Get Started

Welcome to Expel! The Customer Success team will reach out to you to assist, but the items below are what we plan to complete with you within 30 days of onboarding.

The order presented below is a suggested, but not strict order. Addressing these items is critical to considering your onboarding complete.

Indicates an Organization Admin user must complete the step.

1

Activate Your Workbench Account

Set up your account and log in!

2

Add and Manage Users

Invite others at your organization to Workbench, manage roles, lock or delete users, and more.

3

Manage Your Profile and User Account Settings

Reset your password, enable email notifications, toggle dark mode and more.

4

Configure Your SSO Provider with Workbench

Allow Workbench users in your organization to log in via SSO.

5

Set Up Notifications

Configure notifications to receive communication about your environment.

The ability to configure notifications depends on user role and notification type.

6

Add and Manage Org Context

Add additional reference information so that our SOC analysts can act more efficiently during an incident.

7

Connect Your Technologies

Start integrating your tech with Expel Workbench.

8

Enable Auto Remediations

Familiarize yourself with which remediation actions can be automated and begin setup.

9

Learn More about Workbench

You're off to a great start! Dive deeper into what Workbench has to offer.