> ## Documentation Index
> Fetch the complete documentation index at: https://docs.capinex.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Capinex Finance — User Guide

> Step-by-step playbook for the Capinex Finance app. Built for the sales team.

<Note>
  **No tech jargon.** Every section is written like a recipe — open the page you need, follow the numbered steps, get back to work.
</Note>

## Where to start

<CardGroup cols={2}>
  <Card title="First time signing in" icon="key" href="/getting-started/sign-in">
    Get into the app with your work Google account.
  </Card>

  <Card title="Tour of the menu" icon="map" href="/getting-started/menu-tour">
    Know what every sidebar item does.
  </Card>

  <Card title="Look up a customer" icon="magnifying-glass" href="/features/customer-profile">
    Search by name, phone, PAN, or plain English.
  </Card>

  <Card title="Read a credit report" icon="file-lines" href="/features/cibil-report">
    Upload a CIBIL PDF and get an instant summary.
  </Card>
</CardGroup>

## What's in the app

<CardGroup cols={3}>
  <Card title="Customer Profile" icon="user" href="/features/customer-profile">
    Search and view every customer.
  </Card>

  <Card title="Loan Applications" icon="file-signature" href="/features/loan-applications">
    Find any loan application.
  </Card>

  <Card title="BL Analyser" icon="briefcase" href="/features/bl-analyser">
    Read business bank statements.
  </Card>

  <Card title="PL Analyser" icon="building-columns" href="/features/pl-analyser">
    Read personal bank statements.
  </Card>

  <Card title="CIBIL Report" icon="credit-card" href="/features/cibil-report">
    Read credit reports.
  </Card>

  <Card title="Credit Reports" icon="chart-line" href="/features/credit-reports">
    Open the bureau dashboard.
  </Card>
</CardGroup>

## Your role decides what you see

<CardGroup cols={3}>
  <Card title="User" icon="user">
    Search customers, view credit, analyse statements. Read-only on the bureau dashboard.
  </Card>

  <Card title="Admin" icon="user-shield">
    Everything a User can do, plus export data and download Excel.
  </Card>

  <Card title="Super Admin" icon="user-tie">
    Full access — invite people, change roles, manage fields, configure the app.
  </Card>
</CardGroup>

If a button or menu item is missing for you, your role doesn't include it. Ask a Super Admin.

## Need a hand?

<CardGroup cols={2}>
  <Card title="Something not working" icon="wrench" href="/help/troubleshooting">
    Common problems, fast fixes.
  </Card>

  <Card title="Open a support ticket" icon="ticket" href="https://app.capinex.in">
    Tap **Raise a Ticket** in the app sidebar. Reply within 48 hours.
  </Card>
</CardGroup>