ERP - Core

You'll need two files to install XLCubed on a new PC: the installation files and a licence file.

When installing XLCubed on a new PC two files are required:

Type XLCubed Download into a search engine.

Installation instructions are available on the XLCubed website if needed.

1. Open an internet browser.
2. Type XLCubed Download into a search engine.
3. Download the free trial.
4. Installation instructions are available on the XLCubed website if needed.

The licence file will have been provided to you by the consultant and will be in the installed location of any existing cube programs on other machines. This can be copied across.

Install XLCubed

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Create your workspace and invite the people you work with.

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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