Kapi - Documentation

Kapi's modules

Users

How to create a new user

It all starts by going to the User’s page, you can get to this page by clicking on the Users section on the main menu. In this page you’ll be able to see a list of all the users within the system.

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Once on this page you should click on the “Add user” button

Next, you’ll see a drawer coming out of the right pane of the screen where you’ll be able to input the required fields to create the new user.

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Input the following informations

Name

LastName *

Job Title

email*

Must be a valid email

Can’t use an email that has already been used by an active user.

Phone

Click on the “Add+” button to create the user

If all the required fields are filled and matching the required criteria, you’ll see a notification saying the user has been created.

If you’re missing a required field, you will see a validation error message asking you to correct the provided information.

How to invite a user to Kapi

It all starts by going to the users page and selecting the user you want to invite to Kapi.

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once in the user profile you should click on the “Invite to Kapi”

The system will automatically send an invitation to the user’s email address

You’ll see a notification saying the invitation was sent.

The user will receive an email with the instructions to activate the account

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The user should click on the link provided within the email to activate his account

After clicking the link, the user will land on a page within your Kapi Account, where a form can be found to complete the user profile.

Confirm Name, last name and Job title

Set and confirm password

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Click on Activate my account

After successfully activating your account, you’ll be redirected to the login screen

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You can log into your account using the credentials you just created.

If you have any troubles doing this you can follow the instructions given in the

Login-Reset-password_su19H⁠

page.

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