Access and Permissions
27 articles

+3Written by Taylor Roderick, Bekah K., Elizabeth Fore and 3 others



Caseloads
This document outlines Caseloads, a security and workflow feature in Apricot
Written by Taylor Roderick. Updated over a week ago
How to Check Your Internet Speed

Written by Bekah K.. Updated over a week ago
Where can I access Apricot? | VPN
Accessing Apricot abroad
Written by Bekah K.. Updated over a week ago
Program Roll Up & Roll Down
Program Roll Up & Roll Down describes the effect of assigning or removing programs from Tier 1 and/or Tier 2 records respectively.
Written by Taylor Roderick. Updated over a week ago
Advanced Access for Standard Users
Advanced Access allows standard users to be assigned access to perform certain Administrative tasks
Written by Elizabeth Fore. Updated over a week ago
Permission Sets - Legacy Permissions
User access can be limited or granted by outlining which forms, reports and bulletins a user can see within the system.
Written by Raven Charleston. Updated over a week ago
Adding and Managing Users - Role Based Permissions
This article goes over adding and managing users in the new Role Based Permissions UI
Written by Taylor Roderick. Updated over a week ago
Program IP Restriction
Apricot Administrators can restrict which computers or locations can be used for login
Written by Taryn Petty. Updated over a week ago
Role Based Permissions
This document outlines the user interface for Role Based Permissions
Written by Taylor Roderick. Updated this week
Troubleshooting: Accessing Your Apricot Site
General tips to help you troubleshoot common issues
Written by Taryn Petty. Updated over a week ago
Ignore Program Assignment
Ignore Program Assignment allows your Standard users to view records that are not assigned to their program.
Written by Tania. Updated over a week ago
Viewing Records by Program
Apricot provides the ability to create different sets of users who have access to different kinds of forms and records.
Written by Tania. Updated over a week ago
Single Sign-On Error
Why am I getting a Single Sign-On error when trying to log into the Customer Support Portal?
Written by Tania. Updated over a week ago
Multi-Site Functionality
This article discusses the highest tier of user organization Apricot has to offer: Sites.
Written by Taylor Roderick. Updated over a week ago
Login
This article details the login page for Apricot
Written by Taylor Roderick. Updated over a week ago
Administrator (User)
There are four classifications of users in the Apricot database: Administrator, Standard, Inactive, and Guest.
Written by Tania. Updated over a week ago
Calendar Integration with Exchange (Outlook)
With the Calendar tool, you can view Outlook calendars' availability from Apricot and add Outlook appointments when filling out records.
Written by Taylor Roderick. Updated over a week ago
Assigning and Removing Programs in Bulk

Written by Taylor Roderick. Updated over a week ago
Apricot Tabs
The tabs across the top of your Apricot allow you to access different parts of the software.
Written by Taylor Roderick. Updated over a week ago
Reverting Program Adjustments with "Bulk Assignments"
The Bulk Assignment feature allows Administrators to undo mistakes that removed Program access via the search screen.
Written by Taylor Roderick. Updated over a week ago
Granting Administrative Functions
Assigned Roles for Standard Users
Written by Taylor Roderick. Updated over a week ago
Granting Guest User Access through a Secure Web Form
Guest User Access is a feature that allows non-staff or community members to become Apricot users with extremely limited access.
Written by Taylor Roderick. Updated over a week ago
Adding and Managing Users - Legacy Permissions
This article goes over adding and managing users in what is now known as Legacy Permissions
Written by Taylor Roderick. Updated over a week ago
Programs
User access can be limited or granted within a program by outlining which forms, reports and bulletins a user can access.
Written by Taylor Roderick. Updated over a week ago
Passwords
Apricot passwords are assigned by your agency administrator when a user account is created, but they can be changed at any time by the user.
Written by Taylor Roderick. Updated over a week ago
User Record Level Access (User RLA)
Apricot administrators may restrict standard users' access to particular forms, records, reports, and bulletins.
Written by Taylor Roderick. Updated over a week ago
User Lock-Out
A user may become locked out of their Apricot account until it is unlocked by following specific steps in order to verify their identity.
Written by Taylor Roderick. Updated over a week ago