Apricot

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

Caseloads

How to Check Your Internet Speed

Where can I access Apricot? | VPN

Program Roll Up & Roll Down describes the effect of assigning or removing programs from Tier 1 and/or Tier 2 records respectively.

Program Roll Up & Roll Down

Advanced Access allows standard users to be assigned access to perform certain Administrative tasks

Advanced Access for Standard Users

User access can be limited or granted by outlining which forms, reports and bulletins a user can see within the system.

Permission Sets - Legacy Permissions

This article goes over adding and managing users in the new Role Based Permissions UI

Adding and Managing Users - Role Based Permissions

Apricot Administrators can restrict which computers or locations can be used for login

Program IP Restriction

This document outlines the user interface for Role Based Permissions

Role Based Permissions

General tips to help you troubleshoot common issues

Troubleshooting: Accessing Your Apricot Site

Ignore Program Assignment allows your Standard users to view records that are not assigned to their program.

Ignore Program Assignment

Apricot provides the ability to create different sets of users who have access to different kinds of forms and records.

Viewing Records by Program

Why am I getting a Single Sign-On error when trying to log into the Customer Support Portal?

Single Sign-On Error

This article discusses the highest tier of user organization Apricot has to offer: Sites.

Multi-Site Functionality

This article details the login page for Apricot

Login

There are four classifications of users in the Apricot database: Administrator, Standard, Inactive, and Guest.

Administrator (User)

With the Calendar tool, you can view Outlook calendars' availability from Apricot and add Outlook appointments when filling out records.

Calendar Integration with Exchange (Outlook)

Assigning and Removing Programs in Bulk

The tabs across the top of your Apricot allow you to access different parts of the software.

Apricot Tabs

The Bulk Assignment feature allows Administrators to undo mistakes that removed Program access via the search screen.

Reverting Program Adjustments with "Bulk Assignments"

Granting Administrative Functions

Guest User Access is a feature that allows non-staff or community members to become Apricot users with extremely limited access.

Granting Guest User Access through a Secure Web Form

This article goes over adding and managing users in what is now known as Legacy Permissions

Adding and Managing Users - Legacy Permissions

User access can be limited or granted within a program by outlining which forms, reports and bulletins a user can access.

Programs

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.

Passwords

Apricot administrators may restrict standard users' access to particular forms, records, reports, and bulletins.

User Record Level Access (User RLA)

A user may become locked out of their Apricot account until it is unlocked by following specific steps in order to verify their identity.