Skip to main content
Add a New User and Assign an Apto License
Click on the gear icon located in the top right corner and click on Setup.
In the Quick Find search in the top left corner of your screen, type and click on “Users”.
Click New User.
Fill out the New User’s information. Select "Salesforce Platform" in the User License menu. Select the desired Profile Type for the new user, and click Save.
- Scroll down to the Permission Set Assignments and click Edit Assignments
- Add the Apto x7 Permission Set to the user
- Click Save
In the Quick Find search, type "installed" and click on Installed Packages.
Click on Manage Licenses to the left of “Commercial Real Estate Broker”.
Click the check box for the user you would like to add, and click Add.
Finally, click Save.
Uncover all the functionality of our Document Editor. Learn how to create and customize documents, add photos, and more!
Articles focused on our Property Inventory Plugin which is the feature used to power your website.
Learn how to connect to supported syndication channels, list properties, update the status of a listing, and more.
documents, plugins, listings