Administrators can grant Standard Users Connect access by assigning the Manage Connect role. Once granted Standard Users will be able to create participant types, register participants, send Direct Messages and more.
To assign Connect access to a Standard User, navigate to the User Details Page and click “Edit”. Scroll to the second section “Assigned Roles” and click “Add”. This will open the above dialog box.
In Roles Search, users can scroll to the External Access Product Area, or use the search functionality for quicker access.
Expand the row by clicking the triangle and find the Manage Connect role. Click Manage Connect and move to the next step.
Upon clicking the Manage Connect role, a link will appear in the Assigned Roles section. If no other changes are needed on the Users Page, click “Save Record” in the top right side palette.
Once the User record is saved, the User will see the Administrator tab in addition to My Apricot in their view. From the Administrator tab, they may now access Connect.
Permissions in Connect
Please note that Standard Users permissions (Programs) are respected in Connect. Standard Users will not be able to register or send messages to participants, they do not have access to.
The Administrator view and Standard User view of Connect may also be different. Standard Users can only view Participant Type information based on their Program access; if there are Programs in the Site the user doesn't have access to with additional Participant Types, they will not display for the Standard User.
Please note, Standard Users will have to ability to edit Participant Types if given the Manage Connect role. Standard Users can also create new Participant Types based on the Tier 1s they have access to.
Permissions in Direct Messages
Standard Users can only see Direct Message statistics that include participants they have access to. The Administrator view (All Sites & Programs) may display Direct Messages outside the Programs a Standard User may have access to.