When a standard user needs access to functions or features in Apricot that are usually reserved for administrative users, Advanced Access can be granted to the standard user without changing their user type.
Note: There are several functions standard users cannot perform even if they are granted all Advanced Access permissions, 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 Advanced Access 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 have Advanced Access 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 Advanced Access to various tasks in the navigation bar on the Users page under Access Control in Apricot. Select a user to go to their User Details page, and in the Advanced Access section, review each category and check the box next to each page or feature you want the user to have access to. Click Update within the section to save 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 Advanced Access is available for standard users.
Feature Availability
Advanced Access is a standard feature available to all Apricot organizations on Role-Based Permissions (as opposed to Legacy Permissions).
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