Articles for Apricot Administrators
46 articles

+7Written by Bekah K., Taylor Roderick, Daniel Carvajal and 7 others



Backing Up / Extracting Data

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
Written by Taylor Roderick. Updated over a week ago
Taking a Screenshot
Instructions to take a screenshot.
Written by Daniel Carvajal. Updated over a week ago
IP Allowlist (IP Whitelist)
Secure your Apricot Database by limiting access to specific IP addresses.
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
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
Written by Wilson Dam. Updated over a week ago
Clearing Cache and Cookies

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.
Written by Taylor Roderick. Updated over a week ago
Apricot Packages
Get to know the differences between the Apricot packages that Social Solutions offers.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This article outlines how to locate and restore records that have been archived in your database.
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.
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.
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.
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
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
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.
Written by Taylor Roderick. Updated over a week ago
Registering Participants in Connect
This article will cover how to register participants in Connect.
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.
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.
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
Written by Taylor Roderick. Updated over a week ago
Assigning Connect Access to Standard Users

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.
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.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.
Written by Taylor Roderick. Updated over a week ago
Defect Resolution Time Frame

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.
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.
Written by Tania. Updated over a week ago
Cannot Load Secure Web Form

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.
Written by Taylor Roderick. Updated over a week ago
Shared Files

Written by Taylor Roderick. Updated over a week ago
Dashboard Bulletins

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.
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
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.
Written by Taylor Roderick. Updated over a week ago
Workflows
This guide will walk you through how to use the Apricot Workflows module.
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.
Written by Taylor Roderick. Updated over a week ago
Record Audit (Record History)

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

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