The webinar explores the multifaceted functionality of programs within the Apricot software. Programs serve three main purposes: organizing data, securing sensitive information, and customizing the user experience. Administrators can structure programs based on criteria like active vs. alumni clients, geographic locations, or specific service offerings. This hierarchical program structure allows for granular control over data access, ensuring users only see the information relevant to their roles.
The webinar delves into the various options for assigning records to programs, both for new data entry and updating existing records. Users can manually select programs, have records automatically assigned based on the associated program or the user's program access, or leverage bulk update tools like the data import feature. Maintaining the relationship between tier one and tier two records is crucial when making program assignment changes to avoid losing data accessibility. The webinar also covers the "ignore program assignment" setting, which provides a temporary workaround for overriding program-based security.
Keep Your Data Organized & Secure Apricot Program Assignment Options Presentation Slides
