Account and administration
Company and Admin Settings
Setting Up Teams in Aptly
Use teams to organize your company and processes.
User Roles and Permissions
Create and assign user roles, understand current permission controls, and verify board, inbox, AI agent, screening, and administrative access.
Guest Users: How to Add Them and What They Can Do
Guest users can be added for limited access users for specific processes or cards.
What are Monitored Inboxes?
Monitor your teams inboxes.
Auto-Sharing Conversations
Automatically share conversations from designated contact types with everyone in your organization.
Setting and Understanding Response Time Expectations
How to create and monitor response time goals and SLAs.
How to Offboard a Team Member
How to remove a past team member from your account.
Enabling and Using Reviews in Aptly
Use CSAT or NPS surveys in the Inbox and on boards.
Accessing and Understanding Your Company Happiness Dashboard
Easily view your company rating based on reviews gathered through conversations and boards.
How to Get my Google Review Link
Locate and share your Google Review link
How to Limit Access to Boards
Set privacy settings at the board level.
Invite Teammates & Create Teams
Configure your basic company and account settings, set roles and permissions, and invite your team to Aptly.
What are CSAT Surveys?
Gauge your customers’ satisfaction with CSAT Surveys.
Customize Your Aptly Interface Appearance
Create a custom theme to use with your team in Aptly.
Subscription and billing
How to Manage Your Subscription
Make changes to your subscription like adding users, updating the billing contact or payment method, upgrading your plan, and learning more about Aptly’s additional services.
How to Switch Payment Method to ACH
This article details how to move from credit payment to ACH
How to View Invoices and Details in Aptly
Access your invoices and details of your subscription and screening charges.