Caperity Initial Setup

This guide explains the setup of Caperity.

They are to be performed after you’ve successfully subscribed to any of our plans.

During setup, you’ll customize Caperity to your needs. Note that some settings are permanent — meaning they cannot be changed later.

Create your initial account

After subscribing to the plan, you’ll be redirected to the registration page:

https://plan.caperity.com/register

If the page isn’t automatically loaded, just open the above link in a new browser tab.

Note The initial registration must be completed by the person who purchased the subscription. Please use the same email address used at checkout.

Enter your personal details and set a password.

Click Create account.

This will create the initial account for your organization. You will have full Administrator privileges. This includes the permission to change or cancel your subscription.

If you’re getting an error stating that your email could not be found, your email address likely does not match the one used for checkout. Make sure you enter the correct email address. Otherwise, Caperity cannot find the corresponding subscription.

Important The registration form is only to be completed once by the person that has purchased the subscription. To add team members, follow the instructions described further down in this guide.

First login

Now, log into Caperity via the login link you received via email.

You’ll be guided through a few, quick onboarding steps.

Launch Caperity setup

After login, you’ll be asked to complete the set up.

Press Click here to set up Caperity

Configure your organization

Set your organization’s defaults. The parameters control the layout of the capacity planning views and how availability is calculated.

Planning layout:

Select Daily if you need to plan capacity on a very granular, day-to-day level. Choose ISO weekly for a weekly layout.

Note: The planning layout will apply to all projects and cannot be changed later.

Click Create Organization.

Setting up org units

Caperity supports the use of organizational units (org units), which are especially useful when your team is spread across different regions with varying holiday schedules.

You can create a separate org unit for each region and define the corresponding holidays for each one. When a team member is assigned to an org unit, their availability is calculated based on that unit’s holiday calendar — ensuring accurate planning across locations.

Choose Just one org unit if your team works from one office and follows the same holiday schedule.

Choose multiple org units if you have team members in different locations or working under different public holiday calendars.

Not sure? Start with a single org unit — you can always add more later.

You can set a default org unit. New projects or team members will automatically be assigned to the default orgunit, unless a different orgunit is chosen.

Setup completed

At the end of the setup, you will see the following confirmation:

You have to log on again for the settings to become active.