Documentation
Documentation
Everything you need to know about Captain EPM, from basic setup to advanced automation.
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Get the latest version of the Excel add-in to follow along.
Getting Started
Installation, first login, connecting to EPM, and ribbon overview.
- Quick Start Guide
- Installation
Ribbon Guide
Complete reference for every ribbon tab, button group, and feature.
- Job Console
- Security Manager
- Audit Logs
- Datasets
- AI Features
Security
User roles, permissions, Security Drift, and compliance reporting.
- User Roles
- Permissions Matrix
- Security Drift
API Reference
REST API documentation for developers and system integrators.
- Authentication
- Endpoints
- Rate Limits