Frequently Asked Questions

Getting started with Aptly is easy. Below are answers to common questions.

Can we trial Aptly or run a proof of concept?

Aptly does not offer a self-guided free trial. However, we do provide tailored demonstrations using a sample of your organization’s existing authorities. By loading selected entries into a private demo environment, we show exactly how your current delegation and signatory structures would appear and operate within Aptly.

Where is Aptly hosted?

Aptly is hosted on Microsoft Azure with support for multiple regions, including the United States and European Union. Additional regions are available anywhere Azure operates. Customers may select their preferred data-residency region, and private deployments can be supported when required.

Does Aptly support regional data residency requirements (e.g., US, EU, Canada)?

Yes. Aptly can be deployed in the region that aligns with your regulatory and data-residency needs. All data remains stored and processed within the region you select.

Is Aptly SOC 2 compliant?

Yes. Aptly maintains a SOC 2 Type II certification, verified through annual independent audits. Our Trust Center provides visibility into our security controls and compliance posture

Does Aptly support GDPR?

Yes. Aptly is fully aligned with GDPR requirements and offers EU-region hosting, configurable retention periods, and point-in-time record recall to support regulatory and audit needs.

Can Aptly manage signature specimens?

Yes. Aptly supports secure signature specimen capture. Our electronic signatures are globally recognized and legally binding, in most countries offering the same legal standing as traditional ink signatures on paper. Capture protocol is compliant with the following standards: ESIGN Act, UETA, eIDAS.

Can we import our current authority matrix or signatory list?

Yes. Aptly supports bulk import through structured templates. During onboarding, customers typically provide their existing matrices or signatory lists, and we help map them into the platform.

How does Aptly handle audit logs and version history?

Aptly maintains an immutable audit log and full version history of all authority and delegation records. Users can view any record “as of” a specific date without needing archived spreadsheets or manual files.

How long does implementation typically take?

Aptly provides guided onboarding, a structured implementation workbook, and hands-on support from our Customer Success team.

Most implementations take 4–12 weeks, depending on the number of entities, integration requirements, and the complexity of existing authority structures.

Does Aptly support Single Sign-On (SSO)?

Yes. Aptly supports SSO via SAML and OIDC and works with leading identity providers such as Azure AD/Entra, Okta, Ping, OneLogin, and others.

Does Aptly support SCIM user provisioning?

Yes. Aptly supports full SCIM provisioning, including automatic user creation, attribute updates, group/role assignments, and deprovisioning.

Which HRIS and ERP systems does Aptly integrate with?

Aptly integrates with platforms such as Workday, SAP SuccessFactors, Oracle Fusion, and Microsoft Dynamics 365. Additional integrations are available through our public API and upcoming marketplace connectors. You can view a full list of pre-built connectors here.

Does Aptly automate creation and revocation of delegations?

Yes. Aptly can auto-issue delegations for new hires or role changes and auto-revoke them upon termination or organizational change. Delegations can also be flagged for review when personnel changes potentially invalidate them.

Does Aptly have a public API?

Yes. Aptly provides a comprehensive REST API covering users, groups, authorities, delegations, audit logs, and integration workflows. Full API documentation is available at https://docs.aptlydone.com.

Does Aptly support multiple entities and currencies?

Yes. Aptly is built for complex, multi-entity environments and supports managing signatory and delegation rights across entities, business units, and currencies.

Does Aptly support redelegation rules?

Yes. Aptly supports cascading delegations, redelegation limits, temporary delegations, and conditional rules to model even highly complex governance structures.

Can Aptly govern approvals made by systems or AI agents?

Yes. Aptly allows organizations to define and track authorities assigned to system accounts, automated processes, and AI agents to ensure accountability and compliance.

What support options are available?

Aptly offers standard support and optional enhanced support packages, including priority response, dedicated success management, and quarterly authority governance reviews.

Can Aptly govern approvals made by systems or AI agents?

Yes. Aptly allows organizations to define and track authorities assigned to system accounts, automated processes, and AI agents to ensure accountability and compliance.