How to Edit a Single Client


Currently, edits made to client information are not synchronizedised between My Admin and Capium 365. This limitation means that if any updates are performed in My Admin, they must be manually replicated in Capium 365. Please note, this functionality is scheduled for improvement in a future update. 



Steps to Edit a Client in Capium 365

Navigation: Clients Dashboard > Hover Over Client Name 

Locate the client you wish to edit in your Capium 365 dashboard. 

  • Hover your mouse over the client’s name — a pencil icon will appear to the right. 
  • Click on the pencil icon to open the Edit Client tab. 
  • Make the necessary updates in the edit window. 
  • Click Save to apply the changes. 


    

Steps to Delete a Client in Capium 365

Navigation: Clients Dashboard > Hover Over Client Name 

Locate the client you wish to delete in your Capium 365 dashboard. 

  • Hover your mouse over the client’s name 
  • Click on the checkbox to select the Client . 
  • Click Delete tab at the bottom. 



How to Archive a client in Capium 365.

  • Select the client by clicking the checkbox next to their name. & Client ID

  • Navigate to the right corner of the screen.

  • Click on the three dots (⋮) icon.

  • From the dropdown menu, select Archive.

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Once the Clients are Archived
1. All associated bank feeds will be automatically disconnected 
2. Retain read-only access to the archived client's data 
3. Billing process would be continued for the current period and assign the license of the archived client can be provided to another client 
once a client is archived, the licence that was previously assigned to them may be reassigned to another client