To begin using Capium 365, it’s essential to correctly configure user access and complete their contact details. Below are the steps to follow for a smooth setup process.


Capium 365 

Navigation: Capium 365 > Manage > Users


  • To add a new user individually, click on '+ Add User' 



  • You will now be able to enter the relevant user information. 


In this page you must add: 

  • Their first name 
  • Their email ID 
  • Their user permissions 



  • We recommend checking the box at the bottom to see if you want to assign this user to all future clients and/or all existing clients as these will be automatically checked on. 


Note: We recommend you add your users in the My Admin section in Capium if you have other modules, otherwise you can add them in this section.