The Capium 365 client invitation feature enables accountants to seamlessly bring clients onto the platform. It simplifies the onboarding process by providing a straightforward way to grant clients access to their own secure portal, supporting real-time collaboration and enhancing the overall client experience.
Please Note: Inviting a client to use Capium 365 will take up a license, regardless of the client accepting the invite. Please ensure you delete the clients who are not using Capium 365 in order to reassign the license.
Navigation: Capium 365 > Manage > Clients
Locate the client you wish to invite and click the ‘Invite’ button under the ‘365 Status’ column.
A confirmation pop-up will appear—click ‘Yes, proceed and invite’.
An invitation email will then be sent to the client. Upon accepting the invite, the client will be redirected to a login page. They’ll receive a verification code via email, which they must enter to activate their account.
Once verified, their Capium 365 account will be fully active and ready to use.
Please click on this article to be redirected to how to log in to Capium 365
Please click on this article on Setting up Capium 365 for the first time.