Citizen Connect modules are configured from the administrative panel that can be accessed at admin.finance.socrata.com
This is the administrative panel for all Data & Insights Finance Insights applications, for example, Open Checkbook, Open Budget, Open Payroll
Users have to be given a role or permissions on the citizen connect module in order to manage, and update settings as needed. There are two access levels available to users:
1. A manager will have access to configurations to all modules under their organization, including the ability to view logs (Audit tab ) for the modules.
2. Users can also be given permission to only configure specific modules without access to the logs.
How to Access the Administrative Panel
Users can either log into the administrative panel directly by going to admin.finance.socrata.com or by clicking on Administration when logged in on their Citizen connect instance as shown below:
When logged in, users will see the name of their organization under "Customer Name" as shown below. To access module configurations a user can either:
1. Click on the Organization name,
then click on the module to open the available configurations.
2. Click on "Go to Configuration" at the top right of the screen, and enter the Citizen Connect site URL as shown below. This will immediately open the configuration settings of the module.
NOTE: If a user enters a URL to a Citizen Connect site they do not have access to, they will get a permissions error on the page.
Citizen Connect Module Configurations
On the page shown below, users can map their dataset to the module fields and modify branding and other settings for their Citizen Connect. The look, feel and behavior of the module can be modified from here.
NOTE: Only users with Manager permissions will have access to the Audit tab.
More information on about the required mappings can be found here
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