Custom Report Manager The Custom Report Manager (CRM) user permission is a powerful feature in Aplos. These user types can be enabled for...
How to Manage Your Subscription Where to Find and View Your Subscription Administrator users can view the organization’s subscription details at any time. You’ll go...
Navigate Settings in Aplos Manage Your Aplos Settings The Settings tab is available to a user who has an Administrator role. Org Info: You...
Notifications For Fund And Tag Balances What Are Balance Notifications? Notifications are designed to easily monitor fund or tag balances, and notify contacts with an automated...
How to Set up Multi-Factor Authentication for Your Aplos Account What Is Multi-Factor Authentication? Multi-Factor Authentication (MFA) is a security system that requires users to provide multiple forms of verification...
How to Set up or Edit My Profile in Aplos The section in Aplos for “My Profile” includes your name, email, phone number, and login information. To access this information,...