Managing multiple participants
Family accounts let you manage up to three participants from a single Capsure account.
Last updated 14 days ago
Each participant has their own:
Name
Avatar
Invoice allocation
Filters throughout the app and Claim Wizard extension
Adding participants
After upgrading to a Family account:
Go to Account
Scroll to Participants
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.