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Initial Apto Setup
24 articles
Overview of Your CRM Home Page
Salesforce Mobile App
Adding a New User and Assigning an Apto License
Adjusting Time Zone Settings
Enabling Multi-Factor Authentication (MFA)
Permissions and User Profiles
Resetting a User's Password
What Data Can Apto Import To My Account?
Set Up Your Email Signature
Personal Profile Settings
Enabling Task Notifications
Creating a Dynamic Email Signature
Integrating Outlook or Gmail
Creating an Email Signature
How to Update Your Profile Picture
Granting Login Access to Your CRM
Supported Browsers & Devices
How to Reset Your Password
Requesting Help from Salesforce Support
System Admin Responsibilities
Data Permissions Basics
Multi-Factor Authentication (MFA)
How to Display Your Company Logo
Set Up In-App Guidance for User Onboarding & Announcements