Welcome to our Quick Guide for My Admin! This guide will walk you through essential initial steps and best practices to ensure a smooth setup and successful deployment.
Navigation: My Admin > Firm Details
When you start working on Capium for the first time, it's important to complete the mandatory information within the Firm Details section. This includes:
Client ID
Practice name
Email address
Phone number
Address
Business start date
Book start date
Registration number
UTR number
VAT scheme details
Account Office Reference Number
PAYE Reference Number
Navigation: My Admin > My Firm > Agent Credentials
To add Agent Credentials, follow these steps:
Select 'Action’.
Select 'Edit'.
Populate the agent credentials.
Select ‘Save’.
For each section, ensure you provide the following details:
Agent ID
User ID
Password
Contact Name
Company Name
Address
Adding Clients
Navigation: My Admin > Clients
To add clients, you have two options:
Select 'New Client' to create clients individually.
Select 'Import Clients' to create clients in bulk using the provided CSV template.
For each client, ensure you provide the following details:
Client ID
Client Type
Name
Email
Phone
Address
Business Start Date
Book Start Date
Registration Number
UTR Number
VAT scheme details
Account Office Reference Number
PAYE Reference Number
Navigation: My Admin > Contacts
To add contacts, you have two options:
Click on 'New Contact' to create contacts individually.
Use 'Import Contacts' to create contacts in bulk using the provided CSV template.
For each contact, ensure you provide the following details:
Type
Name
Email
Phone
Address
Linking Clients and Contacts
Navigation: My Admin > Clients > Client Specific > Contact Links
To link clients and contacts, you have two options:
Select ‘Add Contact Link’ to link contacts individually.
Select ‘Bulk Contacts’ to assign contacts in bulk.
For each manual contact link, follow these steps:
Select ‘Add Contact Link’ option.
Select Contact Type.
Choose the relevant contact from the drop-down menu ‘Select Contact.’
Select ‘Save’.
Directors Linking
Navigation: My Admin > Clients > Client Specific > Contact Links
To link clients (Ltds, LLPs, and Partnerships) and directors, you have three options:
Click on ‘Add Contact Link’ to link contacts individually.
Use the ‘Bulk Contacts’ option to assign contacts in bulk.
Companies House synchronisation.
For each manual contact link, follow these steps:
Select ‘Add Contact Link’ option.
Select Contact Type.
Choose the relevant contact from the drop-down menu ‘Select Contact.’
Select ‘Save’.
Navigation: My Admin > Clients > New Client > Client Name (Search Bar)
For Companies House synchronisation:
Select the magnifying glass by the ‘Name’ field.
Use the search bar to search for a client name or Companies House registration number.
Select the appropriate client from the populated list.
Select ‘Select Director’ dropdown and select the director.
Adding Users
Navigation: My Admin > Users
User types: ‘Super Accountant’, ‘Accountant’, ‘Staff’, and ‘Client’
Super Accountant: Access to all data and permission control.
Accountant: Access to all modules, with Super Accountant's client access restrictions.
Staff: Limited module and client access, controlled by Super Accountant.
Client: Access to the Payroll and Bookkeeping modules for their company.
To add users, you have two options:
Click on ‘New User’ to create users individually.
Use 'Import Users' to create users in bulk using the provided CSV template.
For each user, ensure you provide the following details:
User Type
Contact
Name
Email
Password
Phone
Address
Once the information is populated, you can assign company/companies and module permissions.
Requesting Backup
Navigation: My Admin > Request Backup
To request a backup:
Select ‘Request’ option.
Provide a description.
Select the relevant request option: ‘Selected Clients’ or ‘All Clients.’
Select ‘Save’.
AML Option
To add AML option to your account:
Sign up with ‘Veriphy’ and populate the relevant information.
Once confirmed by the Veriphy Team, you will be able to do AML checks.
Congratulations! You've completed the essential steps to set up My Admin. If you encounter any issues or require further assistance, don't hesitate to reach out to our support team.