Users can have one of three different permission statuses:
Capsule automatically assigns the account owner role to the person who opens your account.
You can change a user's permission level if you are account owner or an administrator. You click on Settings > Users, select the person and tick the administrator status:

The current account owner must assign the role to the new owner by clicking Settings > Account:

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 .
Note: 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.
If 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.
You have some choices around how Capsule will work for you as an individual user. Click on More > My Settings > User Settings:
To edit your email addresses click on More > My Settings > Summary:

You need to keep your email address current as Capsule validates your email address when accepting an email through the dropbox. If you use multiple email addresses for the dropbox add all of these to Capsule.
You have a choice of currencies to value each opportunity. To combine these on your sales pipeline, Capsule converts all currencies into your preferred currency.
Change your preferred currency by clicking More > User Settings.
If you forget your password, on the access 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.