Guest User Access allows non-staff or community members to become Apricot users with very limited access. Guest Users can maintain their own login information, but generally only have access to a few forms for data entry.

Volunteers or other entities that interact with your participants but aren't staff members within your organization may be added to your database as Guest Users. They will only be able to interact with select Guest Forms upon logging in, and their degree of access depends on the access configured for their permission set.

In your Apricot Settings under Workflow Station, select the forms you want Guest Users to be able to access when logged in to Apricot and save your settings. The number of Guest Forms allowed for your site depends on your Apricot Service Level Agreement (SLA). Guest Users are created like typical user accounts, through the 'Users' page under Access Control on the navigation bar. When entering the user's details, select 'Guest' as the User Type. They'll need to be assigned a Guest User-specific permission set, and you can decide whether you want them to have access to view, create, and/or edit records for the previously-selected Forms.

Review the articles below to learn how to configure your database for Guest Users if your organization uses Legacy Permissions.

Guest User Access is a Premium Feature. If you're interested in enabling this feature, please reach out to the Account Management team here for more information. Administrators can check if this Premium Feature is enabled on the Apricot Settings page under Workflow Station on the navigation bar.

Once Guest User Access has been enabled, the 'Guest Forms' setting will appear on the Apricot Settings page in the User Licenses section.