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Apricot  ·  15 Mins  ·  For: Onboarding

Managing User Accounts

Session Description: Walks administrators through best practices for creating, updating and removing user accounts.

Audience: Admins

The webinar focuses on best practices for managing user accounts within the Apricot platform. The presenter explains that user accounts provide individual access to the software, with unique usernames and passwords required. When creating new accounts, administrators must assign the user to at least one role and program, as the software does not automatically grant permissions. The session walks through the step-by-step process, including entering user details, selecting the appropriate site(s), and optionally enabling "site admin" access for certain standard users.

The second half of the webinar addresses password security and account management. The presenter notes that users are responsible for creating their own passwords upon receiving the login invitation, which helps maintain confidentiality. Administrators can also reset passwords or send reset links as needed. Additionally, the session covers updating user details, such as name changes, as well as deactivating accounts for departing employees to preserve data integrity. Attendees are encouraged to leverage Apricot's support resources if they encounter any challenges while managing user access within their live system.

Managing User Accounts Presentation Slides

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