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Understanding Administrative Access for Standard Users (Legacy Permissions)
Understanding Administrative Access for Standard Users (Legacy Permissions)

Assigned Roles for Standard Users

Updated over a week ago

When a standard user needs access to functions or features in Apricot that are usually reserved for administrative users, administrative access can be assigned to the standard user without changing their user type.

Note: There are several functions standard users cannot perform even if they are assigned all administrative roles, including:

  • Editing Administrator user accounts

  • Toggling Standard Features on or off (ex. Auto Search, Record Audit, User Record Level Access, Secure Web Forms)

  • Full access to all Forms/reports/records (access still depends on the user’s Role(s))

  • Building Intake forms

  • Merging folders

  • Building Workflows

The product areas with available roles correspond with the categories found in the Administrator view of Apricot’s navigation bar (ex. Form Designer, Report Center). For example, if a staff member has typical standard user access to Forms and other features around Apricot, but they're assigned roles to build new reports for their program, that user will have the Report Center category on their navigation bar to host the Report Builder tool where other standard users may not.

You can give standard users administrative access to various tasks in the navigation bar from their User Details page. Select a user on the 'Users' page under Access Control, then click Edit to view the Assigned Roles section. Expand the available Product Areas, then click on each role you wish to link to the user's account. Save the record to confirm your changes.

If there is a certain category that you’d like a standard user to access in their otherwise-limited navigation bar, visit the articles below to learn what additional access is available through its assigned roles.

Feature Availability

Assigned Roles are a standard feature available to all Apricot organizations on Legacy Permissions (as opposed to Role-Based Permissions).

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