Follow the steps listed below to learn how to give standard users Advanced Access to External Access 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 External Access 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.
Secure Web Form: The user can create new secure web forms for Tier 1 forms they have ‘View’ permissions for within their Role(s) and edit existing secure web forms.
Connect: The user can create new and edit existing Participant types for Tier 1 and Tier 2 forms they have ‘View’ permissions for within their Role(s). They can also manage Connect settings and Direct Messages. They will not be able to send Direct Messages that exceed your organization’s monthly allotment.
Note: Users are only able to adjust Tier 2 form permissions for the programs they have access to.
Intake: The user can create new and edit existing Intake Forms for Tier 1 forms they have ‘View’ permissions for within their Role(s).
Note: They will need access to whichever program is chosen in the ‘Program Enrollment’ dropdown field of the Intake Form to edit the Intake Form.
Note: They will also need ‘View’ permission for a Tier 2 form to attach it to an Intake Form.
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.
What else do you need help with?
Not what you’re looking for? Navigate to overview