Social Solutions is excited to share with you one of our newest features, Role Migration Tool!
Role Migration Tool is a self-guided, opt-in tool that you can use to migrate from old permission sets to a new and improved Role-Based Permissions experience.
Once migrated, you can have immediate access to all of our Role-Based Permissions functionality, like the new Account Management app, Site Admin and Caseloads. Plus, the new Role-Based Permissions experience will save you time and resources, as Roles will act as templates for permissions that you can apply to multiple programs and users at once.
In the webinar recording below, Fallon Thompson, Product Manager, and Chelsea Edwards, Product Marketing Manager, share how you can save time with Role-Based Permissions. The recording includes a demo of the new feature and addresses some common FAQs about making the switch to Role-Based Permissions.
Below the webinar recording, you’ll find the Q&A from the webinar. To learn more about Role-Based permissions, you can always check out the release notes.
Is role-based permissions available for all versions of Apricot? Will it be an extra fee?
Role-based permissions is available for all versions of Apricot (Essentials, Core, and 360)! There is not an extra charge for this new functionality. The only functionality that we demoed in the webinar that is specific to Apricot 360 is site administrators.
Will switching to role-based permissions mean that users will see something different on their end? Will my case managers be confused suddenly?
No, not at all. The account management app will only be accessible by your administrator(s) – same as with current permission sets. Site Admins and Caseloads are optional functionality.
If we migrate to role-based permissions and decide it’s not for us, can we switch back to our old permissions?
Once you switch over, you won’t be able to go back to the old permissions. We have designed this feature as an opt-in, so you have time to plan for any change management and don’t have to opt in before you are ready.
Do we opt-in as an organization, or does each end-user within an agency have to opt-in from their own account? Can my organization migrate one program at a time?
Your organization will just need to opt-in once via your administrator. Once your administrator migrates your organization, it will apply to all end users and all programs. You cannot migrate one program at a time.
Is there a maximum number of site administrators that we can have?
No, there is no cap on the number of site administrators you can have. Site admins are standard users that you can grant certain administrator-level capabilities to. Click here to learn more about site administrators.
Is the caseload feature only available once I have opted into the new role-based permissions?
Yes, Caseloads is only available once you are on role-based permissions.
When you assign a participant to a case manager’s caseload, does it prevent that individual from being supported by another staff member?
No, participants can be assigned to multiple caseloads so that multiple case managers can see the participant’s information and forms.
Does Caseloads restrict what a user can see?
Yes, it does. Caseloads works as an additional permissions tool. Case managers will only be able to see the participants that have been assigned to them in their caseload. Caseloads must be assigned individually at this time – they cannot be set based on a previously set field or via import.
I don’t have the banner for Role Migration Tool in my instance. Can I still opt-in to migrate?
Yes! First, check the Administrator tab in your instance of Apricot to see if the banner is present in your instance. The banner is how you will access the Role Migration Tool. We will be rolling out the banner to organizations in waves, with the next wave getting released on June 4. If you don’t have the banner on your Administrator tab and would like to switch over before it is rolled out to your organization, reach out to our Support team via chat, and they will help get you started.
|_biz_flagsA||1 year||A Cloudflare cookie set to record users’ settings as well as for authentication and analytics.|
|_biz_pendingA||1 year||A Cloudflare cookie set to record users’ settings as well as for authentication and analytics.|
|_biz_sid||30 minutes||This cookie is set by Bizible, to store the user's session id.|
|ARRAffinity||session||ARRAffinity cookie is set by Azure app service, and allows the service to choose the right instance established by a user to deliver subsequent requests made by that user.|
|ARRAffinitySameSite||session||This cookie is set by Windows Azure cloud, and is used for load balancing to make sure the visitor page requests are routed to the same server in any browsing session.|
|BIGipServerab09web-nginx-app_https||session||This cookie is associated with a computer network load balancer by the website host to ensure requests are routed to the correct endpoint and required sessions are managed.|
|cookielawinfo-checbox-analytics||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".|
|cookielawinfo-checbox-functional||11 months||The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".|
|cookielawinfo-checbox-others||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.|
|cookielawinfo-checkbox-advertisement||1 year||Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .|
|cookielawinfo-checkbox-necessary||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".|
|cookielawinfo-checkbox-performance||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".|
|CookieLawInfoConsent||1 year||Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.|
|__atuvc||1 year 1 month||AddThis sets this cookie to ensure that the updated count is seen when one shares a page and returns to it, before the share count cache is updated.|
|__cf_bm||30 minutes||This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.|
|_biz_nA||1 year||This cookie, set by Bizible, is a sequence number that Bizible includes for all requests, for internal diagnostics purposes.|
|_biz_uid||1 year||This cookie is set by Bizible, to store user id on the current domain.|
|bcookie||1 year||LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.|
|lang||session||LinkedIn sets this cookie to remember a user's language setting.|
|lidc||1 day||LinkedIn sets the lidc cookie to facilitate data center selection.|
|UserMatchHistory||1 month||LinkedIn sets this cookie for LinkedIn Ads ID syncing.|
|_gaexp||2 months 10 days 10 hours||Google Analytics installs this cookie to determine a user's inclusion in an experiment and the expiry of experiments a user has been included in.|
|_uetsid||1 day||Bing Ads sets this cookie to engage with a user that has previously visited the website.|
|_uetvid||1 year 24 days||Bing Ads sets this cookie to engage with a user that has previously visited the website.|
|SRM_B||1 year 24 days||Used by Microsoft Advertising as a unique ID for visitors.|
|_BUID||1 year||This cookie, set by Bizible, is a universal user id to identify the same user across multiple clients’ domains.|
|_ga||2 years||The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.|
|_ga_33YSH1JFFW||2 years||This cookie is installed by Google Analytics.|
|_gcl_au||3 months||Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services.|
|_gd_session||4 hours||This cookie is used for collecting information on users visit to the website. It collects data such as total number of visits, average time spent on the website and the pages loaded.|
|_gd_visitor||2 years||This cookie is used for collecting information on the users visit such as number of visits, average time spent on the website and the pages loaded for displaying targeted ads.|
|_gid||1 day||Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.|
|_hjAbsoluteSessionInProgress||30 minutes||Hotjar sets this cookie to detect the first pageview session of a user. This is a True/False flag set by the cookie.|
|_hjFirstSeen||30 minutes||Hotjar sets this cookie to identify a new user’s first session. It stores a true/false value, indicating whether it was the first time Hotjar saw this user.|
|_hjIncludedInPageviewSample||2 minutes||Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's pageview limit.|
|_hjIncludedInSessionSample||2 minutes||Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's daily session limit.|
|_hjTLDTest||session||To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.|
|at-rand||never||AddThis sets this cookie to track page visits, sources of traffic and share counts.|
|CONSENT||2 years||YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.|
|undefined||never||Wistia sets this cookie to collect data on visitor interaction with the website's video-content, to make the website's video-content more relevant for the visitor.|
|uvc||1 year 1 month||Set by addthis.com to determine the usage of addthis.com service.|
|_fbp||3 months||This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website.|
|_mkto_trk||2 years||This cookie, provided by Marketo, has information (such as a unique user ID) that is used to track the user's site usage. The cookies set by Marketo are readable only by Marketo.|
|ANONCHK||10 minutes||The ANONCHK cookie, set by Bing, is used to store a user's session ID and also verify the clicks from ads on the Bing search engine. The cookie helps in reporting and personalization as well.|
|fr||3 months||Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin.|
|loc||1 year 1 month||AddThis sets this geolocation cookie to help understand the location of users who share the information.|
|MUID||1 year 24 days||Bing sets this cookie to recognize unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.|
|test_cookie||15 minutes||The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.|
|VISITOR_INFO1_LIVE||5 months 27 days||A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.|
|YSC||session||YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.|
|yt-remote-connected-devices||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|
|yt-remote-device-id||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|
|_an_uid||7 days||No description available.|
|_clck||1 year||No description|
|_clsk||1 day||No description|
|_dc_gtm_UA-718299-1||1 minute||No description|
|_hjSession_2602456||30 minutes||No description|
|_hjSessionUser_2602456||1 year||No description|
|6suuid||2 years||No description available.|
|AnalyticsSyncHistory||1 month||No description|
|CLID||1 year||No description|
|d-a8e6||1 year||No description available.|
|dpi_test||1 day||No description|
|dpi_utmOrigVals||5 months 27 days||No description|
|intercom-id-rbb6qelf||8 months 26 days 1 hour||No description|
|intercom-session-rbb6qelf||7 days||No description|
|li_gc||5 months 27 days||No description|
|loglevel||never||No description available.|
|referrer||session||No description available.|
|s-9da4||15 minutes||No description available.|
|SM||session||No description available.|
|xtc||1 year 1 month||No description|