Logging in and managing user and data access across Apricot
23 articles
LoginThis article details the login page for Apricot
PasswordsApricot passwords are assigned by your agency administrator when a user account is created, but they can be changed at any time by the user.
User Lock-OutA user may become locked out of their Apricot account until it is unlocked by following specific steps in order to verify their identity.
Troubleshooting: Accessing Your Apricot SiteGeneral tips to help you troubleshoot common issues
Apricot Federated Single Sign On (SSO)Federated SSO provides a way for Admins to configure the login process for Apricot users to log in to Apricot using their Identity Provider.
Single Sign-On ErrorWhy am I getting a Single Sign-On error when trying to log into the Customer Support Portal?
Program IP RestrictionApricot Administrators can restrict which computers or locations can be used for login
Role Based PermissionsThis document outlines the user interface for Role Based Permissions
Adding and Managing Users - Role Based PermissionsThis article goes over adding and managing users in the new Role Based Permissions UI.
Adding and Managing Users - Legacy PermissionsThis article goes over adding and managing users in what is now known as Legacy Permissions
Advanced Access for Standard UsersAdvanced Access allows standard users to be assigned access to perform certain Administrative tasks
Granting Administrative FunctionsAssigned Roles for Standard Users
CaseloadsThis document outlines Caseloads, a security and workflow feature in Apricot
Granting Guest User Access through a Secure Web FormGuest User Access is a feature that allows non-staff or community members to become Apricot users with extremely limited access.
ProgramsUser access can be limited or granted within a program by outlining which forms, reports and bulletins a user can access.
Changing Programs in ApricotApricot provides the ability to create different sets of users who have access to different kinds of forms and records.
Multi-Site FunctionalityThis article discusses the highest tier of user organization Apricot has to offer: Sites.
User Record Level Access (User RLA)Apricot administrators may restrict standard users' access to particular forms, records, reports, and bulletins.
Permission Sets - Legacy PermissionsUser access can be limited or granted by outlining which forms, reports and bulletins a user can see within the system.
Ignore Program AssignmentIgnore Program Assignment allows your Standard users to view records that are not assigned to their program.
Program Roll Up & Roll DownProgram Roll Up & Roll Down describes the effect of assigning or removing programs from Tier 1 and/or Tier 2 records respectively.
Assigning and Removing Programs in Bulk
Reverting Program Adjustments with "Bulk Assignments"The Bulk Assignment feature allows Administrators to undo mistakes that removed Program access via the search screen.