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

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

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

Step 1: Select the program

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 + icon next to the appropriate site, then click the eye icon next to the program you want to edit.

Note: The kebab menu (or three-dot icon) next to a program displays a ‘Copy’ option that is non-functional. Clicking this to copy a program will direct you to a blank page. Administrators must manually recreate a program and its details for it to be present in multiple sites.

Step 2: Update the details

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

Step 3: Manage assigned Roles and users

The next section displays which Roles have access to the selected program. Click the + icon to the left of the Role name to view the list of users with that assigned Role.

The eye icon next to the user will direct you to their User Details page, and the kebab menu (or three-dot icon) gives you the option to remove the user from the selected Role.

Clicking the eye icon to the right of the Role name, however, allows you to view the Role’s details and permissions, whereas the person icon opens a pop-up window for you to add users to the selected program and assign them to that Role.

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