Once the clients are added into Capium 365. Go to the Client Portal > Manage > Clients > find the client you want to add > On the right-hand side of the screen there is an icon saying “Invite to 365”. Your client will then receive an invitation via email to join Capium 365.
How do I invite clients to Capium 365? Print
Modified on: Thu, 24 Oct, 2024 at 3:24 PM
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