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How do I give standard users Report Center access? (Role-Based Permissions)

  • February 4, 2026
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Follow the steps listed below to learn how to give standard users Advanced Access to Report Center tasks in their navigation bar.

 

Step 1: Navigate to the user

In the Administrator view of Apricot, expand Access Control in the navigation bar and select Users.

 

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A list of users in your Apricot site will be displayed in the Account Management app. You can type a name in the Search Field or use the Programs or Roles dropdowns to filter the results. Select the standard user you want to edit access for.

 

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Step 2: Select Advanced Access tasks

Scroll to the Advanced Access section at the bottom of the User Details page. Click the ‘+’ icon to expand the Report Center category and check the box next to each task you want to assign the standard user.

 

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Once a task is selected, the gray toggle to the right of the category name will turn yellow, indicating that the standard user has access to some administrative tasks.

 

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Clicking the toggle itself will select every task within the category. The toggle will then turn green to indicate the standard user has all available administrative access.

 

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  • Reports: The user can create and edit reports using the Report Builder tool.

    • Note: You must first create a Category for the user to place reports into or give them ‘Edit’ permission to an existing Category within their Role(s), as they will not have access to create a new Category. They will only be able to create new reports by default.

    • Note: Granting ‘Edit’ permission to an existing Category will also give the user access to edit any reports within that Category.

  • Aggregate Reports: The user can create and edit Aggregate Reports.

    • Note: The user must also be granted Advanced Access to Reports to edit Aggregate Reports using the Report Builder tool.

  • Data Archives: The user can export data from forms they have ‘View’ permissions for within their role(s) through the Data Archives tool.

 

Step 3: Update their Advanced Access

To save the adjustments made to a standard user's Advanced Access, click the "Update" button at the bottom-right of the page.

 

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What else do you need help with?

 

How do I give standard users Report Center access in Apricot? | How do I assign Advanced Access tasks to a user? | How do I let a user create and edit reports? | How do I give a user access to Aggregate Reports? | How do I let a user export data through Data Archives? | Why can’t a user create a new report category? | How do I update a user’s Advanced Access in Apricot?

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