All Collections
Access and Permissions
Access and Permissions
+4
21 articles in this collection
Written by
Taylor Roderick,
Tania,
Zeph Sawyer
and 4 others
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 Import Tool or 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