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Adding a User to your Organization

PreviousWebsite ReadingNextUsing the Emulator

Last updated 1 year ago

Whenever you need to add a user to your organization, such as a VA or an employee, it's quite easy to do so! First, the user needs to sign up for Capri via the website. After signing up, they will be prompted to create their own organization, but don't worry, they can just make a dummy one and then move on to the next step!

After the user signs up for Capri, an admin in the organization then needs to go to the "Organizations" tab in the Capri portal and select "Add User" in the top right.

After doing so, you will be prompted to enter the email that the user has signed up for Capri with, and then choose their access level. After sending this invitation, all the user then has to do is click their profile icon in the top right, select organizations, and then navigate to requests, where the invitation will be!

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