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Account & settings

Managing multiple participants

Family accounts let you manage up to three participants from a single Capsure account.

Last updated 3 months ago

Each participant has their own:

  • Name

  • Avatar

  • Invoice allocation

  • Filters throughout the app and Claim Wizard extension

Learn how to upgrade from an Individual account to a Family account

Adding participants

After upgrading to a Family account:

  1. Go to Account

  2. Scroll to Participants

  3. Click Add participant

Editing participants

Under ‘Participants’ section in Account, you can:

  • Change participant names

  • Choose/change their avatar

  • Archive participants you no longer need

  • Restore archived participants

Working with participants

You'll see participant information throughout Capsure.

You can filter by participant in:

  • Board

  • Table

  • Claim Wizard

This makes it easy to focus on invoices for one participant at a time.

Invoice limits

Family accounts include 150 invoices per month shared across all participants.

For example:

Participant A — 65 invoices

Participant B — 40 invoices

Participant C — 45 invoices

Total: 150 invoices.

FAQ

No. Family accounts currently support up to three participants.

Yes. You can archive a participant if you no longer represent them. They will no longer appear in any filter results, but any invoices originally allocated to them will remain allocated to them. You can restore an archived participant to ‘active’ status at any time. You can only have three active participants at any given time.

Yes. All invoices should be allocated to one active participant. You can update this through the Invoice Details at any time.

Still need help? Ask the team