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Introduction
The iPermits Configuration Guide is your blueprint for shaping how iPermits works in your organization.

Title and Copyright
Copyright and Terms of Use page for iPermits Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iPermits Configuration Guide is your blueprint for shaping how iPermits works in your organization.
- About the Configuration Platform
  The iPermits Configuration Console is the web-based admin layer that allows your organization to control how permits are created, reviewed, authorized, and tracked — without writing code.
- What’s New for Configuration
  This section highlights the latest features and enhancements introduced across recent iPermis configuration release.
Log in to Application
This Section guides users on how to securely access the platform using their credentials across web and mobile applications.
Navigate to the iPermits Configuration
This section helps you get familiar with the layout of the platform and how to access various modules efficiently.
Customer Tenant Onboarding with Azure IDP
This section provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This section explains how Innovapptive’s mobile applications handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
This section explains how administrators can onboard users, assign appropriate roles and permissions, and organize users into groups to control access and responsibilities across the platform
Maintain Master Data
This section explains how to set up and manage the core reference data required to configure iPermits, ensuring consistent behavior across permits, workflows, safety rules, and reports across plants and teams.
Configure iPermits Settings
The Core Settings in iPermits define how key features behave across your organization. These settings control fundamental aspects of daily use, such as mobile bottom navigation, dashboard availability, and AI-powered capabilities.
Integration Setup
This section explains how to integrate Work Order data or other source systems into iPermits to enable permit creation and ensure permits are aligned with operational work planning and execution.
Design and Manage Permit Template
This section explains how administrators can create and manage permit templates to standardize permit structure, validations, and compliance across plants.
Design and Manage JHA Template
This section explains how administrators can create and manage JHA templates to standardize JHA structure, validations, and compliance across plants.
Design and Publish Forms
This section explains how to create and manage configurable Forms that can be embedded into permits and JHAs to enforce safety and compliance before work begins.
Customize Platform Settings
Set Up Notifications
The Notification Engine gives administrators control over system-generated alerts, helping teams stay informed about workflow events without being overwhelmed. It’s integrated with the iPermit mobile app, enabling flexible communication across devices.

Introduction

The iPermits Configuration Guide is your blueprint for shaping how iPermits works in your organization.

This guide helps you transform the out-of-the-box system into a solution tailored to your business processes, plants, and teams.

Unlike installation or deployment activities that typically sit with IT, the configurations in this guide define how permits are structured, reviewed, approved, and enforced across your organization.

From defining Permit Types and safety rules, to configuring approval workflows, roles, Job Hazard Analysis (JHA), PPE validation, and notifications, every section of this guide is designed to help you align iPermits with the way your organization manages risk, compliance, and safe work execution.

With this guide, you will:

Establish the foundation → onboard your tenant, configure authentication, and set up users and master data.
Control product behavior → decide which modules are available, how Work Orders flow, and how AI, timers, and measuring points are applied.
Customize and optimize → design forms, create RACE templates, define risk matrices, set notifications, and personalize platform settings.