Setting Up Contact Types

A contact type describes the role or position of a contact person for an application. The contact type that you assign to a contact determines whether the contact has access to the application. You set up contact types on the Contact Type page. The only delivered contact type is Applicant.

Contact types are used only for application contacts, not for profile contacts.

Application Access for Contacts

When you set up contact types, you choose whether contacts have application access. For example, you might enable access for business owners, contractors, and homeowners, but not for organizations.

Note: The Applicant contact type is delivered with application access and can't be modified. When an applicant submits an application, they are automatically assigned the Applicant contact type.

The permit or planning application is also listed in the contact’s own list of applications. For a given permit or planning application, if a contact’s type allows access and the contact email matches the account email for a registered user, then that registered user can access the permit or planning application after the application is submitted. To access the application, the contact searches for it using the search field in the global banner.

With permit or planning application access, the contact can do the following:

• View complete applicant information, including information that is hidden from the general public.

• View plan review data.

• Add and update contractors, including activating or inactivating a contractor on a permit or planning application.

• View comments, including permit, plan review, inspection, and workflow comments on the contact's own applications.

• View contacts and attachments on the contact's own applications.

• Add and update contacts, comments, and attachments on the contact's own applications until the permit or planning application is closed.

• Delete comments and attachments that the contact added.

• View inspections and inspection checklists.

• View fee information.

• Make payments related to the permit or planning application.

• View communications that are visible to the applicant. However, only applicants can access web forms and web form attachments.

• Schedule inspections.

• Print the permit, and print payment receipts.

Contacts can also add or delete links to related transactions on the permits or planning applications they manage. You grant registered public user access for managing links to related transactions in the agency setup. For more information, see Setting Up Agencies.

Note: Before contacts can manage attachments, comments, and contacts, your agency must add the PSC Contact User duty role (ORA_PSC_CONTACT_USER_DUTY) to the PSC Custom Registered Public User role (CUSTOM_PSC_REGISTERED_PUBLIC_USER) and enable permit or planning application access for the contact type.

Adding a Contact Type

1. Select Common Setup > Contact Type.

2. On the Contact Type page, click Add.

3. On the Contact Type Detail page, enter values for the following fields:

   Page Element	Description
   Contact Type Code	Enter the contact type code.
   Contact Type	Enter the type of contact, such as Business Owner, Individual, or Emergency Contact.
   Allow Application Access	Indicates whether permit or planning application contacts with this contact type are granted access to the application. The Applicant contact type will always have access to the application. To access the permit or planning application, the contact must be a registered user, and the contact email must match the account email.
   Description	Enter a description of the contact type.

4. Verify that the Enabled switch is turned on.

   The switch is on by default for a new contact type.

5. Click Save.

Modifying a Contact Type

1. Select Common Setup > Contact Type.

2. Click a row on the Contact Type page.

3. Make the desired changes on the Contact Type Detail page.

   Note: You can't modify the Applicant contact type.

4. Click Save.

Deleting Contact Types

1. Select Common Setup > Contact Type.

2. To view a definition before deleting it, click the row to be deleted, then click the Delete button on the Contact Type Details page.

   Note: You can't delete the Applicant contact type.

3. To delete one or more definitions without viewing details:

   1. Click Edit.

   2. Select the check boxes next to the definitions that you want to delete.

   3. Click Delete.

      You will be prompted to confirm the permanent deletion.