Follow the steps listed below to learn how to give standard users Advanced Access to Record Manager 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 Record Manager 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.
Imports: The user can access the Import Tool to create new or update existing data for forms they have ‘View’ permissions for within their Role(s).
Archived Records: The user can access and restore records that have been removed from your Apricot database for forms they have ‘View’, ‘Search’, and ‘Edit’ permissions for within their Role(s).
Note: The user will only be able to access or restore archived records that are assigned to the user’s program(s).
Record Audits: The user can access the Record Audits tool to view previous versions of records, compare them to current versions, and restore records to a previous version.
Note: The Record Audits page will only show records that the user currently has access to.
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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