Getting Started
APEX is the system of record for an aviation-aftermarket operation: work orders on the shop floor, stock on the shelf, quotes going out, purchase orders coming in, certificates riding with every unit, and the money posting behind all of it — one console, one login, every trade in one place. This page gets you from the sign-in screen to knowing your way around.
Signing in
Your account is created one of two ways: your workspace’s owner or admin adds you from Team → Members (you receive an invitation link to accept), or — for a brand-new company — you create an account and a workspace yourself from the sign-up page.
- Open your APEX address in the browser and go to the sign-in page — “Welcome back — Sign in to your APEX workspace.”
- Enter your Email and Password, then click Sign in.
- If your account has two-factor authentication enabled, the form asks for an Authentication code — enter the 6-digit code from your authenticator app and click Verify. (Two-factor is set up per user under Settings → Security.)
Forgot your password? Click Forgot password? on the sign-in card, enter your email, and follow the reset link — it expires in 1 hour, so use it when it arrives.
Too many failed attempts pause sign-in for a minute — “Too many attempts. Please try again in a minute.” Wait it out rather than retrying.
Finding your way around
Screen: The APEX console. Down the left, a sidebar: your workspace’s logo at the top, then navigation grouped under Modules (Command, Quotes, Pipeline, Sales Orders, Purchase Orders, Work Orders, Repair Orders, Inventory, Customers, Vendors, Accounting, Reports, Team, Settings) and Apex Platform (Build, Plugins), with a Coming soon group at the bottom. Your name and email sit at the bottom of the sidebar. To the right, a title strip names the current module, and below it the module’s screen fills the page.
Three things to know about the frame:
- The sidebar is the map. Some entries expand into children — Work Orders opens into Orders, Hold Board, and Material Readiness; Team into People, Members, Roles, Requests, and Audit. Entries tagged SOON (and the whole Coming soon group) are planned, not built — nothing behind them yet.
- Installed plugins appear at the bottom of the Modules group — Analytics, AOG Desk, Chat, and the rest are opt-in features your workspace turns on from the Plugins module. See Plugins.
- The account menu opens when you click your name at the bottom of the sidebar. It holds Appearance (the Light / Dark theme toggle), your active Workspace, Send feedback, and Sign out.
And three habits that work on every screen:
- Lists share one toolbar pattern: a search box, filters, a Columns menu (show, hide, reorder — your arrangement is remembered), and a Load more button on long lists.
- Click a row and most lists slide in a peek drawer — a summary with actions, so you can work without leaving the list. Creating and editing happens in the same kind of drawer.
- Color means state. Status pills, KPI tiles, and chips turn amber or red when something
needs attention. Status codes themselves (
AOG,SV,IN_WORK) are system values and always display in English.
Switching language
The console ships in English and Spanish, per user.
- Open Settings in the sidebar and pick the Language tab.
- Under “Display language”, click English or Español.
- The console re-renders in your language and confirms — “Language updated.” The preference is saved to your browser, so it holds on this device.
Some texts come from the server or are system codes and display in English regardless of
language — KPI labels like OPEN WORK ORDERS, status values like SHIPPED, and a few frame
strings like Sign out. The Spanish guides quote them exactly as the screen shows them.
Your workspace and your role
A workspace is your company’s own space in APEX — its data lives in its own isolated database, and nothing is shared between workspaces. Within it, what you can see and do is set in the Team module:
| Level | In plain terms |
|---|---|
| Owner | Runs the workspace. Full access, everywhere. |
| Admin | Same reach as an owner for day-to-day administration — team, finance views, plugins. |
| Member | The working tier for most of the team. Full use of the operating modules, minus owner/admin surfaces (finance overviews, team administration, plugin installs). |
Two refinements sit on top of the tier:
- Custom roles (Team → Roles) — named permission sets your admins build from a matrix, for finer control than the three tiers.
- Data scopes (Team → Members) — a member can be limited to specific customers and vendors. Scoped members simply don’t see other accounts’ orders, quotes, or records. Owners and admins are never scoped.
Team administration — Members, Roles, Requests, and the access Audit log — is visible to owners and admins only. Team → People, the employee directory, is the exception the whole team can see.
Opt-in features are decided per workspace too: owners and admins install plugins from the Plugins module, and they appear for everyone at once. See Plugins.
Where to get help
- Search this Knowledge Base — the search box in the header finds answers across every guide, in your language.
- The FAQ — short answers to the questions teams ask most.
- The Build module — the in-product channel for feature requests: describe what you need and track it from the same screen.
- Send feedback — in the account menu, for quick reports without leaving your screen.
- Your APEX contact — for anything urgent, account-related, or commercial.
Ready to work? Pick your job in Quick Starts by Role.