Docs/Project Admin/Permit Types

Permit Types

Prerequisites

Project admin role

User Flows Covered

Managing permit types

Permit Types

Permit types are templates that define what information to collect and how permits flow through your approval process.

How to Reach Permit Types

Log in as a project admin
Enter your project
Click "Permit Types" in the sidebar

Understanding Permit Types

A permit type consists of:

Basic Info: Name, icon, color
Questions: Fields users fill out
Workflow: Statuses and approval flow
Permissions: Who can do what
PDF Template: Export layout

Permit Type Topics

Creating Permit Types

Set up a new permit type from scratch or use AI.

Managing Permit Types

The permit types list shows all types in your project:

Click a permit type to edit it
Use the menu (•••) for more options
Drag to reorder how they appear

Screenshot needed

Permit types list with icons and status indicators

Manage your project's permit types

Role Configuration Creating Permit Types