Company and Admin Settings
Company and Admin Settings
Setting Up Teams in Aptly
Use teams to organize your company and processes.
User Roles and Permissions
Breakdown of roles and permissions in Aptly
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.
Setting up CSAT Surveys
Use CSAT surveys in the Inbox and on boards.
Company Happiness Dashboard
Easily view your company rating based on CSAT surveys from your customers.
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.