Product update: Multi-user access on Capitalise

2 min read time

Jack Johnson

Interface showing user management settings with options to download a CSV file or add a user, highlighted by a cursor.

Running a business is a team effort. Whether you work with partners, colleagues, or advisors, keeping everyone aligned is essential. That's why we've added a new "Users" area within your Account settings. Now you can invite team members into your Capitalise account.

What’s new?

We’ve added a “Users” section under your Account settings, giving you the ability to invite team members directly. Here's what this new feature can help you do:

  • Shared visibility of your credit profile: Grant trusted team members direct access to your Experian business credit profile on Capitalise, giving them clear insight into your financial health.

  • Collaborative credit monitoring: Monitor your business partners more effectively by inviting your team to help. All invited users can view the companies you're credit checking, ensuring important updates are never overlooked.

  • Streamlined funding applications: Applying for funding often requires input from multiple stakeholders. With multi-user access, everyone can work together directly in your Capitalise account, making the process faster and more efficient.

How to invite your team

Getting started with multi-user access is simple:

  1. Go to "Manage my account"
    Log in to your Capitalise account, click your user avatar, and go to the "Manage my account" section.

  2. Find the "Users" area
    In your account settings, click on the “Users” section.

  3. Invite your team
    Click the “+ Add new” button and enter your team member’s email address.

You can invite as many users as you need!

Have any questions or feedback for us? Our support team is always here to help. Just get in touch at support@capitalise.com.

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Jack Johnson

Jack Johnson is Head of Product at Capitalise, with a background in accountancy and a passion for building user-focused digital products that solve real-world problems.

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