Follow the steps listed below to learn how to assign Access Control roles to standard users for additional navigation bar features.
Step 1: Navigate to the user
In the Administrator view of Apricot, expand Access Control in the navigation bar and select Users.
A list of users in your Apricot site will be displayed. You can click the Search Field dropdown to filter the results by username, name, or other criteria. Select the Username of the standard user you want to access the Access Control category of the navigation bar.
Step 2: Add a Role
Click Edit at the top-right corner of the User Details page.
Scroll to the Assigned Roles section and click the ‘+ Add’ button to open the Roles Search pop-up window.
Step 3: Select a Role
Click the gray arrow to expand the Access Control Product Area and view its available Roles.
Click the name of each Role you want to assign to the standard user. Note: The ‘Link All’ button will select every role across every Product Area. The ‘Clear History’ button will undo any selected Roles.
Manage Bulk Assignments: The user can assign records in bulk to one or more users.
Note: This role is only available if Record Level Access has been turned on for your site.
Manage User/Programs Profiles: The user can add new users and edit details pertaining to existing users. They can also manage what those users can access within the site.
Note: If you have Program or User Record Level Access enabled in your site, you will also have to grant access to each user, program record, and permission set the user should have access to.
Manage Account Information: The user can update your organization’s account information, including billing information
Note: The Account Information page is only available to Apricot Essentials customers who purchased Apricot online.
The selected Roles will display under ‘Links to be Added Upon Save’ in the Assigned Roles section.
Step 4: Save the record
Select ‘Save Record’ in the Record Options palette at the top-right of the page to confirm your changes.
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