Key Concepts

A Project is the top-level container in EC-Permit. It typically represents a physical site, construction project, or organizational unit where permits are managed.

A Form Type is a template that defines what information a form collects and how it flows through approvals. Examples include "Hot Work Permit", "Confined Space Entry", or "Daily Safety Checklist".

When users create a form, they're creating an instance of a form type. The form type determines what they can fill in and what happens next.

A Workflow defines the lifecycle of a form—from creation to completion. It's built from statuses and actions that move forms between statuses.

Statuses

Statuses represent the current state of a form. Common examples:

Actions

Actions move a form from one status to another. Each action can:

• Require specific permissions to perform
• Require a comment before completing
• Send notifications to relevant users
• Update form data or timestamps

Roles define what users can do within a project. Each role has a set of permissions that control access to features and actions.

Built-in Roles

• Admin: Full access to project configuration, users, and forms
• Manager: Can approve forms and view reports
• User: Can create and submit forms
• Viewer: Read-only access to forms

Custom Roles

Project admins can create custom roles with specific permission combinations. For example, a "Safety Officer" role that can approve safety permits but not modify form types.

Users are added to projects through invitations. When you invite someone, you specify:

• Their email address
• The role they'll have in the project

The invited user receives an email with a link to accept the invitation. If they don't have an EC-Permit account, they'll be prompted to create one.

EC-Permit offers a free tier with essential features. VIP subscriptionsunlock advanced capabilities: