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How do I add Guest Users to Apricot? (Role-Based Permissions)
How do I add Guest Users to Apricot? (Role-Based Permissions)
Updated over 2 months ago

Follow the steps listed below to learn how to create user accounts for Guest Users in your site.

Step 1: Navigate to your user list

In the Administrator view, expand the Access Control category in the navigation bar and select 'Users'.

Step 2: Add the user's details

Click the 'New User +' button in the top-right corner of the Users page.

First, enter the Guest User's email address and full name in the User Details section. Next, in the User Type field, select the 'Guest' option. This will indicate that the user has very limited access to forms and data in Apricot. Then, select which Site(s) you want to associate the Guest User with.

Step 3: Assign a role or program

Click the 'Add +' button under Roles/Sites & Programs Assignment.

At least one role and program selection is required to create a new user. In the pop-up window, click the Role dropdown arrow to select a role. Then, click the + icon next to a Site to select a specific program, or check the box for the Site to assign the user to all its programs.

Click Save at the bottom of the pop-up to confirm your changes.

Step 4: Send the invite

Click the 'Send Invite' button at the bottom of the page. Login instructions will be sent to the email address on file; the user should click the login link then reset their own password.

Note: The login link contained in the invite email is only valid for 30 minutes. After 30 minutes, the user must reset their password using the Forgot Password option on the Apricot login page or reach out to an Administrator to force a password reset following the steps in this article.

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