The webinar explores Apricot's transition from legacy program-based permissions to the newer role-based permissions system. This updated functionality, released in 2021, simplifies the management of user access and security controls. Unlike the previous rigid, program-specific permission sets, role-based permissions allow administrators to create and apply roles across multiple programs, streamlining the process of granting and updating user access.
The webinar highlights the key benefits of migrating to role-based permissions, including easier management, granular control, and access to new features. These new capabilities include site administrators, which grant standard users advanced management abilities for specific sites, caseloads for assigning participants to individual staff members, and secure fields for restricting access to sensitive data points. The webinar provides a step-by-step guide for the migration process, as well as an overview of potential limitations to consider before making the switch. By understanding the advantages and transitioning to role-based permissions, Apricot users can optimize their data security and user experiences.
How to Migrate to Role Based Permissions Presentation Slides
