Logging in and managing user and data access across Apricot
109 articles
Role-Based Permissions Overview
Legacy Permissions Overview
Understanding Apricot Access
How do I log in to Apricot?
How do I reset or change my password?
How do I unlock my user account?
How do I unlock another user's account? (Role-Based Permissions)
How do I unlock another user's account? (Legacy Permissions)
How do I add an IP address to the Apricot allow-list?Learn how to allow access to your Apricot environment from a specific IP address.
FAQs: Apricot Login Error Message
Understanding Apricot Federated Single Sign-On (SSO)
How do I add a Single Sign-On (SSO) configuration in Apricot?
How do I set up Single Sign-On (SSO) in Microsoft Azure?Learn how to set up Single Sign-On (SSO) in Azure and upload the metadata into Apricot.
How do I add Single Sign-On (SSO) users in Microsoft Azure?
How do I set up multiple sites for Single Sign-On (SSO)?
How do I delete a Single Sign-On (SSO) configuration?
How do I log in to Apricot with Single Sign-On (SSO)?
How do I require users to log in through Single Sign-On (SSO)?
FAQs: Apricot Federated Single Sign-On (SSO)
Understanding User Accounts (Role-Based Permissions)
How do I add user seats to my site? (Role-Based Permissions)
How do I add a new user account? (Role-Based Permissions)
How do I edit a user account? (Role-Based Permissions)
How do I deactivate a user account? (Role-Based Permissions)
Understanding Roles (Role-Based Permissions)
How do I create a Role? (Role-Based Permissions)
How do I assign a Role to a user? (Role-Based Permissions)
How do I assign users access to Forms? (Role-Based Permissions)
How do I assign users access to Reports? (Role-Based Permissions)
How do I assign users access to Bulletins? (Role-Based Permissions)
How do I assign users access to Referrals? (Role-Based Permissions)
How do I assign users access to Shared Files? (Role-Based Permissions)
How do I deactivate a Role? (Role-Based Permissions)
How do I manage a Form's permissions? (Role-Based Permissions)
Understanding Advanced Access for Standard Users (Role-Based Permissions)
How do I give standard users Form Designer access? (Role-Based Permissions)
How do I give standard users Report Center access? (Role-Based Permissions)
How do I give standard users Record Manager access? (Role-Based Permissions)
How do I give standard users access to Access Control? (Role-Based Permissions)
How do I give standard users Workflow Station access? (Role-Based Permissions)
How do I give standard users access to External Access? (Role-Based Permissions)
How do I remove Advanced Access from a standard user? (Role-Based Permissions)
Understanding Guest Users (Role-Based Permissions)
How do I add Guest Users to Apricot? (Role-Based Permissions)
How do I set a form as a Guest Form? (Role-Based Permissions)
How do I grant Guest Users access to Forms? (Role-Based Permissions)
Understanding User Accounts (Legacy Permissions)
How do I add user seats to my site? (Legacy Permissions)
How do I add a new user account? (Legacy Permissions)
How do I edit a user account? (Legacy Permissions)
How do I deactivate a user account? (Legacy Permissions)
Understanding Administrative Access for Standard Users (Legacy Permissions)Assigned Roles for Standard Users
How do I give standard users Form Designer access? (Legacy Permissions)
How do I give standard users Report Center access? (Legacy Permissions)
How do I give standard users Record Manager access? (Legacy Permissions)
How do I give standard users access to Access Control? (Legacy Permissions)
How do I give standard users Workflow Station access? (Legacy Permissions)
How do I give standard users access to External Access? (Legacy Permissions)
How do I give standard users Grants access (AFF)? (Legacy Permissions)
How do I remove administrative access from a standard user? (Legacy Permissions)
Understanding Guest Users (Legacy Permissions)
How do I add Guest Users to Apricot? (Legacy Permissions)
How do I set a form as a Guest Form? (Legacy Permissions)
How do I grant Guest Users access to Forms? (Legacy Permissions)
How do I allow Guest Users to create their own user accounts? (Legacy Permissions)
Understanding Sites and Programs (Role-Based Permissions)
How do I add a new site? (Role-Based Permissions)
How do I edit an existing site? (Role-Based Permissions)
How do I add a new program? (Role-Based Permissions)
How do I edit an existing program? (Role-Based Permissions)
How do I change sites or programs?
How do I deactivate a site or program? (Role-Based Permissions)
Understanding Record Program Assignment (Role-Based Permissions)
How do I edit a form's program assignment settings? (Role-Based Permissions)
How do I edit a record's program assignment? (Role-Based Permissions)
How do I edit record assignments in bulk? (Role-Based Permissions)
How do I undo bulk record assignments?
What is Program Roll Up and Roll Down?
Understanding Caseloads (Role-Based Permissions)
How do I set up a Form for Caseloads? (Role-Based Permissions)
How do I restrict user access to their Caseloads? (Role-Based Permissions)
How do I assign a participant to a Caseload? (Role-Based Permissions)
How do I edit a Caseload? (Role-Based Permissions)
How do I view my Caseload? (Role-Based Permissions)
Understanding Sites and Programs (Legacy Permissions)
How do I add a new site? (Legacy Permissions)
How do I edit an existing site? (Legacy Permissions)
How do I add a new program? (Legacy Permissions)
How do I edit an existing program? (Legacy Permissions)
How do I copy or move a program? (Legacy Permissions)
How do I deactivate a site or program? (Legacy Permissions)
Understanding Permission Sets (Legacy Permissions)
How do I create a permission set? (Legacy Permissions)
How do I grant users access to Forms? (Legacy Permissions)
How do I grant users access to Reports? (Legacy Permissions)
How do I grant users access to Bulletins? (Legacy Permissions)
How do I grant users access to Shared Files? (Legacy Permissions)
How do I grant users access to Referrals? (Legacy Permissions)
How do I delete a permission set? (Legacy Permissions)
Understanding Record Program Assignment (Legacy Permissions)
How do I edit a form's program assignment settings? (Legacy Permissions)
How do I edit a record's program assignment? (Legacy Permissions)
How do I edit record assignments in bulk? (Legacy Permissions)
Understanding User Record Level Access (Legacy Permissions)
How do I apply User Record Level Access to a permission set? (Legacy Permissions)
How do I assign records to a user? (Legacy Permissions)
Understanding Program IP Restrictions (Legacy Permissions)
How do I add a Program IP restriction? (Legacy Permissions)
How do I log in under a Program IP restriction? (Legacy Permissions)