Use My Profile to update your contact details, photo, email signatures, and personal defaults.
Before you start
- Sign in to the Aptly account you want to update. This guide covers your own profile.
- Connect the inbox, calendar, or phone line you want to use before selecting it as a default.
- Your role and company settings control which account options are available. Ask an administrator if a setting you need is missing.
Changing your email address can affect how you sign in. Check with your administrator before changing login details, especially if your company uses Google or Microsoft authentication.
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
The profile header includes account controls. Some options depend on your permissions and company settings:
1. Grant Support Access
This option is used only when requested by the Aptly Support team.
Granting access allows Support to access your account for 24 hours to troubleshoot a specific issue. You can revoke access at any time. See Granting Support Access.
2. Change Password
Change Password sends a password-reset link immediately; it does not open an editing dialog. Use it only when you intend to reset your password.
Password access requires both the Can Change Password role permission and Login With Password enabled in your organization's settings. If the option is unavailable, ask your administrator to confirm your company's sign-in policy. Do not use this button to troubleshoot Google or Microsoft sign-in.
3. Set Default Mail Client
Use this option to set up Aptly as the handler for email links (mailto:) in your browser. Follow any browser prompt, then check an email link to confirm the selected handler.
4. Save Profile
After editing your profile fields, click Save Profile. This button appears at the top and bottom of the page.
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:
- Under Profile Photo, select Update Avatar.
- Choose the photo you want to use and follow the on-screen image requirements.
- Save your profile and check that the updated photo appears.
Status
Select Update your status to add a short message for your team, such as “In a meeting” or “Out for lunch.”
Role and Permissions
Scroll down to view Role.
Your role determines what permissions you have across Aptly. Viewing your role here does not change those permissions. Contact an administrator if your role or access needs updating. See User Roles and Permissions.
Inbox Signatures
Open and manage signatures
- Open My Profile and find Signature.
- Select Manage signatures to open Signatures.
- Use My Signatures to review existing signatures. If no signatures are listed, use Create a signature. The Builder tab provides signature-building controls.
- Select or create the signature you want to work on and follow the controls shown to edit and save it.
- Before sending an email, preview the signature in the message and confirm the sending inbox is correct.
Troubleshooting signatures
- No signatures are listed: Use Create a signature to set one up.
- An image is missing or broken: Open the signature, check the image, and save it again. Preview a message to verify the result before sending.
- The wrong signature appears: Review the selected signature and sending inbox. If a template uses Active User Inbox Signature, check the active user's signature and preview the completed message.
- The problem continues: Send Support the affected inbox, template name if applicable, and a screenshot of the result. Do not send a test message to a customer just to diagnose a signature issue.
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.
Account Settings
Review these personal preferences under Account Settings:
- Default Inbox: Select your preferred sending inbox.
- Default Calendar: Select your preferred calendar.
- Default Phone Inbox: Select your preferred phone inbox.
- Default Ring Location: Choose Not set, Phone, or Browser (Aptly App).
- Timezone: Select your time zone.
- Default Landing Page: Choose Boards, Dashboard, or Inbox.
Always check the inbox, calendar, or phone line selected for the specific message, event, or call you are working on.
After updating your preferences, click Save Profile.
Audio devices and browser calls
Under Audio Devices, review your Microphone and Speaker selections. Use Test microphone and Test speaker to check your devices before a call.
Under Browser Calls, review Incoming Call Focus Mode for your browser-calling setup.
Verify your changes
- Click Save Profile after editing your profile.
- Reopen My Profile and check that the edited details and selected defaults are retained.
- Before sending an email, check the selected sending inbox and preview the signature. Check the calendar or phone line selected when creating an event or making a call.
If something is missing or did not save
- A default account is missing: Confirm the inbox, calendar, or phone line is connected and that you have access to it.
- Your changes are missing when you return: Make the change again, click Save Profile, and check for a validation or error message.
- A role, team, or sign-in option is incorrect: Ask your administrator to review your access and company settings.
- The problem continues: Contact Support with the setting name, the steps you took, and the expected versus actual result. Do not include passwords.