Understanding User AccountsHow do I add user seats to my site?How do I add a new user account?How do I edit a user account?How do I deactivate a user account?Understanding RolesHow do I create a Role?How do I assign a Role to a user?How do I assign users access to Forms?How do I assign users access to Reports?How do I assign users access to Bulletins?How do I assign users access to Referrals?How do I assign users access to Shared Files?How do I deactivate a role?How do I manage a Form’s permissions?Understanding CaseloadsHow do I set up a Form for Caseloads?How do I restrict user access to their Caseloads?How do I assign a participant to a Caseload?How do I edit a Caseload?How do I view my Caseload?Understanding Advanced Access for Standard UsersHow do I give standard users Form Designer access?How do I give standard users Report Center access?How do I give standard users Record Manager access?How do I give standard users access to Access Control?How do I give standard users Workflow Station access?How do I give standard users access to External Access?How do I remove Advanced Access from a standard user?Understanding Guest UsersHow do I add Guest Users to Apricot?How do I set a form as a Guest Form?How do I grant Guest Users access to Forms?Related ArticlesUnderstanding Caseloads (Role-Based Permissions)Legacy Permissions OverviewHow do I restrict user access to their Caseloads? (Role-Based Permissions)How do I assign a participant to a Caseload? (Role-Based Permissions)How do I edit a Caseload? (Role-Based Permissions)
