Welcome to our Onboarding Guide for Client Access! This guide will walk you through the essential steps and best practices to ensure a smooth setup and successful deployment.
Navigation: My Admin > Users
To add a client user, you have two options
Select ‘New User’ to create the user individually.
Select ‘Import Users’ to create users in bulk by utilising the provided template CSV file.
In either instance, ensure you have populated the ‘User Type’ as ‘Client’.
When creating an individual user ensure these fields are populated, see image below:
When bulk importing users please ensure these fields in the CSV file are populated, see image below:
User Permissions
Navigation: My Admin > Users
To edit the user permissions for clients:
Select ‘Action’.
Select ‘Edit’.
In the Companies section, select the client’s company.
In the Modules section, select their permissions.
Once you have completed the previous steps, you can provide the client with their login credentials.
Client Access
The client can now access Capium by using their login credentials. All client users have access to the Hub for their own company but the rest of their access is dictated by the permissions you have set for them.
Navigation: Payroll
In Payroll, the client will only have access to:
Employees (Not able to add or delete)
Departments
Manage Claims
Timekeeping
Payslips
Auto Tax Code
They have access to the following reports:
Payroll Summary
Periodic Tax and NI
Additional Reports
Departmental Report
Navigation: Bookkeeping > Select Clie
In Bookkeeping, the client will have access to the permissions you have set for them.
Capium Business App
You can also use Capium’s Business App to receive data from clients much quicker, please see the article link below:
https://capium.freshdesk.com/support/solutions/articles/9000166075-capium-business-app
Congratulations! You've completed the essential steps to set up your Client Access. If you encounter any issues or require further assistance, don't hesitate to reach out to your account manager.