Access and Permissions

Caseloads

This document outlines Caseloads, a security and workflow feature in Apricot

Written by Taylor Roderick
Updated over a week ago

Program Roll Up

Program Roll Up describes the effect assigning Tier 2 records to a program has on the Tier 1 record

Written by Clint Colisch
Updated over a week ago

Permission Sets

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 Users - Role Based Permissions

This document goes over adding new users in the new Role Based Permissions UI

Written by Gabi Hardy
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 version 1.0 release of Role Based Permissions for Apricot.

Written by Taylor Roderick
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

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

Adjust Access

Written by Taylor Roderick
Updated over a week ago

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

Apricot Payment Portal

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

A user is an individual authorized to access your Apricot database. Administrators may adjust user access as needed.

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 Zeph Sawyer
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