Users are people from your organization who will be using the Kapitalwise platform. You can have multiple users on the platform and assign them with appropriate roles for the platform access and usage.

User Roles

We provide five different kinds of user roles. These user roles can be assigned to limit the access of Kapitalwise platform.


This is the administrator role. The user with this role has access to the whole platform including ability to create, edit and delete other users. Consider this as a super user with all rights.
Note: An organization must have at least one admin user.


This role is for users who would work on designing Templates and Campaigns. Users with this role would have access to Campaigns, Templates and Assets on Kapitalwise.


This role is for users who handle the marketing tasks of the company. Users with this role will have access to the complete platform excluding the ability to create, edit and delete other users.


This role is for users who handle apps and integrations and work on creating workflows to automate customer engagement. Users with this role will have access to Templates, Apps and Engagement Builder on Kapitalwise.


This role is for users who check whether a content is compliant or non-compliant based on company policies. Compliance users have access to view, edit and approve/reject campaigns submitted for compliance review.

View/Edit a User

This functionality is accessible only to Admin Users.
Follow these steps to view or edit a user:
  1. Click on All Users under the ‘Users’ menu.
  2. You will see a list of all the users in the system.
  3. Toggle the status button to make a user active/inactive.
  4. Click on the edit icon to edit a user.
  5. Click ‘Save User’ when done.
Note: You can change the role of an existing user. Please note that you can’t change the role of an admin user to something else if it is the last admin user in the system.

Add a new User

Only Admin users can add new users to the system.
Follow these steps to add a new user:
  1. Go to All Users under the ‘Users’ menu.
  2. On the top-right, click on ‘New User’.
  3. Enter name, email, phone and role of the new user.
  4. Click ‘Save User’ once done.
Once you add a new user on Kapitalwise, an email is sent to the new user’s email ID with details on how they can set the password and access the Kapitalwise platform.

Reset the login Password

If you want to reset your login password, please follow the steps below:
  1. On the Kapitalwise login page, click ‘Forgot Password’.
  2. Enter the Email address for your user.
  3. If you are a valid user, a password reset link will be sent to your email. Click on that link to complete the password reset process.

Company Onboarding

This section contains the details needed for onboarding a company on Kapitalwise.

General Information

Details of the Bank.
  1. Name: Bank name
  2. Address: Bank HQ address
  3. City: Bank HQ city
  4. State: Bank HQ state
  5. Zip: Bank HQ Zip
  6. Contact Name: Bank contact name for correspondence
  7. Contact Telephone: Bank contact telephone for correspondence
  8. Contact Title: Bank contact title for correspondence
  9. Email: Bank email for correspondence

Admin User

Details of your admin user on Kapitalwise. This user will have access to complete Kapitalwise application.
  1. Name
  2. Email


Some configuration settings needed to set-up your account.
  1. Campaign Email: Email from which campaigns will be sent
  2. SMS: Are you planning to send text messages (SMS) though Kapitalwise platform?
  3. Subdomain under Kapitalwise: Preferred subdomain under Eg.
  4. Whitelist Domains: Provide the domains that you own and would like to whitelist for web tracking.
  5. Compliance Workflow: Enabling this flag will activate compliance review for email sending.
  6. Prospect Popup: Do you want to collect prospects through published contents such as calculators and blogs.
  7. IP Mapping: Do you want to configure user tracking through an IP address, if the user has denied cookies.
  8. Domain Setup for Emails: Add the CNAMEs provided by your relationship manager to your domain settings.