Role permissions guide

Users with Role Management permissions for an application can create roles and manage permissions for users.

Permissions determine what records users can view and edit in an application. You can create roles of any kind, such as Assessor, Clerk, and Intern, using these permissions to manage access.

This guide provides a breakdown of the permissions available in each application. You can create roles using these permissions and assign them to users.

Permissions breakdown

Applications have three types of permissions: View, Edit, and Administer/Administrator.

  • View permissions allow users to see a record and view its history but block them from making changes.

  • Edit permissions allow users to view, create, and edit a record.

  • Administer/Administrator permissions give users all permissions related to a record, including view, create, edit, and delete permissions.

    Only users with Administer/Administrator permissions can delete a task, workgroup, document, or note that doesn't belong to them.

     

  • Task Management

    • Administer Tasks: Edit and delete all system tasks, assign users and parcels, and add and remove notes.

      Note: All users can create tasks, regardless of their permissions.

  • Workgroup Management

    • Administer Workgroups: Create, edit, inactivate, and delete workgroups; assign workgroup users and parcels; and add and remove workgroup documentation and notes.

  • Parcel Management

    • View Parcels: View parcel data and history.

    • Add Parcels: Create new parcel records.

    • Edit Parcels: Edit parcel data and change parcel status.

    • Edit Parcel Splits: Perform and edit parcel splits.

    • Edit Parcel Combines: Perform and edit parcel combines.

    • Edit Transfers: Perform and edit parcel transfer details.

    • Edit Assessments: Generate new assessment years, manage unsubmitted versions, edit assessment details, refresh Owner of Record data, and manage districts/areas.

    • Delete Assessments: Delete versions of a tax assessment year.

    • Edit Assessment Appraisal: Create and manage manual appraisals, recalculate CAP/ATI exemptions, and change class codes.

    • Edit Assessment Appraisal Class Codes: Edit class codes for assessment appraisals.

    • Edit Processed Assessments: Edit parcel assessments after they've been submitted and submit modified assessments to the auditor.

  • Appraisal Management

    • Edit Appraisals: Create and edit appraisals.

    • Override Appraisal Costs: Override costs on Appraisal records.

  • Owner Management

    • Edit Owners: Create and edit Owner details.

  • Reports

    • Run Reports: Create and run reports.

  • Process Management

    • View Processes: View Processes and details.

    • Tax Roll Export Validations: Run the tax roll export validations process.

    • Annual Tax Roll Export: Generate the Tax Roll Export.

    • Print Assessment Notices: Generate and print assessment notices.

    • Create New Year Assessments: Generate new year assessments.

    • Create Reassessment Appraisals: Create bulk reassessment appraisals.

    • Recalculate Reassessment Appraisals: Recalculate reassessment appraisals in bulk.

    • Owner & Address Change Export: Export name and address changes made since the last Tax Roll Export or Tax Year Revision.

    • Parcel Export: Generate parcel exports.

    • Print Use Forms: Generate and print use forms.

    • Homestead Import: Run the Import Homestead process.

    • Mortgage Import: Run the Import Mortgages process.

    • Sales Ratio Study Export: Generate the Sales Ratio Study Export.

    • Post Reassessment Appraisal Validations: Run the Post Reassessment Appraisal Validations process.

    • Post Reassessment Appraisals: Run the Post Reassessment Appraisals process.

    • Implement Reassessment Appraisal Validations: Run the Implement Reassessment Appraisal Validations process.

    • Implement Reassessment Appraisals: Run the Implement Reassessment Appraisals process.

    • Apply Taxable Value Modifiers: Run the Apply Taxable Value Modifiers process.

  • Settings Management

    • View Settings: View Settings details.

    • Edit Office: Edit the Office Name, Officer, Address, Phone, Fax, and Home Page.

    • Edit CAMA Configuration: Edit CAMA configuration details.

    • Edit Parcel Identifiers: Create and edit Parcel Identifiers.

    • Edit Appraisal Settings: Create and edit Appraisal details.

    • Edit Class Codes: Create and edit Class Code details.

    • Edit Control Codes: Create and edit Control Code details.

    • Edit Districts/Areas: Create and edit Districts/Areas.

    • Edit Fees: Create and edit Fees.

    • Edit Import Configurations: Create and edit Import Configurations.

    • Edit URL Configurations: Edit URL Configurations.

  • All Activity

    • View All Activity: View all system activity on the Activity page.

  • Document Management

    • View Red Flag Data: View any documents or data marked as Red Flagged.

    • Note Administrator: Create, edit, and delete notes, regardless of who created the note.

    • Document Administrator: Scan, upload, and delete documents and images, regardless of who uploaded them.

  • User Management

    • Edit User Roles: Assign CAMA roles to users.

  • Role Management

    • View Roles: View CAMA roles and their assigned users and permissions.

    • Edit Roles: Create and edit CAMA roles and permissions.

  • User Management

    • View Users: View user profiles, applications, and history.

    • Edit Department Users: Create and edit only users in your department.

    • Edit All Users: Create and edit users in all departments, unlock user accounts, and reset passwords.

    • Edit Users Roles: Create, assign, and edit user roles.

  • Settings - My Organization

    • View My Organization: View organization information on the Settings page.

    • Edit My Organization: Edit organization information on the Settings page.

  • Role Management

    • View Roles: View System Administration roles and assigned users.

    • Edit Roles: Create and edit System Administration roles and permissions.

  • Holiday Calendar Management

    • View Holiday Calendar: View all Holiday Calendars.

    • Edit Holiday Calendar: Create new Holiday Calendars and edit existing ones.

  • Control Code Management

    • View Control Codes: View Control Codes.

    • Edit Control Codes: Create and edit Control Codes.

  • All Activity

    • View All Activity: View all system activity on the Activity page.