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Articles for Apricot Administrators

Articles for Apricot Administrators

46 articles
Bekah K. avatarTaylor Roderick avatarDaniel Carvajal avatar+7
Written by Bekah K., Taylor Roderick, Daniel Carvajal and 7 others

Backing Up / Extracting Data

Bekah K. avatar
Written by Bekah K.. Updated over a week ago

Blueprints and the Participant Blueprint Form

The term "Blueprint Form" refers to a restricted form that is included with the latest versions of Apricot
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Taking a Screenshot

Instructions to take a screenshot.
Daniel Carvajal avatar
Written by Daniel Carvajal. Updated over a week ago

IP Allowlist (IP Whitelist)

Secure your Apricot Database by limiting access to specific IP addresses.
James Max Roderick avatar
Written by James Max Roderick. Updated over a week ago

Set Up Apricot SSO within Azure

How to setup Single Sign On in Microsoft Azure and pull the metadata into Apricot
James Max Roderick avatar
Written by James Max Roderick. Updated over a week ago

Imports: Universal Address Lookup Field Mappings

This article addresses the inconsistencies with the Universal Address Lookup subfield names and the field names displayed by the Import Tool
Wilson Dam avatar
Written by Wilson Dam. Updated over a week ago

Clearing Cache and Cookies

Daniel Carvajal avatar
Written by Daniel Carvajal. Updated over a week ago

Program Assignment vs. Program Enrollment

"Programs" in Apricot have a different function than the programs your organization offers.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Packages

Get to know the differences between the Apricot packages that Social Solutions offers.
Matthew Smith avatar
Written by Matthew Smith. Updated over a week ago

Restoring Archived Records

This article outlines how to locate and restore records that have been archived in your database.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Connect Portal

A brief overview of what Participants will see in their Connect Portal and how to change their password.
Raven Charleston avatar
Written by Raven Charleston. Updated over a week ago

Apricot Sandbox

A Sandbox is a secondary database in which Administrators can conduct testing or training without making changes in their live site.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Opening the Error Console

If Support needs more information to identify an error, they may ask you to open the error console on your browser and take a screenshot.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Disabling and Archiving Participants in Connect

Clarifying the difference between disabling and archiving Connect Participants, and providing instructions on how to do so
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Troubleshooting Connect with your Participants

Administrators can go through these steps with their Connect Participants directly to help troubleshoot basic errors
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Ideas Portal

Let the Product and Development Teams know what features you would like to see in Apricot.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Registering Participants in Connect

This article will cover how to register participants in Connect.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

How to Create Navigation Bulletins

Within Apricot, you can create Bulletins with buttons to navigate to specific pages on the site.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Guest User Access

Guest User Access is a feature that allows non-staff or community members to become Apricot users with extremely limited access.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Connect Webinar and FAQ

We hosted a webinar related to Connect and consolidated the most common questions asked during the presentation within this article
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Assigning Connect Access to Standard Users

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

COVID-19 Screening Form Templates

Social Solutions has developed 4 screening forms that can be found in our template library and used in to any Apricot database.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Converting Date Values in Excel for Exporting Reports

This article walks you through converting date values in Excel to optimize the filter function of Excel.
Cole Lapwing avatar
Written by Cole Lapwing. Updated over a week ago

Mobile Apricot Beta

Available to Core/360 clients, Mobile Apricot Beta capabilities has been released as an opt-in.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Defect Resolution Time Frame

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Security and Hosting

Social Solutions Global, Inc. (“SSG”) takes comprehensive measures to ensure that data is kept safe.
Liz Marshall avatar
Written by Liz Marshall. Updated over a week ago

System Inactivity Timeout

An Apricot Admin can specify how long a Standard user can be logged into a session in Apricot.
Tania avatar
Written by Tania. Updated over a week ago

Cannot Load Secure Web Form

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Equipment Needed to Access Apricot

Apricot is a web-based database. To access Apricot, you need a computer with internet access and an up-to-date internet browser.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Shared Files

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Dashboard Bulletins

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Connect

This document outlines the second release of Connect capabilities for Apricot Core and 360 customers.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Multifactor Authentication

Multifactor Authentication is an added security feature available to Apricot Core and Apricot 360 Users in the United States
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Connect: Intake Forms

Intake uses a Tier 1 Standard Form from your database to build an Intake Form. It's available to Apricot Core, Apricot 360, AFF, and AVS.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Workflows

This guide will walk you through how to use the Apricot Workflows module.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Import Tool | Table of Contents

The Apricot Imports Tool is a feature that allows data from an Excel spreadsheet in .csv format to be inserted into the database.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Record Audit (Record History)

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Glossary

View common Apricot terms in the Glossary below.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Apricot Settings

Reference the number of user licenses, the list of a la carte features, general configuration settings, usage statistics, and your logo.
Taylor Roderick avatar
Written by Taylor Roderick. Updated this week

Revert an Import

After you have completed an import, you can "revert," or undo, it and remove the records or links you have imported.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Document Folder Merge Tool

This tool allows duplicate Tier 1 records to have their document folders merged, combining them into one document folder
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

My Apricot Tools

Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Bulletins

Apricot bulletins allow Administrators to create a message that can be shared on the My Apricot tab landing page.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

User Information and User Preferences

Your personal user information is found in the top right corner of every Apricot page.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Accessibility Actions Menu

Explanation of the Palette Dropdown option contained in the Accessibility section of the Apricot Settings page.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago

Attendance Dashboard

This document covers the Attendance Dashboard.
Taylor Roderick avatar
Written by Taylor Roderick. Updated over a week ago