If you're the first person from your organization using CityGrows, you are automatically provided with Administrative (Admin) access on any process template you set up. If you set up the template, you're the "Owner" as well as an Admin. Any Owner or Admin has access to a process is able to edit that process. Editing includes:
- Adding or removing steps
- Changing the fields in Collect Information steps
- Adding process reviewers or additional admins.
You can be an Admin on some processes, and a Reviewer on others - your status is visible in the Permission settings of each Process Template. You'll probably want to have at least 2 people with Admin access to each Template that you set up, just as a backup in case one person is not available.
To add a new admin, open the Permissions section at the top of the screen visible when you're in "Edit" mode for a template.
You can search for someone to add as an Admin by typing their name. If they're in the system already, just select their name.
If they're not already in the system, you can add their email address and send them an invite. They'll be invited to create a CityGrows account and then added as an admin to the Template once they do.
Once you add someone as an admin, you can select whether you want them to just "use" the process (for example, advance the process and fill in collect info steps for team member) or whether they can "edit the template." Editors have the ability to add or remove steps, fields, and change logic - basically full control of the workflow template, so share that access carefully. If you ever want to remove an admin, you access this same section of the Template Editor and select "Remove User."
Unlike many other software companies, CityGrows doesn't put any limit on the number of admin users a government can have in our system. We want to encourage more people in your organization to use technology, not fewer!
Ready to get started bringing your processes, forms, and permits online as a CityGrows admin? Our "How CItyGrows Works" page is a great place to start.