Account Administration

Account Administration is where you manage your organization, users, billing, licenses, and contracts — all directly inside CapaOne.

Previously handled through the separate Portal site, these functions are now fully integrated into the CapaOne platform.

• Portal is now a part of the CapaOne platform — what changed and why the old portal is being retired.
• Accessing account administration inside CapaOne — how to reach Account Administration from the dashboard or the top-right menu.
• View and edit your profile — update your name, email, job title, role, newsletter and notification preferences, and reset your password.
• Create organizations and manage users, billing, licenses & contracts — create and edit sub-organizations, manage users, and view contracts, licenses, and billing.
• Roles and Product Access — what the User and Manager roles allow, and how contracts decide which features you see.
• Manage Sign-in Methods — allow CapaOne, Microsoft, or Google sign-in for an organization.
• On-prem solutions and Quick links — quick access to CapaInstaller, PerformanceGuard, documentation, support, and more.