Aptly lets you configure static company information that applies across the entire platform. This includes company addresses, phone numbers, branding, and user role settings.

<aside> 💡 We recommend only allowing users with an Admin role to adjust these settings. For more information on User Roles and Permissions, scroll down to How to Create and Configure User Roles and Permissions.

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How to Edit Company Info

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  1. Click your avatar in the upper right and select Settings.

  2. Click Company Info and Team.

  3. Click Edit Info.

  4. Enter your company name, address, time zone, phone number(s), and website.

  5. Upload your logo by clicking on Select Image. Aptly supports .jpg and .png files only. The image will be resized automatically.

  6. Select your business hours. Toggle "Enable" on/off to disable any days your business is closed. This setting is important since Inbox Rules for response times use these business hours. These hours also affect boards and board automations.

  7. Check Set Holidays to set up company holidays by selecting the appropriate dates on the calendar.

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  8. Click Save.

How to Create User Roles and Configure Permissions

Aptly includes default user roles and permissions with every new account. You can customize each User Role's Permissions through the roles & permissions editor.

<aside> 💡 Changes will take a few minutes to update across all accounts for all roles and permissions.

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Each Role’s Permissions differ based on User Role Type. For example, Admin Permissions are slightly different than Team Member Permissions.

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