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Creating and Managing Permits

Manage all your organization's permits and licenses in one place. Track expiration dates, add notes, and renew permits when needed.

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Only administrators can manage permits.

Accessing the Permits Page​

Navigate to Permits in the sidebar, or go to /permits.

Creating a Permit​

  1. Click Add Permit or navigate to /permits/new.
  2. Fill in the fields:
    • Name — A descriptive name (e.g., "Business License 2026", "Vehicle Insurance").
    • Expiration Date — The date the permit expires.
    • Reminder Days Before — How many days before expiry you want to receive a reminder alert.
  3. Optionally add:
    • Description — Additional details about the permit.
    • Notes — Internal notes for your team.
  4. Click Save.

Editing a Permit​

  1. Find the permit in the list on the permits page.
  2. Click the permit or the edit button.
  3. Update the fields as needed.
  4. Click Save.

Renewing a Permit​

When a permit is renewed:

  1. Find the permit in the list.
  2. Click Renew.
  3. Enter the new expiration date.
  4. Click Confirm.

Renewing a permit:

  • Updates the expiration date to the new value.
  • Resets the reminder so you'll be notified again before the new expiration date.
  • Sets the status to Active.

Deleting a Permit​

  1. Find the permit in the list.
  2. Click the delete button.
  3. Confirm the deletion in the dialog.
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Deleting a permit is permanent and cannot be undone.

Permit List Features​

The permits page shows all your permits with:

  • Status badges — Quickly see which permits are Active, Expiring Soon, or Expired.
  • Sort by expiration date — Permits closest to expiry appear first.

See also​

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