Getting started: System admins

Welcome to Apto! Here is how to get your users access.

 


Creating A New User

From the Apto homepage, click "setup."

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Navigate to "Manage Users" on the left. Select "Users" and then click "New" near the top of the page.

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Here you will be able to enter a new user's information.

Complete:

  • First and last name (the alias will autopopulate)
  • Email address (the username will populate in the email)

On the right side of the page, select "Salesforce Platform" as the User License and choose the appropriate profile.

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Scroll down the page. Complete user's address and time zone and click "Save."

After clicking "Save," an email will be sent to the new user with a link to activate their account and create a password.


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Granting New Users Access to the Apto Package

Once a new user is created they will need to be added to the Apto package. To do this, you'll need to:

  • Navigate to "Installed Packages" under "Develop" on the setup page.
  • Click "Manage Licenses" next to Commercial Real Estate Broker.

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Then click "Add Users." You will be taken to a screen where you can add users that have not already been given access to the Apto package.

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Technical Support

If you can't find what you're looking for in the Knowledge Base or have additional technical questions, you can contact support at support@apto.com or by calling (832) 589-1949