Follow the steps listed below to learn how to assign Workflow Station 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 Workflow Station 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 Workflow Station 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 Apricot Settings: The user can update select standard features if they are turned on within Apricot Settings.
User Licenses: Can manage which Guest Forms are allowed
Security: Can manage all password-related settings and the system inactivity timeout
General Configuration: Can manage every setting in this section
Accessibility: Can manage every setting in this section
Exchange Integration: Can manage every setting in this section
Logo: Can remove or add an organization logo
Manage Bulletins: The user can create and edit bulletins that appear on the My Apricot landing page.
Note: You must first create a Category for the user to place bulletins into as they will not have access to create a new Category. They will only be able to create new Bulletins by default.
Note: To grant the user access to edit existing bulletins, you will need to both assign them this Role and check the Edit box for the bulletins in their permission sets.
Manage Calendars: The user can add and configure the calendars that interact with the scheduler field.
Manage Grants (AFF only): This is an extremely limited role for organizations using Apricot For Funders (AFF) only. The user can create new Application Intake Forms, Applicant Profile Forms, and Reviewer Profile Forms with an Administrator’s assistance. They may not edit existing grants which they did not create.
Manage Shared Files: The user can upload and delete Shared Files in Apricot. If you have Program or User Record Level Access enabled, they will only be able to add a new category and shared files.
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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