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Click on the gear icon located in the top right corner and click on Setup.
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In the Quick Find search in the top left corner of your screen, type and click on “Users”.
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Click New User.
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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
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In the Quick Find search, type "installed" and click on Installed Packages.
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Click on Manage Licenses to the left of “Commercial Real Estate Broker”.
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Click the check box for the user you would like to add, and click Add.
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Finally, click Save.
