Creating a user

If you have an admin user in the Capchase App, you are able to add users at any point directly in the platform by going to Settings in the left-hand menu, clicking on ‘Team Members’, and then on the button ‘Invite members’. Here, you can view a list of all users with access to your account.

Clicking the button will automatically copy an invitation link to your clipboard. Please send it to the person to follow the steps and complete the process of creating access to the App.

User permissions

In Capchase, users can have the permissions below:

• Admin: Has access to everything in the Capchase application.

• Sales Executive: Has permissions to create a buyer, run them through the KYB eligibility check, and create payment links.

• Finance Admin: This role has access to the Finance Panel in the Capchase application only.

Updating or deleting a user

To avoid malicious behavior, removing users or updating them directly from your account is not possible.

If you would like to update a user's permissions or remove access, please send a message to support@capchase.com, and our team will assist you.

Please contact support@capchase.com immediately if you have any security concerns regarding a user on your account or any questions.