Organization owners

Organization onboarding

Complete business, billing, and branch setup at /onboarding.

For: Organization primary only
1

When it runs

After first login, organization owners with incomplete onboarding are redirected to /onboarding. Team members skip this step.

2

What you provide

  • Business details (name, GST, vertical)
  • Billing contact and full address
  • Primary branch / location

Data syncs to app.capnis.com when ERP provisioning is enabled.

3

After onboarding

Add team members, then SSO into app.capnis.com. Update profile anytime under Profile.