Aptly lets you configure static company information that applies across the entire platform. This includes company addresses, phone numbers, branding, and user role settings. You can also set organization-wide settings that apply to all Aptly users.
In this article, you'll learn:
- How to edit company info
- How to create and configure User Roles and Permissions
- How to invite Team Members to Aptly
- How to manage members
- How to configure your organization (org) settings
How to Edit Company Info
- Click the Settings ⚙️ gear icon in the bottom, left corner of your browser window.
- Click Company Info and Team.
- Click Edit Info.
- Enter your company name, address, time zone, phone number(s), and website.
- Upload your logo by clicking on Select Image. Aptly supports .jpg and .png files only. The image will be resized automatically.
- Select your business hours. Toggle "Enable" on/off to disable any days your business is closed. This setting is important since Inbox Rules for response times use these business hours. These hours also affect boards and board automations.
- Check Set Holidays to set up company holidays by selecting the appropriate dates on the calendar.
- Click Save.
How to Create and Configure User Roles and Permissions
Aptly includes default user roles and permissions. You can customize each User Role's Permissions through the roles & permissions editor.
Each Role’s Permissions differ based on User Role Type. For example, Admin Permissions are slightly different than Team Member Permissions.
Comments
- Edit Comments: Users can edit or delete their own comments after posting them.
Dashboard
- Edit/Manage Dashboards: Manage other users’ dashboards, including deleting or completing tasks/notifications.
- View Dashboards: View other users’ dashboards via the avatar dropdown menu.
Setup
- Full Setup Access: Access all company and subscription settings.
- Invite Guest Users: Invite non-Aptly contacts as guest users for specific boards (limited access, not counted toward subscription).
- Change Password: Set passwords for accounts; requires enabling "Login With Password" in Org Settings.
- Create/Delete Inbox: Add or delete personal/shared inboxes.
- Communication Templates: Create, edit, or delete company-wide communication templates.
- Manage Topics: Add shared topics for company use.
Boards
- Modify Public Board Settings: Edit settings for public boards, including card sources, automations, forms, and templates.
Calendar
- Private Calendar Admin: Full access to all private calendar event details.
- Shared Calendar Admin: Full access to all shared calendar event details.
Phone
- Send Bulk SMS: Send SMS to multiple contacts simultaneously.
- Toggle Call Recording: Turn call recording on/off for outbound calls.
- Block Call Recordings: Remove access to call recordings.
- Manage Shared Numbers: Configure shared phone numbers and automations.
- Manage Paid Features: Enable/disable paid features like call recording and creating numbers via Twilio.
Reports
- View Reports: Access inbox insights and completed review details.
Channels
- Channel Admin: Configure automations and edit inbox settings for any connected inbox.
- Channel Monitoring Access: Allows admin access to view users' personal inboxes with permissions.
- Send Bulk Emails: Send messages to multiple contacts for mass communication.
- Manage Shared Accounts: Configure shared inboxes and user access.
Inbox
- Grant Contact Type Access: Share company-wide conversations tied to specific contact types.
Reviews
- Opt-Out of Review Requests: Disable automatic review requests when archiving emails.
E-Signature
- Countersign Documents: Countersign E-Signature documents.
- Create Documents: Send new E-Signature documents.
Locks
- Manage Locks: Access and manage lock-related information.
Screening
- Accept/Decline Applications: Approve or reject screening applications.
- Request Fraud Checks: Run document fraud checks on attachments.
- Setup Screening Management: Configure screening settings.
- Share Applications: Share the application portal link with others.
- View Credit Reports: Access full credit reports for applicants.
- View DOB: See applicants' dates of birth.
- View SSN: Access Social Security Numbers.
- View Verifast Reports: View bank verification and identity reports.
How to Invite Your Team to Aptly
Once you've configured User Roles and Permissions, invite your team to Aptly!
- Under Members, click Add User.
.png?table=block&id=923d97ba-6b0a-4d5b-9b75-8236c6e806d3&cache=v2)
- Enter the New User's information into the fields provided. You can simply add the New User’s name and email. The User can update their contact information in their Profile Settings.
- Under Roles, select the appropriate role type from the drop-down menu. Default Aptly User Roles are Team Member, Manager, Guest User, and Admin.
.png?table=block&id=2c898d3f-33ed-4f6d-abf1-ecaff16e60ef&cache=v2)
- Click Save.
The newly invited teammate will receive an email invitation with a link to Aptly. Clicking the link in the invitation email will open Aptly in a new window. They will be able to log in through their email provider or manually create a password.
Pending Invites
Any invites you’ve sent will appear under the Pending Invites tab. Here you can cancel the invite or resend the invitation email.
Guest User Permissions
Guest users have limited access to Aptly. They can have access to any boards that they are invited to but do not have access to the Dashboard, Inbox, or Settings.
How to Manage Members/Users
Here you will find all members (Users) with access to Aptly. You can add new users, edit, and delete users.
Clicking on the pencil icon will allow you to edit each user’s contact information, avatar, email signature, User Role, and Teams.
You can view all connected Personal Inboxes for that user.
How to Configure your Organization (Org) Settings
Organization settings allow you to configure global account settings for all users. Each option has a hover over description.