Cap Client Workspace Setup (Onboarding)

Cap Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace in Cap and assign seats

   Cap Pro runs $8.16/user/month billed annually, so map seats to named client staff before inviting anyone. Enterprise seats are custom priced and carry SOC 2 Type II, ISO 27001, and HIPAA coverage, which is the tier to quote for clinics or finance clients.

2. 02

   Choose the storage backend in Cap settings

   Cap accepts Cap Cloud, your own S3 bucket, Google Drive, or self-hosted infrastructure. Compliance-sensitive retainers should land on S3 or self-hosted so recordings never leave the client's control.

3. 03

   Set recording defaults for the client's use case

   Instant mode for quick async updates, Studio mode for 4K / 60fps product demos and developer documentation, Screenshot mode for beautified stills. Lock the default so client staff do not drift into the wrong capture mode.

4. 04

   Connect Slack and Google Drive integrations

   Wire the workspace into the channels the client already uses. This is the step that decides whether recordings get watched or sit unopened in a dashboard.

5. 05

   Verify transcription language before the first client recording

   Cap supports 19 languages. Confirm the client's language is covered and run one test recording end to end, because a broken transcript on a launch demo costs more trust than a delayed launch.

6. 06

   Configure share link policy: password protection, comments, reactions, viewer analytics

   Free and Desktop License tiers cap shareable links at 5 minutes each, with the Desktop License allowing 20 cloud links per month. Client onboarding videos that run longer need a Pro or Enterprise seat.

7. 07

   Publish the recording SOP and hand the workspace over

   Deliver a one-page style guide covering mode selection, naming, and link expiry. Note in the handoff that share links and dashboards carry Cap branding, so set client expectations on white-labeling before they ask.