contacts, Contractors, Payments, Board applications, Meetings, Board members, Board packets, Preservation, Legal holds, Enforcement, Reports, Census report, Imports, Exceptions, Unresolved records, Overrides, Account. Settings: Town profile, Parcel ID formats, Letterhead, Signers, Notification wording, Application types, Forms, Fee schedules, Templates, Conditions, Inspection checklists, Town rule settings, Local code amendments, State law, Building code editions, Sections for findings, Boards, Board settings, Regional notice contacts, Review committee routes, Card payments, Inspection schedule, Starter templates, Users, Enforcement officers, Anonymous intake, Data export, Health, Move open applications over, Scanned property files.
  • Land use staff. Staff menu: Parcels, Map, Counter, Applications, Notice contacts, Contractors, Inspections, Inspector days, Payments, Board applications, Meetings, Board members, Board packets, Preservation, Right-to-Know, Retention, Enforcement, Reports, Census report, Imports, Exceptions, Unresolved records, Overrides, Move open applications over, Scanned property files, Account. Settings: none.
  • Inspector. Staff menu: Parcels, Map, Applications, Inspections, Enforcement, Account. Settings: none.
  • Finance. Staff menu: Parcels, Map, Applications, Payments, Enforcement, Reports, Census report, Account. Settings: none.
  • Records custodian. Staff menu: Parcels, Map, Applications, Preservation, Legal holds, Right-to-Know, Retention, Data export, Account. Settings: none.
  • Reviewer. Staff menu: Parcels, Map, Reviews, Account. Settings: none.
  • Board member. Staff menu: Parcels, Map, Board meetings, Account. Settings: none.