Note: Please refrain from giving new users access to Apricot by saving their information over old user accounts, as Apricot keeps records of historical information such as who created and edited records even if the user is inactive. Users who no longer need access to Apricot should be marked as inactive, and new users should be added as brand-new user accounts.
Follow the steps listed below to learn how to edit user details in Apricot.
Step 1: Navigate to Users
In the Administrator view of Apricot, expand the Access Control category of the navigation bar and select Users.
Step 2: Select a user
A list of users in your Apricot site will be displayed. You can click the Search Field dropdown to filter the results by username, name, or other criteria. Click the Name of the user you’d like to edit.
Step 3: Edit the record
In the ‘User Details’ section, you can change basic information about the user's record, including their email address, password, name, user type, and profile image.
Note: While you can manually change the user’s password here, this will not unlock a locked user account after too many failed login attempts. You must check the box to force a password reset instead.
You may also edit the user’s assigned Roles for administrative access or their assigned Permission Sets on the Users page. Each section has an ‘+ Add’ button to grant access, checkboxes to mark a Role or Permission Set as active or inactive, and trash icons to delete the Role or Permission Set.
Step 6: Save the record
Close out of the pop-up window and select ‘Save Record’ from the Record Options palette.
What else do you need help with?
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Understanding Administrative Access for Standard Users (Legacy Permissions)
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Not what you’re looking for? Navigate to overview
How do I edit a user account in Apricot? | How do I change a user’s email, password, or name? | How do I update a user’s Roles or Permission Sets? | How do I force a password reset for a user? | Why can’t I unlock a locked user account by editing the password? | How do I mark a Role or Permission Set as inactive? | How do I safely update a user without overwriting historical data?