After your Apricot site is connected to Impact Hub, Apricot Administrators can invite users and manage their access. User management happens at the data connection level and controls who can view dashboards or build reports.
Only the Apricot Administrator who manages the connection can add users, assign roles, or manage seats.
Before you start
Your Apricot site must already be connected to Impact Hub.
You must be the Apricot Administrator who manages that connection.
Users must already be active in Apricot to be added to Impact Hub.
Users will sign in using their Apricot email and password. The email must match their Apricot account.
Available seats determine which roles you can assign. Seat availability is based on your Apricot tier (Enterprise, Pro, or Essentials).
Add a user to Impact Hub
Adding a user allows them to access Impact Hub for your connected Apricot site.
Sign in to Impact Hub.
From the left-side navigation menu, select Data connections.
3. Locate the connected Apricot site you want to manage and select Manage.
4. Select Add users.
5. Begin typing the name of the user you want to add.
Only active Apricot users will appear.
6. Select the user and choose Add selected users.
Newly added users appear with a Pending status until they accept their invitation. After accepting the invitation, users sign in using their Apricot credentials. By default, users are assigned the Reader role. You can upgrade a user to Author after they accept their seat, if available.
Manage users and update access
Once users are added, you can manage their roles and review seat usage from the same Manage view.
From the Manage page, you can:
View all users added to the connection
See each user’s role and invite status
Review available seats by role type
Edit a user’s Impact Hub role (based on seat availability)
To change a user’s role:
Locate the user in the list.
Select the three-dot menu next to their name.
Choose Edit Impact Hub role.
4. Select a new role from the available options and save.
Changes take effect immediately after saving.
Important things to know
Newly added users must accept their invitation before becoming active.
Users are assigned the Reader role by default.
Users with an Author role cannot be directly downgraded to Reader. To change their role, they must be removed and re-invited with the appropriate role.
Seat availability determines which roles you can assign.
If you do not see the Manage option, you are not the administrator for that connection.
If your organization uses an Apricot Sandbox:
Users added to a Sandbox connection may appear with a Reader role.
Users with an Author role in a production connection are automatically granted Author-level permissions in the associated Sandbox connection, regardless of the role shown.