Where to find it
Team management is not in the left sidebar. Click your avatar in the top-right corner, choose Account Settings, then open the Team tab. You can also go straight to/account/team.
Roles
Every person on your team has one of two roles:
You cannot change your own role, and the last remaining admin cannot be demoted: promote someone else to admin first.
Inviting a team member
1
Open the invite dialog
On the Team tab, click Invite Member.
2
Enter their details
Add their email address and choose a role: Member or Company Admin.
3
Send it
Click Send Invitation. They receive an email with a link to join, and the invite appears under Pending Invitations with its expiry date until it is accepted. You can cancel a pending invitation at any time.
Accepting an invitation
When your colleague opens the invitation link, they see who invited them, the company they are joining and their role. What happens next depends on whether they already use Caplia:- Existing users sign in with their usual details, then click Accept Invitation.
- New users enter their full name, set a password and click Create Account & Join Team. No separate sign-up is needed.
Team member limits
Some plans include a limit on team size. When a limit applies you will see a usage meter on the Team tab showing how many places you have used, and the Invite Member button is disabled once you reach it. Upgrade to Caplia Pro for unlimited team members.Removing a team member
Only company admins can remove people, and you cannot remove yourself.1
Find the member
On the Team tab, locate the person in the Team Members list.
2
Confirm removal
Click the delete icon next to their name, then click Remove. They lose access to the company immediately, and you have a few seconds to undo if you change your mind.