Capsule

Users

1. What can a User do?

Users have three different statuses:

• account owner - this person opened the account and is responsible for the terms and conditions being met and any subscription being paid.
• administrator - these people have the right to make changes to the way the system works and they get access to the system settings.
• users - these people have access to Capsule and can add, amend and delete records.  Each user can be assigned different tasks and opportunities.

2. How do I add new users?

   Administrators can add and amend the users in your version of Capsule.  The users are updated in the tab called Users in the Accounts Settings window.

   When a new user is added this may mean that the account owner will be responsible for paying a new monthly subscription fee.  Any administrator can add a new user, and the account owner will be sent an email confirming this change.

3. What happens when I delete a user?

   Administrators can delete users who have no right to continue to enter Capsule.  Before doing so it is important to carry out the following steps:

   • reassign all tasks to other users - if this is not completed these tasks will be deleted also
   • reassign all opportunities and cases - if this is not completed these opportunities and cases will be retained but will become unlinked to any user.

   When users are removed from Capsule, the subscription fee will also change accordingly.