Basic Security Configurations
Profile Defaults
- System Administrator:
- each org must have a System Administrator and is limited to one per fifty licenses
- will ALWAYS be able to view all/modify all Apto data regardless of sharing settings
- can perform configuration of the system and import/export data
- Operations:
- good for associates/assistants that support multiple brokers and marketing managers
- has the ability to read/edit/delete all Apto data regardless of sharing settings
- Broker:
- has the ability to read/edit all CRM data
- can view all Pipeline data
- can edit ‘owned’ Pipeline data
- sharing settings will apply to this profile
Basic Security Settings
- Default: Public CRM, Public Deal Pipeline
- Standard Options:
- Public CRM
- Private Pipeline OR Private CRM
- Private Pipeline (not recommended)
- Deal Team Sharing: enable to allow deal owner to invite collaboration on pipeline records
Standard Apto Configuration
- The total number of configurations cannot exceed 25 line items. Those items can include a combination of the below;
- single or multi select picklists can be configured
- only standard fields will be configured
- each page layout change will be counted as a configuration line item
Configurable values
- Picklist Values
- creating dependent line
- Adding New Fields
- does not include auto number, formula, roll-up summary, lookup relationships, or fields that carry from one tab (object) to another
- Modifying Page layouts
- does not include the creation of record types
- does not include custom dashboards
- Configuring the labels(names) of objects(tabs), fields, and record types
