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How do I edit an existing site? (Role-Based Permissions)
How do I edit an existing site? (Role-Based Permissions)
Updated over 3 months ago

In Apricot, some site settings are configured upon the program’s creation; other settings can only be configured when editing the existing program, such as the site’s administrators and programs.

Follow the steps listed below to learn how to edit an existing site’s details within your database.

Step 1: Select the site

In the Administrator view, expand the Access Control category of the navigation bar and select ‘Sites & Programs’.

Here you will find a list of existing sites and programs in your Apricot database. If your organization does not have multi-Site functionality, your Default site will appear here. Click the eye icon to the right of the site you want to edit.

Step 2: Update the details

Click the Update button in the Site Details section to make changes to the information that was entered when creating the site, then click the Update button again to save your changes for this section.

You can also click ‘Add Site Admin +’ in the next section to check a box next to an existing user you want to assign as the site’s administrator.

The pop-up window will also allow you to manage whether the selected user can create and edit forms as well as unarchive records in this site. Click Save to apply your changes to this section.

The Site Admins section will update with your selection. Clicking the eye icon for the user will navigate you to the user’s account page, while clicking the kebab menu (or three-dot icon) gives you the option to remove this user as the Site Admin.

Finally, in the Programs section, you can view and edit existing programs in the site by clicking the eye icon or add a new program by clicking the ‘New Program +’ button.

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