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Associating a Public User

By default, the PublicUser who submitted the online application can always view electronic plans on the record.  To allow other PublicUsers to view the electronic plans, a Reference Contact can be added to both the PublicUser account and Record to link them together.  See attached document for step by step instructions with screenshots.

Link_PublicUser_to_Record_to_View_Electronic_Plans.pdf

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  1. Jennifer Ross

  2. Posted 2 years ago
  3. Updated 2 months ago

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