Administrator Guide
Consultant Quicksheet
Access to RfR Dashboard
The Request for Reconsideration (RfR) Dashboard gives the user access to the following: Assessment at risk information, including: a status by tax year of all Requests for Reconsideration RFR by Phase-In Year for your Municipality A quick glance at ...
Access to Tax Application Role
The Tax Application permission can be assigned to My Work users who are required to submit tax applications under section 357 of the Municipal Act. Please contact your local administrator if you require access to this functionality. Local ...
Access to Municipal Enquiry Role
The Municipal Enquiry role can allows users to submit and view municipal enquiries in My Work. Please contact your local administrator to provide you with access to this functionality. Local Administrators: to add this functionality, visit the admin ...
Access to Vacancy Application Role
The Vacancy Application role allows users to submit and view vacant unit rebate applications in My Work. Please contact your local administrator if you require access to this functionality. Local Administrators: to grant access to vacancy ...
Access to Parcelization Role
The Parcelization role allows users to view and download severance and consolidation information in My Work. Please contact your local administrator to gain access to this functionality. Local Administrators: to grant access to parcelization, please ...
Access to Building Permit Role
The Building Permit role can be assigned to users who need to view or add building permits and plans in the My Work section of Municipal Connect. This is with respect to architectural drawings and building plans as requested by property inspectors. ...
Access to People Portal Roles
The People Portal allows users to search for property and people information. Users can be provided with one of two levels of access: Standard Access: user can access the Household Count Report and can perform searches using property based data ...
Access to SLA Role
SLA is an overarching category that provides access to a municipality's Service Level Agreement (SLA) results. Local Administrators: to grant access to the SLA category, please log into your admin portal, find the user's account, select the SLA ...
Access to MConnect Roles
The MConnect Role is an overarching section with a toggle button that provides access to the following Categories: Appeals Dashboard Personal Information RFR Dashboard Dashboard Analytics Property Search Local Administrators: can assign this ...
Access to My Work Roles
My Work is an overarching category with a toggle button that provides access to the following categories: Building Permit Parcelization Vacancy Application Mun Enquiry Tax Application Local Administrators: if a user requires access to any/all of the ...
Access to Appeals Dashboard Role
The Appeal Dashboard gives the user access to the Appeals tab on the left hand panel, which includes: Overview Number of Properties Under Appeal vs Total Number of Appeals Top 10 Properties Under Appeal Table Appeals By Roll Number Appeals (detailed ...
Access to Local Admin Role
The Local Admin role is for access to the administrative tools of Municipal Connect and is usually assigned to only one person at a municipality. Local administrators are responsible for adding and deleting users, trouble shooting access, and also ...
Access to Personal Information Role
The Personal Information Role can be assigned to any user requiring access to the following categories: Owner Name Mailing Address Transferor Name Tenant Name (Located on Property Reports) To further protect personal information, this feature can be ...
How to Search User Profiles in the Admin Portal
Basic Search To view all user profiles within your municipality, click on the drop-down arrow beside your name in the upper right-hand corner of the Municipal Connect tool bar. Select Admin. This will bring you to the Admin page where you will see a ...
Resetting A Password
Passwords can be reset in one of four ways: 1. Choose the "Forgot Password?" link on the Municipal Connect login window. Once you click on the "Forgot Password?" link you will be re-directed to a new page to enter your email address. (Every User) ...
Assigning Profile Permissions
Depending on their needs, a user can be granted access to between 1 and 25 roles in Municipal Connect. This includes granting or restricting access to certain products, or sections of each portal. To add access to products, you will first need to ...
Managing One-to-Many Profiles
Please contact your local Account Manager or local Account Support Coordinator for more information regarding one-to-many profiles.
Editing a Profile
To edit any of the information for an existing profile you must have Admin Portal access (which means you are the local municipal administrator) and follow these steps: Go to your Admin Portal by clicking on the down arrow by your name: Search for ...
Deleting a Profile
Search for the subject profile and carefully review to ensure that this is the intended profile to delete. Click on user. There will be an option to edit or delete. Choose the Delete button. A dialogue box will appear. To confirm the deletion ...
Creating a New Profile
Select Create User Fill out Contact Card Select Permissions Choose Submit to complete the profile.
Cloning a Municipal Connect Profile
Municipal Connect no longer allows profiles to be cloned. This is an enhanced security feature designed to protect your municipality's information. The more modern interface makes creating profiles quicker and easier.
Canceling A Profile Before it is Saved
Choose Cancel to abort the creation of the profile.
Accessing Municipal Connect Administrator Portal
Select the drop-down arrow beside your name in the upper right-hand corner of the tool bar. From here select 'Admin' to access the Administrator portal.