Collaborating on your business's financial management is easy with Capitalise. You can invite other users, such as colleagues, accountants, or financial advisors, to access your account.
Here's how to invite a new user:
1. Log in to Capitalise:
Start by logging into your Capitalise account using your current email address and password.
2. Navigate to "Manage my account":
Once logged in, click on your user avatar (icon with your initials found in the top right corner of the screen).
From the dropdown menu, select "Manage my account."
3. Go to the "Users" Page:
On the "Manage my account" page, look for and click on the "Users" page in the navigation menu. This section allows you to manage who has access to your Capitalise account.
4. Click "+ Add user":
On the "Users" page, you will find a button that says "+ Add user". Click this button to begin the invitation process.
5. Enter Email and send invitation:
A side panel will appear where you need to enter the email addresses of the users you wish to invite.
After entering the email address, click the "Add new users" button to send the invitation.
The invited user will receive an email with instructions on how to set up their access to your Capitalise account. Once they accept the invitation and set up their profile, they will be able to log in and access your account.