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’.
Please click on this article to be redirected to how to accept the invitation and Login
https://capium.freshdesk.com/a/solutions/articles/9000269999?portalId=9000044273