Info & Region
Configure tenant-wide defaults for time zone, date format, base currency, and multi-currency settings, which determine how dates and currency are displayed across the platform (with user-level preferences overriding tenant default where applicable)
Group Types
Manage the group dimensions used across Aptly (e.g., Organizations, Locations, Departments, plus any custom group types), including enabling/disabling group types.
Positions
Create and maintain your organization’s position directory, including adding/editing positions and bulk uploading positions mapped to organizational groups (e.g., organization/location/department).
Decisions
Configure decision governance for the tenant, including Sections/Categories, bulk upload/download of decision data, supported authority value types (currency, number, time, authorized, percentage), and Conditions/Roles.
Delegations
Define how delegations operate on the tenant, including enabled authority types, allowed recipient types, workflow automation options (e.g., auto-issue), global redelegation limits, and delegation-related action generation settings.
Matrices
Control matrix availability and presentation by enabling matrix types (e.g., decision/authority matrices) and configuring matrix sharing options such as external sharing and optional password protection (if enabled).
Documents
Configure document management across Aptly, including whether users can link and/or upload documents, supported document types, versioning fields, and optional document oversight roles and related review/approval action settings.
Actions
Manage the action system used for governance workflows by configuring action templates (default and custom) and action types (system types plus any custom types), including which templates are enabled for users to create actions from.
Manage the group dimensions used across Aptly (e.g., Organizations, Locations, Departments, plus any custom group types), including enabling/disabling group types.
Create and maintain your organization’s position directory, including adding/editing positions and bulk uploading positions mapped to organizational groups (e.g., organization/location/department).
Configure decision governance for the tenant, including Sections/Categories, bulk upload/download of decision data, supported authority value types (currency, number, time, authorized, percentage), and Conditions/Roles.