Follow the steps listed below to learn how to give standard users Advanced Access to Form Designer tasks in their navigation bar.
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 in the Account Management app. You can type a name in the Search Field or use the Programs or Roles dropdowns to filter the results. Select the standard user you want to edit access for.
Step 2: Select Advanced Access tasks
Scroll to the Advanced Access section at the bottom of the User Details page. Click the ‘+’ icon to expand the Form Designer category and check the box next to each task you want to assign the standard user.
Once a task is selected, the gray toggle to the right of the category name will turn yellow, indicating that the standard user has access to some administrative tasks.
Clicking the toggle itself will select every task within the category. The toggle will then turn green to indicate the standard user has all available administrative access.
Standard Forms: The user can access the Form Designer in the Administrator view. By default, they are only able to create a new Tier 1 form and its subsequent Tier 2 forms.
Note: If a standard user creates a new Tier 1 form, they will need to be granted ‘Edit’ access to it within their Role(s) once the new form is published.
Note: To grant the user access to edit existing Tier 1 forms, they will need to be granted ‘Edit’ access to the forms within their Role(s).
Templates: The user can access the Templates library and use them to create new Tier 1 and Tier 2 forms.
Note: If the user has Advanced Access to the Templates library but does not also have Advanced Access to Standard Forms, they will not be able to use the form templates in the library to create a new form within the database.
Lookup Lists: The user can access Lookup Lists in the Administrator view, create new Lookup Lists, and edit or delete existing ones.
Step 3: Update their Advanced Access
To save the adjustments made to a standard user's Advanced Access, click the "Update" button at the bottom-right of the page.
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