It’s a new year and we’ve made some big changes. Check out Apsona’s all-new pricing bundles for your organization!
Find the right level of access for every user of your team.
Full access for users who need to create, customize, and manage data in Apsona, including building reports, configuring views, creating merge actions, and assigning licenses.
Limited access for users who need to interact with data without full configuration capabilities, including viewing reports, using Grid views, and executing predefined actions like merges.
Builder licenses provide complete access to Apsona’s functionality for users responsible for building, customizing, and managing data workflows.
With the Builder license, users have access to:
Users have full access to the Apsona interface, including the ability to create and manage single/multi-step reports, configure views, customize layouts, and manage licenses.
Builders can perform imports, updates, and mass actions, making it easy to maintain and manipulate large datasets. They can also create and manage document generation processes, including merge actions and scheduled automations.
The Builder License intentionally includes:
This license includes access to all Apsona features, including reporting, grids, dashboards, and administrative configurations.
Users can create, edit, and clone both single-step and multi-step reports, as well as build and manage dashboards based on organizational needs.
Tools for configuring, customizing, and maintaining Apsona at scale:
Builders are responsible for setting up and maintaining Apsona functionality, including configuring user access, creating buttons and actions, and defining data processes.
The platform can be tailored to fit specific business requirements, enabling Builders to design workflows and structures that support their organization’s goals, such as, embedded Apsona views on Salesforce record pages.
Ensures consistent and controlled configuration practices, allowing organizations to safely scale customizations while maintaining data integrity and operational reliability.
Apsona’s Viewer license is designed for users who need access to data without full configuration capabilities. It provides a focused, efficient experience for reviewing information and taking key actions.
Access and run available reports, including single-step and multi-step reports. Users can adjust filters for individual runs without changing saved report settings.
Execute predefined actions such as document merges directly from buttons or links. Outputs can include Word, Excel, PDFs, and Emails.
Use Apsona’s grid functionality to view and interact with data in a structured, spreadsheet-like format.
Advanced capabilities such as imports, building reports, and administrative setup are reserved for Builder licenses.
Apsona’s License Management feature streamlines the process of managing and assigning Builder or Viewer licenses, making it a straightforward task for administrators. This feature ensures that each user in your organization has the appropriate level of access.
