In My Profile, you can customize your account details, including your avatar image, email signature, and default settings.
Your Profile Settings allow you to customize your personal information, update your contact details, and set your default preferences in Aptly.
Here’s how to access and update your profile:
Accessing Your Profile Settings
From anywhere in Aptly:
- Click on your avatar in the upper-right corner.
- Select My Profile.
This will open your Profile Settings page, where you can view and edit your account information.
Profile Header Options
At the top of your profile, you’ll see four buttons that provide key account controls:
1. Grant Support Access
This option is used only when requested by the Aptly Support team.
Granting access allows Support to view your account for 24 hours to help troubleshoot a specific issue.
2. Change Password
You’ll only see this option if your account is set up to sign in with a password.
Most users sign in through SSO (Single Sign-On) via their email provider, in which case this button will not be available.
3. Set Default Mail Client
Selecting this option makes Aptly your default email client.
This means that if you click an email link (mailto:) anywhere in your browser, Aptly will open to send that message.
4. Save Profile
After making any updates to your profile, click Save Profile to ensure your changes are applied.
Contact Information
In the Contact Information section, you can update your personal and company details, including:
- First and last name
- Title and company
- Email address
- Mobile number and extension
- Company address
Profile Photo
To update your photo:
- Click your avatar on the right-hand side.
- Choose from Aptly’s default avatars or upload your own image.
📏 Photo requirements:
- 125 x 125 pixels
- Under 2 MB
Status
You can set a status message to keep your team informed (e.g., “In a meeting” or “Out for lunch”).
Your status displays on your avatar and in the dashboard.
Role and Permissions
Scroll down to view your User Role.
Your role determines what permissions you have across Aptly (e.g., Admin, Manager, or Agent).
Inbox Signatures
In the Signature section, you can manage your email signatures for each connected inbox.
To edit:
- Select the inbox you want to update.
- Click Edit to open the Signature Builder.
Using the Signature Builder
- From your My Profile Settings, click on Edit in the Signature Box and the Signature Builder window will pop up.
- Add an image for your signature. You can use a picture or a logo. You can also adjust the style of the Avatar in the Avatar Style tab.
- Enter your name, company, title, email, phone number, website, and address. All of these fields are optional and can be left blank. You also have the option to include a review link. Customize your review link under Settings > Company Settings > Review Management.
- Under the Social Tab, you can add all of your social links and the related icon will appear in your signature.
- The Avatar Style tab allows you to adjust the shape (circle or rectangle) as well as the size in pixels.
- Click Save at the bottom of the Signature Builder window when you are satisfied with your signature.
Teams
If you belong to one or more teams in Aptly, you’ll see them listed here.
This helps you confirm your team assignments and communication groups.
Default Settings
Your Default Settings control how Aptly behaves for you day-to-day and are especially important when setting up your account for the first time.
Once you’ve connected your inbox, calendar, and phone, review and set your defaults:
- Default Inbox: Determines which inbox is used for sending messages and automations.
- Default Calendar: Events will be saved directly to this calendar.
- Default Phone Inbox: Sets your phone line when using Twilio for calls.
- Time Zone: Controls how event times and messages are displayed.
- Default Landing Page: Choose where Aptly opens when you log in (e.g., Dashboard, Inbox, or Boards).
After updating your preferences, click Save Profile at the bottom of the page to finalize your changes.
✅ Tip: Setting your default inbox, calendar, and phone right away helps ensure that automations, emails, and scheduled events run smoothly in Aptly.