Sign in

Open app.capsuresoftware.com and sign in with the account your firm invited. Capsure uses Microsoft Entra. Depending on the firm, that sign-in is a Microsoft account, a Google account, or an email and password.

After sign-in you land in the firm already selected for you. If you belong to more than one firm, the tenant switcher in the top bar changes which firm’s records you see. Switching firm does not change this manual. The records, roles, and custom fields on the other side of the switch are that firm’s.

If a screen is missing, your role does not include it. Ask a firm admin to check Administration, then Roles & Permissions. The how-to pages name the permission each screen needs.