VIDEOS | Manage Caseloads

This video reviews how to share participant records and caseloads between different staff at your organization*.

Written by Training Team
Updated over a week ago

* Caseloads requires Apricot to be using Role Based Permissions. If your Apricot is still using Program Based Permissions, please view this article on Record Level Access which provides a similar solution: http://apricot-articles.socialsolutions.com/en/articles/1931616-video-record-level-access-for-users.