Follow the steps listed below to learn how to create user accounts for Guest Users in your site.
Step 1: Navigate to your user list
In the Administrator view, expand the Access Control category in the navigation bar and select 'Users'.
Step 2: Add a new user
In the Search Actions palette, select "+ New Users".
Enter the Guest User's email address in the Username field, then create a password that can be easily distributed to the user. Then, type in the name of the user, which will appear on records that the Guest User creates or edits.
Step 3: Select the user type
In the User Type field, select the 'Guest' option. This will indicate that the user has very limited access to forms and data in Apricot.
Step 4: Save the record
Select 'Save Record' in the Record Options palette, then wait for a pop-up message at the top of your page that confirms your changes are saved.
Login instructions will be sent to the email address on file; the user should click the login link, enter their email and password shared by their Administrator, then reset their own password.
Note: The login link contained in the invite email is only valid for 30 minutes. After 30 minutes, the user must reset their password using the Forgot Password option on the Apricot login page or reach out to an Administrator to force a password reset following the steps in this article.
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How do I add a Guest User in Apricot? | How do I create a Guest account in Apricot? | Why can’t my Guest User log in to Apricot? | How do I reset a Guest User password in Apricot? | What permissions does a Guest User have in Apricot? | How do I invite a Guest User to Apricot? | Why did my Guest User’s login link expire?