Citizen Permit Portal Tutorial

PERMIT PORTAL REGISTRATION AND LOGIN
MANAGING YOUR CITIZEN PORTAL ACCOUNT
CITIZEN PORTAL PUBLIC VIEW
CITIZEN PORTAL PERMITTING
Submitting a Permit Application
Managing Your Permit Application
Paying Permit Fees Online
Requesting and Managing Permit Inspections

DOWNLOAD CITIZEN PERMIT PORTAL MANUAL


PERMIT PORTAL REGISTRATION AND LOGIN



Certain features of the Permit Portal require logging into an account to access them, such as submitting a permit application, scheduling inspections or paying fees online. If you do not have an account, you must go through the registration process first.

How to Register for the Permit Portal

  • Go to the Permit Portal link associated with the Planning & Development office. Bookmark this page or create a shortcut on your desktop to make it easy to come back to later.
  • In the top right corner of the page, click Sign Up. This will open the three step account registration wizard.
  • Account
  • Enter your Email Address. *Note: This email address must be valid. Once registration is completed, a verification email will be sent to the address provided.
  • Enter a Password of at least 8 characters and then enter the same password in the Confirm Password field. 
  • Enter an Access Code, if applicable, to associate the new portal account with any permits you have already applied for. *Note: If you do not have an access code, skip this step or contact the Planning & Development office for more information. 
  • Click Next.

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Contact

  • Enter any applicable contact information, such as Business / Full Name, Address, and Phone #. *Note: Required fields are indicated with an asterisk (*).
  • Once all necessary fields have been completed, click Next.

 
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Review

  • Verify that all information you have provided is correct. 
  • If changes need to be made, click Edit next to that section of the account application. This will bring you back to the step that you want to edit and will walk you through the rest of the wizard again.
  • Click Terms and Conditions to view the terms of use provided by the Planning & Development office in a new tab.
  • Once you have reviewed the terms and conditions, check the box at the bottom of the page to agree to these terms.
  • Click Create my Account once all information has been reviewed and changes have been made. *Note: This will trigger the verification email to be sent to the email address you have provided. If you do not receive an email shortly after creating your account, please check your spam or junk folders. You must verify your registration before logging into the portal.
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How to Log In to the Permit Portal

  • Go to the Permit Portal link associated with the Planning & Development office. Bookmark this page or create a shortcut on your desktop to make it easy to come back to this page later.
  • In the top right corner of the page, click Log In. *Note: If you have not yet registered for an account, you will need to register before continuing.
  • Enter your email address and password into the available fields and click Log In.

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 How to Reset your Password

  • In the top right corner of the page, click Log In. 
  • Click the Forgot your password? link.
  • Enter your email address and click Submit. A window will display informing you that an email has been sent with instructions to reset your password.
  • From the email, click the Reset Password button.
  • In the window that displays, enter and re-enter your new password.
  • Click Change Password.

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MANAGING YOUR PERMIT PORTAL ACCOUNT


Once your account has been set up and you are logged into the Permit Portal, your account information can be managed from the My Account link in the top right corner of the page. You have access to edit your contact information, view payment history, manage email notifications, and enter your access code.
 

  • Click the Business or Full Name from the top right corner.
  • Click My Account.

Managing Email Addresses

  • Click Edit in the Email section.

Add Another Email

  • Click Add another email.
  • Enter the New email address.
  • Enter your current Password.
  • Click Save to finalize the changes. *Note: This will trigger the verification email to be sent to the email address you have provided. If you do not receive an email shortly after clicking Save, please check your spam/junk folder.
  • Once you receive the verification email, you must click the Verify button to associate this email address to your account. 

Set a Primary Email 
While multiple email addresses can be associated with an account, only the primary email address will receive email notifications.

  • Select the Primary Email in the Manage Email Addresses section.
  • Enter your current Password.
  • Click Save to finalize the changes. 

Remove an Email 

  • Click Remove next to the appropriate email address. *Note: You are not able to remove the email address listed as the Primary Email.
  • A confirmation will display notifying you that the email has been deleted.


MANAGING YOUR CITIZEN PORTAL ACCOUNT



When your account is created, you are subscribed to all email notifications by default. However, you can unsubscribe from any notifications that you do not need to receive. *Note: Email notifications defined in this section will be sent to your primary email address.
 

  • Click Manage Email Notifications.
  • The box next to Receive Email Notifications can be unchecked to disable all email notifications for your Permit Portal account. 
  • You can click Select All to activate all email notifications or Clear All to deactivate all email notifications. You can do this for both the Permitting and Licenses sections. *Note: Your account may not display some sections depending on the configuration setup by the jurisdiction.
  • To unsubscribe from individual notifications, uncheck the box next to each email notification you do not need to receive.
  • Click Save once you have made all necessary changes.

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Managing your Password

  • Click Edit in the Password section. 
  • Enter your Current Password.
  • Enter your New Password and then Re-Type New Password.
  • Click Save.

Managing your Contact Information

  • Click Edit in the Contact section. 
  • Update any contact information as necessary.
  • Click Save.

Viewing your Payment History

  • Click the Payment History link.
  • On this page, you will see all payments associated with your account. *Note: This page will show all payments made using the Permit Portal as well as any payments made in the jurisdiction office.
  • Click the receipt number to view the receipt associated with that payment. 

Entering your Access Code

  • Click the Access Code link.
  • Enter the Access Code to associate your account with any applications you have already applied for or need access to. *Note: If you do not have an access code, contact the jurisdiction for more information.
  • Click Submit.




CITIZEN PORTAL PUBLIC VIEW



Certain areas of the Permit Portal do not require logging into an account to access them, such as Public Notices or searching for a Parcel. *Note: The information available may be limited depending on the configuration set up by the Planning & Development office.

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Public Notices

You have the ability to view general public announcements provided by the jurisdiction for specific permits. *Note: This feature may not be available on the Permit Portal depending on the configuration set up by the Planning & Development office.

  • Click Go on the Public Notices section.
  • You must Accept the disclaimer provided by the jurisdiction before you can proceed.
  • You will see all public notices. Click the permit application number to view information about that permit.
  • Under the Public Notice section, you may be able to download documents by clicking on the available link.

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Parcel Search

Use the Parcel Search option to find and review parcel information. *Note: This feature may not be available on the Permit Portal depending on the configuration set up by the Planning & Development office.

  • Click Go on the Parcel Search section.
  • Begin entering a Parcel Number, Address, or Owner Name into the search bar at the top of the page and select the appropriate parcel from the list that displays.
  • You will see the basic details of the parcel on this page. Additional detailed information such as assessed value or applications may be included depending on the configuration set up by the Planning & Development office.

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Other Services
The Other Services panel is displayed at the bottom of the page and always contains the Reports and Documents sections.

Reports

  • Click the Reports option. 
  • Select the report you would like to run. *Note: The list of reports available to you is defined by the Planning & Development office.
  • If applicable, fill in any required fields and click Run Report.
Documents

  • Click the Documents option.
  • Select the document link to download the file.



CITIZEN PORTAL PERMITTING



Table of Contents

  • Submitting a Permit Application 
  • Managing Your Permit Application 
  • Paying Fees Online 
  • Inspections 

Submitting a Permit Application

Permit applications can be submitted and viewed through the Permit Portal. You must be logged in to the Permit Portal to submit a permit application. *Note: This feature may not be available depending on the configuration set up by the Planning & Development office.

Defining the Permit Application
You will need to define the category and application type prior to filling out the Permit Application Wizard. This will determine the steps that display throughout the application process. 


  • Click Go on the Applications section from the home page.
  • Click Apply on the Apply Online section. 
  • If you are a homeowner applying for this permit, check the box beside I'm the homeowner for this application.
  • Select the appropriate permit Category under Step 1, such as Building Department. *Note: The categories available will match the different departments defined by the Planning & Development office.
  • Select the appropriate permit type from the Application drop-down menu under Step 2. *Note: The applications available will match the different permit types defined by the Planning & Development office.
  • Click Next to proceed to the Permit Application Wizard.

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Completing the Permit Application Wizard
The steps available in the Permit Application Wizard will be determined based on the application selected in Step 2 above. *Note: Required fields throughout the wizard will be indicated with an asterisk (*).

 Type

  • If you checked the box next to I'm the homeowner for this permit when defining the permit application, the box will also be checked on this step.
  • The Permit Type will auto-populate based on the previous selection, but can be edited if necessary.
  • Enter a Project Name, if needed. The jurisdiction will see this project name when they view the permit.
  • Describe the Purpose of the Permit so that the jurisdiction will understand why it is needed. 
  • A homeowner acknowledgement may display on this page. Check the box next to I Agree to Proceed as the Homeowner if you are a homeowner applying for this permit and agree to the homeowner acknowledgement.
  • Click Next. 

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Location
The Site Location for the permit can be defined by either an address or a parcel number, if available.

Defining Location by Address

  • Begin entering the Address for this permit and select the correct address from the filtered list. *Note: If the address is not listed, you will not be able to request a permit for this address, but you can still search by Parcel Number, if known. Parcel numbers can usually be provided by the Planning & Development office.
  • Click Next.

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Defining Location by Parcel Number

  • Click Enter a Parcel # at the bottom of the application.
  • Begin entering the Parcel Number and select the appropriate parcel for this permit. *Note: If the parcel is not listed, you will not be able to request a permit for this parcel number. Please contact the Planning & Development office if your address or parcel does not exist.
  • Click Next.

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Contacts
The Contacts step will automatically list you as a contact on the application as the Applicant. If a parcel has been selected, the Owner will be listed as a contact as well. You have the option to associate more contacts to this permit application, if necessary.

  • Begin typing and select the appropriate Contact from the list that displays. 
  • Select the Role in the drop-down menu. 
  • Click Add.
  • Repeat this process to add any additional contacts.
  • Click Next.

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Contractor
If you are a contractor or need to list a contractor for this permit, you may do so on the Contractor step. 

  • Begin entering the Name (License # is not needed in the Montrose County Citizen Permit Portal) for the contractor and select the appropriate option.
  • Click Add.
  • Repeat this process to add any additional contractors.
  • Click Next.

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Details
The Details step lists attributes that may relate to your permit application and valuations that may need to be associated with your application. Any field marked with an asterisk (*) is required. *Note: The options that display on the Details step depend on the permit type you have selected. These options may not display on your specific application.

  • Enter any details that apply to this permit application.
  • Enter the Quantity of any fixture you need to include on the application.
  • If applicable, select a Valuation Type from the drop-down menu and enter its associated Quantity.
    • o Click Add. 
    • Repeat this process to add any additional Valuations. 
  • Click Next.

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Review

  • Verify that all information provided for this permit application is correct. 
  • If changes need to be made, click Edit next to that section of the permit application. This will bring you back to the step that you want to edit and will walk you through the rest of the wizard again.
  • Click Save and Continue once all information has been verified and changes have been made.
    • o A confirmation window will display across the top of the screen listing the current status of your permit. 
    • o The page you are directed to is your permit application. There may be additional documents, site plans, or information needed to further process your application. Take a thorough look through your application to ensure the jurisdiction has all documentation and information needed to process your application. 

 
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Managing Your Permit Application



Once you have submitted your initial permit application, the Planning & Development office may need further information in order to process and issue your permit. You must be logged in to the Permit Portal to manage your permit application. You will receive email notifications throughout the application process depending on the email notifications you are set up to receive. *Note: The permitting feature may not be available depending on the configuration set up by the Planning & Development office.

Accessing the Permit

  • Click Go on the Applications section from the home page.
  • Click View on the My Applications section. This will display a list of all applications you have submitted.
  • Navigate to the Permits section and locate the permit you need to view.
  • Click the Permit Number in the # column. 

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Managing the Permit
The sections that display on a permit depend on the permit type. The options below may not display on the permit you are viewing. 

The Approval Steps section lists the steps required prior to issuing your permit. You can see the current status of each step as well as the date the step moved to that status.
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The Conditions section lists any conditions that may need to be verified prior to issuing your permit. The current status of the verification will display next to each condition.
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The Contacts section lists any contact associated with your permit application as well as the contact's role.
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The Contractors section lists any contractor associated with your permit.

Contractors 22
 
The Fees section lists any fees associated with your permit application. You will see each fee, the amount charged, amount paid, remaining balance, and the amount that is currently due. As your permit application is processed, other fees may be added to your permit or existing fee amounts may be updated. 

  • Click Pay Online to pay your fees online. 
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The Inspections section lists any inspections associated with your permit application. You may have the option to click Request and schedule the inspection. If the inspection has been completed, you can click the documents icon (doc icon) to view the results.

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The Notes section lists any notes associated with your permit application. Each note will include the note text and the date the note was created. If you are able to issue your permit on the portal, a copy of your permit report will be available in the notes section. This will allow you to print a copy of your permit.

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The Required Permits section lists any permits that are required in order for the current permit to be issued or closed. 

  • If you do not have one of the required permits, click the Apply button to begin the application process for the required permit.

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The Parcels section lists the parcels associated with the permit application. You can click the Parcel number to view information related to the parcel.

Parcels 27
 
The Public Notice section lists any public notices that have been published for this permit application. You can click the public notice title to view it in your web browser.

Public Notice 28
 
The Structures section lists the structures that are associated with the permit application. You can also see the use, occupancy type, and square footage of the different structures listed.

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The Submittals section lists any submittals needed for your permit application. You can see if the submittal is required, if it has been received, the version number, status of the submittal, and how many files have been submitted.

  • Upload submittals by clicking on _ Files next to the appropriate submittal item.
  • Click the Upload button and choose the file from your computer.
  • Add Comments if necessary and click Upload.
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The Valuations section lists any valuation associated with your permit application. You can view the quantity of each valuation, as well as the rate and total value.

Valuations 31


Paying Permit Fees Online



The Permit Portal gives you the ability to pay for any fees associated with your applications. You will need to be logged in to the Permit Portal to pay fees online. 

Making a Payment
From the Pay Online Section

  • Click the Go button on the Applications section from the home page.
  • The Pay Online section will show the total amount due for all of your applications requiring fees. 

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  • Click the Pay button on the Pay Online section.
  • A list of your applications requiring fees will be shown on this page. Click the Add button to add one or more application fees to the Cart. *Note: You will see a summary of all fees in your cart on the right side of the page.
  • Once you have added the application fees you would like to pay for to the Cart, click the Proceed to Checkout button.

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  • Review your invoice and any terms and conditions, if provided. 
    • o If you need to make edits to the invoice, click the Edit Invoice link.
  • When you are ready to make a payment, click the Proceed to Payment button.
  • You will be redirected to a third-party vendor to complete your payment. *Note: Please follow all instructions provided by the third-party vendor to submit your payment. This may include clicking a "Finish" or "Complete" button depending on the third-party vendor. If you have questions about the payment process, please contact the jurisdiction.
  • Once you finish making your payment, you will be redirected back to the Permit Portal and see confirmation details for the transaction.

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From the Application

  • Click the Go button on the Applications section.
  • Click View on the My Applications section. 
  • There are two ways to make a payment:
    • o Click the Pay Online button in the details box at the top of the permit.

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 Or click the Pay Online button in the Fees section of the permit.
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  • A list of your applications requiring fees will be shown on this page. Click the Add button to add one or more application fees to the Cart. *Note: You will see a summary of all fees in your cart on the right side of the page. 
  • Once you have added the application fees you would like to pay for to the Cart, click the Proceed to Checkout button.

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  • Review your invoice and the terms and conditions, if provided. 
    • o If you need to make edits to the invoice, click the Edit Invoice link.
  • When you are ready to make a payment, click the Proceed to Payment button.
  • You will be redirected to a third-party vendor to complete your payment. *Note: Please follow all instructions provided by the third-party vendor to submit your payment. This may include clicking a "Finish" or "Complete" button depending on the third-party vendor. If you have questions about the payment process, please contact the jurisdiction.
  • Once you finish making your payment, you will be redirected back to the Permit Portal and see confirmation details for the transaction.

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Viewing your Payment History
Click the Business or Full Name from the top right corner.

  • Click My Account.
  • Click the Payment History link.
  • On this page, you will see all payments associated with your account. *Note: This page will show all payments made using the Permit Portal as well as any payments made in the jurisdiction office.
  • Click the receipt number to view the receipt associated with that payment.

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Requesting and Managing Permit Inspections




You can request to schedule any inspections needed for your permit directly from your Permit Portal account. You may also have the ability to cancel your inspection or view the inspection schedule details. *Note: The options available may be limited depending on the configuration set up by the Planning & Development office.

Requesting an Inspection
You can request an inspection from several different areas in the Permit Portal. You must be logged in to request an inspection.

 From the My Inspections Section
 

  • Click Go on the Applications section from the home page.
  • Click Request from the My Inspections section. 

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  • Select the Application that requires an inspection from the drop-down menu.
  • Select the correct Inspection Type from the drop-down menu.


  • Click the calendar icon (calendar) and select the desired date for this inspection. *Note: Any date on the calendar that is shaded cannot be selected.
  • Choose a Time Slot from the drop-down menu.
  • Enter any additional Comments if necessary. This may include a contact phone number, scheduling needs, or any information that may be beneficial to the inspector prior to arrival. 
  • Click the Request Inspection button. Your inspection request will be submitted to the jurisdiction for approval.

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 From the Inspection Schedule Section 

  • Click Go on the Applications section from the home page.
  • Click the Inspection Schedule button in the Other Services section.
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  • Click the Request Inspection button.
  • Select the Application that requires an inspection from the drop-down menu.
  • Select the correct Inspection Type from the drop-down menu.
  • Click the calendar icon (calendar) and select the desired date for this inspection. *Note: Any date on the calendar that is shaded cannot be selected.
  • Choose a Time Slot from the drop-down menu.
  • Enter any additional Comments if necessary. This may include a contact phone number, scheduling needs, or any information that may be beneficial to the inspector prior to arrival. 
  • Click the Request Inspection button. Your inspection request will be submitted to the Planning & Development office for approval.

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From the Permit Application 

  • Click Go on the Applications section from the home page.
  • Click View on the My Applications section. 
  • Select the permit application number that requires an inspection.
  • There are two ways to request an inspection:
    • Click the Request button in the details box at the top of the permit.

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Or click the Request button next to the inspection you would like to request in the Inspections section of the permit.

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  • Confirm that the correct Inspection Type is selected from the drop-down menu. 
  • Click the calendar icon (calendar) and select the desired date for this inspection. *Note: Any date on the calendar that is shaded cannot be selected. 
  • Choose a Time Slot from the drop-down menu. 
  • Enter any additional Comments if necessary. This may include a contact phone number, scheduling needs, or any information that may be beneficial to the inspector prior to arrival. 
  • Click the Request Inspection button. Your inspection request will be submitted to the Planning & Development office for approval.

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Viewing and Canceling your Inspections

You can easily view your scheduled and requested inspections and cancel them if needed. *Note: The options available may be limited depending on the configuration set up by the Planning & Development office.

  • Click Go on the Applications section.
  • At the top of the My Inspections section, you can see how many upcoming inspections you have scheduled. Click the _ Inspections link to view the list of your upcoming inspections.

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  • On this page, you can see the date and time of your scheduled and requested inspections as well as the assigned inspectors. You may also be able to cancel your inspection from this page.
  • If you need to cancel this inspection, click the Cancel link. You must enter a Comment and then click Cancel Inspection.

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Viewing Inspection Results

  • Click Go on the Applications section.
  • Click View on the My Applications section.
  • Select the appropriate permit application number.
  • Scroll down to the Inspections section. The Status column will show the results of the inspection.
  • To see the details of the inspection, click the document icon (doc icon) to open the Inspection Results report. 
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