Manage Your Aplos Settings
The Settings tab is available to a user who has an Administrator role.
- Org Info: You can add and update your organization’s name, tax identification number, address, fiscal year, currency, website, and logo. You can also update communication settings so that email communications from Aplos make it to the correct inbox. Lastly, you will also find more information on our open API. See the guide for configuring Org Info
- Users: You can add new users to your account and give them a specific role to access all, or portions of the software. See the guide for Adding and Managing Users.
- Subscription: You can manage your subscription, change your billing cycle, and update your credit card for payment. See the guide for How To Manage Your Subscription
- Activity Log: Allows an Administrator to view which users have worked in the software and what they’ve done.
- Email: Optional configuration to send emails from the Aplos system using your organization's custom domain. See the guide for Authenticating an Email Domain.
- File Box: Images, logos, images of receipts, or other organization documents uploaded in the system are stored in this location and can have various levels of privacy.
- Partners: Provide more information about linking your Aplos account to one of our partners so that the two systems can share information for faster data entry.
- Notifications: An optional add-on feature to receive email notifications when balance thresholds are met for funds or tags. See the guide for Notifications.
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