Users and Permissions
Users can have one of three permission levels:
Capsule automatically assigns the account owner role to the person who opens your account.
In addition to the permission levels, the right to export data can be removed for individual users.
back to topClick through to the user's setting page from the Settings > Users. Choose Edit user, then tick the administrator checkbox and save the change.

When adding or updating a user, the following option will appear to control whether the user can export contacts, opportunities and cases to CSV or vCard file:
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If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.
back to topThe current account owner must assign the role to the new owner by clicking through to Settings > Account and the Change account owner:

When you re-assign this role, only the new account owner can change account owner, upgrade, downgrade or cancel your account, and receive your monthly invoice.
You may also want to change your payment details.
If you have a single user account, there are a couple of extra steps:
If your current account owner can't re-assign the role, please contact us on .(JavaScript must be enabled to view this email address).
back to topIf you have administrator status, click on Settings > Users and to add a user click the Add New User button.
When the new user is added, Capsule sends an automated email notifying the account owner the monthly subscription will be increasing.
If you have administrator status, click on Settings > Users and Capsule returns a list of all current users.

Deleting a user reduces the subscription cost. Temporarily suspending a user has no effect on the subscription cost.
The Capsule user interface and online help is available in the English language only. However you can configure your date format and time zone settings by visiting My preferences from your user menu in the Capsule navigation bar.
To change your date format to day first (e.g. dd/mm/yyyy), choose English (United Kingdom) from the language list. To change your date format to month first (e.g. mm/dd/yyyy) choose English (United States) from the language list.
The time zone setting controls display of dates in history such as emails and notes. Choose the your timezone from the list.

Your user settings include a default currency which is used when adding new opportunities. If you've recorded opportunities with a mix of currencies Capsule will derive the sales pipeline value in your default currency using the latest exchange rates. You can change your default currency by clicking through to More > User Settings then choosing Edit.
To edit your email addresses:
From the Capsule sign-in page, click I can't access my account.

Enter your email address or user name and click the email reset code to me.

If you have forgotten your email address and user name, contact one of your administrators.
Capsule is a service of Zestia Ltd which is a company registered in England with company number 06418281. © 2008-2012 Zestia Ltd. All Rights Reserved.