How to set up and edit your practice details 

  1. Navigate to the client portal
  2. In the top right hand corner there is an icon of a gear, click this
  3. Select “My Business”
  4. Select either “Company” or “Individual”
  5. Go through and edit these details
  6. Click “Save and Exit” Once you are done



Managing Licences 

You can see your license breakdown on the Dashboard of the client portal. A Capium 365 invite is sent by email and can only be sent if the client has an email added to their account. To send out invites:

  1. Navigate to client portal
  2. Navigate to “Manage” tab
  3. Select “Clients” from the menu on the left
  4. Find the client you want to send the invite to
  5. Select “send invitation” or “resend invitation”

 

 

Importing clients onto 365  

There are two ways to bring clients onto Capium 365. You can set up, Individuals, LLPs and Trusts on Capium 365. There are two ways to add clients to Capium 365. The first is:

  1. Navigate to client portal
  2. Navigate to “Manage tab”
  3. Select “Add client”
  4. Go through and add in the data
  5. Click “save and exit” once you are happy with everything.

 

The second method is:

  1. Navigate to client portal
  2. Navigate to “Manage tab”
  3. Select “Clients” from the menu on the left
  4. Select Import from the left-hand menu
  5. Select “clients” and then press “next”
  6. You can either select a (CSV file)

Or

  1. You can select from other Capium module
  2. Select “Next”, all your clients should now be importing

 

Editing clients 

  1. Navigate to client portal
  2. Navigate to “Manage” tab
  3. Select “Clients” from the menu on the left
  4. Find the client you want to update from the list
  5. On the left there is the client ID, click this
  6. Here you can edit the information
  7. Select “save and Exit” once you are happy with everything.


Adding users into Capium 365

There are two ways to add a user into Capium 365, the first is importing the users:

  1. Navigate to the client Portal
  2. Navigate to the “Manage” tab
  3. Click on “Imports”
  4. Select “Users” and click “Next”
  5. You then have the option to upload your clients from a CSV file, you can download a template file as an example of how to upload the data
  6. Click “next”, this will give a message saying “File Uploaded Successfully”
  7. Click “Accept and Continue” and the users should be updated


The second way to add users is to add them in one by one:

  1. Navigate to the Client Portal
  2. Navigate to the Manage tab
  3. Find the “Users” tab on the left-hand side and click this
  4. Click “Add Users”
  5. Fill out the information and click “Save”

 

How to edit users 

  1. Navigate to the Client Portal
  2. Navigate to the Manage tab
  3. Find the user you want to edit, click the pencil icon on the right side labelled “Edit”
  4. Once you have filled out the details click “Save and Exit”

 

Permissions within Capium 365

Permissions manage the access that different levels of access colleagues have. There are 3 levels of access, these are:

  1. Admin
  2. Manager
  3. Regular user

To change the permissions granted of each level:

  1. Navigate to client portal
  2. Navigate to “Manage” tab
  3. Select “Permissions” from the menu from the side
  4. Here you can see a table with the different access abilities, select and change these.
  5. Select “Save and Exit” once you are happy with everything

 

Changing the access level of a user

  1. Navigate to client portal
  2. Navigate to “Manage” tab
  3. Select “Users” from the left hand screen
  4. Find the user you want to change the permission of
  5. Scroll down to find the box marked with “Permissions” and click this
  6. Select one of the three levels for the user