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.