Administration of Users & Permissions

Topics

How to add a new user

Invite your colleague to Aptien and send them an invitation that shows up in their email. ...read more

How To Invite User

In this article, you will find out how to invite a user in Aptien, or how to restore/create their access. ...read more

How to Add an External Collaborator

External Collaborators are added similarly as you would add a normal user, except you share specific items, tasks, an... ...read more

How to Assign a Manager License to a User

Learn how Aptien administrators assign a Manager license to a user, including role, supervisor, and group settings, p... ...read more

How to Manage Settings for Managers

Learn how Aptien administrators manage roles and permissions for Manager-license users, including access levels, cate... ...read more

External Collaborator

A external collaborator is a type of user that can access the information they were given access to. ...read more

How to Assign an Active Employee License to a User

Learn how Aptien administrators assign an Active Employee license to a user, including role, supervisor, and group se... ...read more

How to Set Up Active Employee Users

Learn how to set up Active Employee (intranet) users in Aptien, assign roles and permissions, and create users indivi... ...read more

How to Delete a User

Learn how Aptien administrators delete a user account, including removing the user's license first and updating Emplo... ...read more

How to replace a user

First of all, you have to delete the unwanted user and then add a new one. ...read more

How to Turn on Policy Settings for Policy Admins

In this article, you will learn how to assign permissions to a company policy administrator. ...read more

How to Add Multiple Users

Learn how Aptien administrators add multiple users at once by importing them directly from Employee Organizer instead... ...read more

How to assign a role to a user

The user works in the system based on the assigned role. ...read more

How to create new role

How to create or create a new role if the standard roles are not enough. ...read more

How to name roles

In this article you will learn how to name and set up roles in Aptien ...read more

How to change role settings

Learn how to change the role settings in this article. ...read more

How to set permissions to run inventories

This article describes how to set permissions to set up, manage and run inventories. ...read more

How to set password policy in Aptien

In this article you will learn how to edit the password policy for Aptien ...read more

How to setup an employee directory

In this article you will learn how to set up an employee directory ...read more

How an Access to Organizers Works

Access to Organizers is based on your assigned role in Aptien, which an administrator sets up according to your job t... ...read more

How to set permissions on activity plans.

In this article, you will learn how to set permissions on activity plans. ...read more

How to set permissions to the groups of details

Learn how to set permission on detail groups here ...read more

How to set access to categories

You can only give users access to certain categories, so this is an additional level of permission ...read more

How to limit access to all items

Use item access restriction when you want to give users access only to items that they create. ...read more