Capium 365: Streamlining Your Account Setup

Purpose:
This guide explains how Capium is improving the account setup process for our accountant’s clients in Capium 365. These updates ensure a more secure, seamless, and efficient experience for all users.

1. Why You Might See an “Email Already Exists” Alert

  • When setting up a new account for an existing user, you might see the message:
    “Email already exists.”

  • This alert only applies to accounts that were already created in the previous system.

  • New accounts are created directly in the new environment, so this alert does not affect new users.

  • The alert is not an error — it simply means the account needs to be moved to the new, upgraded system architecture.

2. What You Should Do if You See This Alert

  • Simply raise a support ticket and provide the following details:

    • The email address of the account affected

    • Any relevant context for your accountant or support team

  • The support team will then kick-start the process to move the account to the new architecture.

  • No further action is required from you.

3. What Capium Is Doing

  • Capium will perform a secure, automatic update to move the account to the new architecture.

  • This is part of ongoing enhancements to improve your experience, making your account:

    • Simpler and easier to navigate

    • More secure

    • Fully aligned with the latest Capium 365 platform

  • Timeframe: Usually completed within 4 working hours.

4. Continuous Improvements

  • While we continue to enhance the platform, your account will remain fully optimized and aligned with the new architecture.

  • These improvements are part of Capium’s ongoing commitment to make your experience smoother, safer, and more tailored to your needs.

5. What You Need to Do

  • Raise a support ticket with the account details if you see the alert. If you already know of accounts this may affect, please send them over in a batch.

  • Continue using Capium 365 as normal.

  • New accounts are already created in the latest system — no alert will appear.

6. Flow of the Process

[Try to setup account → Email already exists?]           
            ▼ 
[Yes → Raise support ticket → Move existing account to new architecture – 4h SLA]       
            ▼ 
[Ongoing platform improvements continue in the background]
 
[New account?] → Created directly in new environment → No alert

7. Positive Messaging for Clients

  • This is a proactive step to streamline and secure your account.”

  • The alert only applies to existing accounts; new accounts are already in the latest system.”

  • Simply raise a support ticket with the affected email, and our team will handle the update.”

  • While we continue to work on ongoing enhancements, your account will remain fully optimized and aligned with the latest Capium 365 architecture.”