People
Admin › People lists everyone with an account. The first button steps between:
- Staff: the people who work in Aptli;
- Residents: the people who sign in to your organization's public portals, where it runs them;
- Requests: people asking for an account, with how many are waiting.
Staff
Search by email address. Filters narrows by whether people are signed in and shows deleted accounts.
Press an email to open that person: their name, title, department and division, phone, language, roles, admin rights, notification choices and qualification dates. The Security section holds their admin rights and recent sign-in activity.
A person's row ⋯ holds Send invite, or Resend invite once one has gone, and Reset lockout timer for an account paused after failed sign-ins.
Adding people
Add opens a new person, or a spreadsheet import on its Multiple records tab. New people and edits wait on this device, with a count, until you upload them. Uploading can also send the invitations: the upload menu offers Submit and invite, with the number of invitations it will send.
An invited person receives an email with a link to choose a password.
Changing many people at once
Tick people, then open the bulk panel to:
- set a title, department, division or other property on all of them;
- Suspend all or Unsuspend all: a suspended account cannot sign in;
- Logout selected: ends every session the selected people have open;
- delete or restore them.
Suspending and signing out ask you to confirm. Your own account is left out of a suspension.
Access requests
Requests lists the people who asked for an account from the sign-in page. Approve creates the account and uses a licence seat. Decline refuses the request. Both ask you to confirm. A declined request can be restored.
Counts and export
The count menu breaks people down: locked, invitations waiting, administrators, single sign-on, verified phone numbers, and licences in use against the number your licence allows. The same menu exports the list, as filtered, to CSV or Excel.
Security check and guest links
For people with the right to manage admin rights:
- Security check reviews how your people sign in and lists what to tighten, one check at a time, with what each check means.
- Guest links lists every live link that lets someone without an account act on one record, and revokes any of them. See Identity tiers.
Seats
Staff accounts use licence seats. A banner appears when you near the limit. When the seats are used up, or a trial has ended, adding people is paused until seats free up.
Roles
Roles, beside the first button, opens the Roles window. See Roles.