Request access to a project

Modified on Thu, 8 Oct at 1:47 PM

TrackingHOW-TO
Applicant · Contractor · Design-Professional

If a project was started by someone else — a previous contractor, the property owner, a colleague — you can ask to be added rather than starting again.

On this page
  • Steps
  • The quicker route
  • What happens next
  • Taking over from someone else
  • If something goes wrong

A project page

A project page. The status and stage are under the description, and the left menu holds documents, review cycles, permits and inspections. Example from a GeoCivix demo portal. Names are hidden, and your local portal may look a little different.

Before you start
  • A portal account. See Create your account.
  • The project or permit number if you have it, or the property address.
01
Steps
1
Sign in at your portal.
2
Open the project, from a link someone sent you or from Public Projects.
3
If you do not have access yet, you will see Insufficient Permissions. Select Request Permission.

Requesting permission to view a project

If you open a project you do not have access to, select Request Permission to ask the owner.

4
If you are asked, say who you are and your role on the project.
5
Submit the request.
02
The quicker route

If you can reach whoever holds the project, ask them to invite you. Invites are usually immediate; requests have to be reviewed first. See Invite someone to your project.

Request access when you can't reach them — a contractor who's moved on, an owner who's sold, a colleague who's left.

03
What happens next

Your request is reviewed before access is granted. Permits carry personal and property information, so it isn't automatic. Who reviews it depends on how the office handling your application has set the portal up: it may go to their staff, to whoever already holds the project, or to both. Some offices don't offer requests at all — if you can't find the option, that's why, and you'll need to call.

The reviewer may check your connection to the project first.

Have ready, if asked: your relationship to the property or work, a contract or work order, and your license details if you're a contractor.

04
Taking over from someone else

If you're replacing a previous contractor or professional, access is only part of it. The permit's contact records may also need updating, and that's usually something the office handling your application does rather than you.

Say so when you request access — "I'm taking over as contractor from X" — so both get handled together rather than in two rounds.

05
If something goes wrong
ProblemWhat to do
You can't find the projectTry the permit number rather than the address, and check the address format. If it still doesn't appear, contact the office.
Your request was declinedThere'll usually be a reason. Contact the office — often it's missing evidence of your connection to the project, and sometimes the person who holds the project declined rather than staff.
Access was granted but you can't see everythingAccess levels vary by role. Ask the office if you need more.
It's urgentCall rather than wait. Contact the office handling your application — the phone number, email address and opening hours are shown on your portal.

Reach them using the contact details on your portal.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article