Managing user access helps keep workflows organised and efficient. In Capium 365, you can easily assign users to specific clients. This guide walks you through the process in just a few steps.
Capium 365
Navigation: Capium 365 > Manage > User
To begin, locate the user you'd like to edit. Click on the ID number next to their name, this will open the user’s detailed profile.
Scroll down to the Clients section. Here, you’ll see a list of available clients. To assign a client to this user, simply check the box next to the client’s name and save.
