When a standard user needs access to functions or features in Apricot that are usually reserved for administrative users, administrative access can be assigned to the standard user without changing their user type.
Note: There are several functions standard users cannot perform even if they are assigned all administrative roles, including:
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Editing Administrator user accounts
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Toggling Standard Features on or off (ex. Auto Search, Record Audit, User Record Level Access, Secure Web Forms)
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Full access to all Forms/reports/records (access still depends on the user’s Role(s))
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Building Intake forms
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Merging folders
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Building Workflows
The product areas with available roles correspond with the categories found in the Administrator view of Apricot’s navigation bar (ex. Form Designer, Report Center). For example, if a staff member has typical standard user access to Forms and other features around Apricot, but they're assigned roles to build new reports for their program, that user will have the Report Center category on their navigation bar to host the Report Builder tool where other standard users may not.
You can give standard users administrative access to various tasks in the navigation bar from their User Details page. Select a user on the 'Users' page under Access Control, then click Edit to view the Assigned Roles section. Expand the available Product Areas, then click on each role you wish to link to the user's account. Save the record to confirm your changes.
If there is a certain category that you’d like a standard user to access in their otherwise-limited navigation bar, visit the articles below to learn what additional access is available through its assigned roles.
Feature Availability
Assigned Roles are a standard feature available to all Apricot organizations on Legacy Permissions (as opposed to Role-Based Permissions).
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What else do you need help with?
How do I assign administrative roles to a standard user in Apricot? | What functions can a standard user perform with administrative access? | How do I edit a standard user’s Assigned Roles in Apricot? | Which administrative tasks are restricted for standard users? | How do I give a standard user access to Report Center or Form Designer? | How do I manage product area roles for standard users in Apricot? | What is the difference between standard and administrator user capabilities in Apricot?