Welcome to our Guide for Users in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Users.
How to set up users
- Navigate to “Users” Tab
- Select “+Add User”
- Populate the user details as required
- Select “Save and invite” to email the invite directly to the user
Alternatively, you can import the users in bulk using our sample CSV file. To do this, you need to:
- Navigate to “Settings” Tab
- Select “Import”
- Select “Users”
- Select “Next”
- Select “Download sample file”
- Populate the user details as required
- Select “Browse” to upload file or drag and drop
- If successful, select “Save and Next”
- Select “Done”