EALICO

Viewing your setup progress lets you track the integration of your data into Ealico in real time. This allows you to check that no pending question is blocking the progress of the setup, and to step in quickly if a response is expected from you.

View the "Setup progress" by clicking on the different statuses

1. Click on "Settings"
2. View the "Setup progress" by clicking on the different statuses

Viewing setup progress

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Viewing setup progress

Why view setup progress?

How do I view setup progress?