Aptly is better when you collaborate with teammates. Once your team is added to Aptly, you can begin to work on processes, assign tasks, and communicate internally.
In this article, you will learn:
- How to add a user to Aptly
How to Add a User to Aptly
Once you've configured User Roles and Permissions (Settings > Company Info & Team), invite your team to Aptly!
- Under Members, click Add User.
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- 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.
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- Under Roles, select the appropriate role type from the drop-down menu. Default Aptly User Roles are Team Member, Manager, Guest User, and Admin. You can add additional roles with different permissions (see: Configure Company Info and Settings).
- Click Save.
The newly invited teammate will receive an email invitation with a link to Aptly.
They will be able to log in through their email provider with SSO (Single-Sign-On) or manually create a password. You can advise your teammate to customize their profile and email signature by reading the article Manage Your Profile.
Frequently Asked Questions
I never got my invite. Where is it?
Check your spam folder. If it’s not there ensure that your email was typed in properly. In order to log in to a new Aptly account, you must click the invitation email.
How do I add a Guest User?
Guest users have limited access to Aptly. They can access all public boards and all locations (portfolios, buildings, units) and leases. In Settings, they can only access their Profile and manage notifications. When adding a Guest User, select Guest User as their role.