We recommend reviewing the onboarding setup guides. There are several pre-requisite actions that must be taken in your console before you can successfully connect your instance to Expel Workbench.

  • If you don’t have the appropriate permissions or administrative rights, we encourage you to invite those who do to your free trial. Click Send User Invites in the Welcome to Expel Workbench area to start this process.

  • If you get stuck or need help at any point, click Submit a Technical Support ticket in the Welcome to Expel Workbench area. A Technical Support Engineer can help you.