The Aptly Access widget can be added to either your Units board or your Leases board using the same setup process. Many teams choose to add it to both boards so they can quickly access Aptly Access information no matter where they are working.
Once configured, the information is shared across both locations. This allows your team to:
- Provide access codes to renters directly from the lease or the unit
- View which residents have been invited
- Manage Aptly Access information without navigating between boards
How to Add the Aptly Access Widget
Step 1: Open Your Board
Navigate to either the Units board or the Leases board.
Step 2: Open Advanced Settings
Click the Advanced Settings icon on the board.
Step 3: Open Card Options
Select Card Options.
Step 4: Open Card Detail Settings
Click Card Detail.
Step 5: Add a New View
Select + View to create a new view.
Step 6: Name the View
Title the view:
Aptly Access
Step 7: Add the Widget
After the view is created:
- Click Add Widget
- Scroll down to Aptly Access
- Select Display and Manage Aptly Access
Step 8: Resize the Widget
Resize the widget as needed to fit your preferred layout.
Your Aptly Access widget is now ready to use.
Recommended Additional Widget Setup
To make it easier to invite renters and manage access information, we recommend adding an additional Card Details widget to the same view.
This allows important information to remain visible alongside the Aptly Access widget.
Recommended Fields to Include
Depending on the board you’re using, consider adding:
- Residents or Contacts
- Unit information
- Lease information
- Any other fields your team references when inviting renters
Typically, the most important information is:
- The renter/contact information
- The associated unit
Having these details visible in the same view helps streamline the process of sending invitations and managing renter access.