User Profiles:

There are four types of profiles within Apto: Administrator, Broker, Associate & Operations. There can only be one administrator per 50 users on any one account, while there can be an unlimited number of broker, associate, and operations profiles.

The Apto administrator has all functionality, has the ability to make configurations, and customize the application. Admin’s can change and manage the restrictions for all profile types as well.

  • Associate: Profile for research & data entry.

  • Broker: Profile for brokers that use main CRM and Pipeline objects

  • Operations: Profile for marketing & office managers (most similar to Administrator)

Changing a User’s Permission Settings as an Admin:

  1. Navigate to your setup menu by clicking on “Setup” on the gear icon in the top right of your Apto.

  2. Type “users in the Quick Find in the top left corner.

  3. Click on “Users” to see the users in your Apto account, the email address they’re affiliated with and what type of profile they are.

  4. Click on the profile type of the user you would like to edit.

  5. Scroll down the page, under “System” click on System Permissions.

  6. Click Edit to add or remove any permissions of that profile type.

  7. Click Save.

Changing a User’s Profile Type

  1. From your setup menu type in and click on “users in the Quick Find in the top left corner.

  2. Click on Edit to the left of the user’s name to change their profile type.

  3. Click on the menu next to "Profile" and switch to the Profile you prefer.

  4. Click Save at the bottom or top of the page.

Original Article:
Jesse Clifford, Account Manager, July 2021
Last Reviewed:
Tyler Geddes, Customer Education Manager, July 2021

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