Follow the steps listed below to learn how to assign External Access 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 External Access 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 External Access 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 Connect: The user can edit and manage Participant types, Connect settings, and Direct Messages. They will not be able to send Direct Messages that exceed your organization’s monthly allotment.
Manage Intake Forms: The user can create a new Intake Form from the existing Tier 1 Standard Forms in your database.
Manage Secure Web Forms: The user can create a new secure web form. If you have Program or User Record Level Access enabled, they will not be able to edit existing secure web forms.
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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