Adding the User Creation field to an Apricot form allows users to create login credentials for a new Apricot user by submitting a new record of the form. The information entered within the User Creation field will grant the individual the same access configured for a sample Guest User in your organization's database.

This can be particularly useful for scenarios where you need to provide users outside of your organization access to certain forms, such as:

Follow the steps listed below to learn how to set up the User Creation field in your form to create new users.

In the Administrator tab, expand the Workflow Station category of the navigation bar and select "Apricot Settings".

Next, scroll to the Premium Features section and check the "Guest User Access" box to enable the feature. Click "Save Settings" at the top-right of the page to save this preference.

This sample Guest User determines which programs and forms any new users added through the User Creation field will have access to when they login to Apricot.

Review the articles below to learn how to add Guest Users to your database depending on which permission model your organization uses:

Open the form you want to create users with in the Form Designer. Expand the Linking category within the Field Choices palette, then add the User Creation field to a form section.

Note: This field will be required by default, meaning users will be unable to save a record of the form until this field is completed. Consider which new or existing form you want to add this field to so it doesn't hinder your users' data entry workflow.

Click on the field's gear icon to open its properties, then select the appropriate Guest User that models the access you want these new users to have in the "User to copy" dropdown. Select "Apply" to save your changes, then publish the form to make this field available to users for data entry.

Navigate to the form the same way a user would to create a new record, then fill out the User Creation field and any other required form fields before saving the record.

Once the record is saved, the new user can login with the credentials entered to access the same programs and forms as the sample Guest User their account reflects.

Note: The User Creation field only generates a username and password upon record creation. Users will not be able to edit the credentials entered in the record after clicking "Save Record". If any login information is missing or incorrect, you'll need to archive the original record and create a new record in order to generate a new username and password.