First Steps

The first interaction a user has with xpna depends on their role and how they come to use the platform. This can happen in two main ways: either the user is setting up a new subscription for themselves or their organization, or they have been invited to collaborate within an existing xpna workspace. Each scenario involves a distinct process, but both aim to ensure users are smoothly onboarded and can begin using xpna as quickly as possible.

Setting Up a New Subscription

Users who are trialing or purchasing a subscription will go through the complete onboarding process, which includes selecting a plan, setting up billing, activating the xpna add-in within Excel and connecting their first source.

Joining an Existing Workspace

Alternatively, a user might be invited to an existing workspace. In this case, the user will receive an invitation email with a unique code, which will be used to gain access to the xpna platform. The process is simplified for invited users to allow them to quickly start collaborating on projects within xpna.

The following sections detail the specific steps a user will take for each scenario.

New Subscription

When trialing or purchasing a new subscription with xpna, users will follow these steps during onboarding:

• Select a plan on the xpna pricing page
• Provide an email address (this is to ensure billing is correctly setup and the user can receive an onboarding setup code)
• Enter billing details in the billing portal

  Note:

  • Billing will occur at the end of the 15-day trial
  • Subscription details can be updated anytime via Subscription Management within the xpna add-in.

• Be redirected to a the guided onboarding flow to setup their user and workspace.

  Note:

  • An email with the code and additional information will also be sent to the provided email address

• Click Open in Web or Open in Excel
• Open in Web will take the user to https://xpna.app/
• Open in Excel will attempt to launch Microsoft Excel where the user will:
  • Accept the terms to install the xpna add-in from the Microsoft Office Add-in Store
  • Login with the same account used in onboarding

    Note:

    If the users signup email is the same as the user logged into Microsoft Office, they will single sign-on (SSO)

New User

When a person is invited to xpna, they will receive a welcome email with an invitation redemption link.

On clicking the link they wil be taken to a page to login to redeem the link.

Note:

As a cyber-security protection mechanism, the user must sign-in to with Microsoft or Google as the same account that they received the invitation for.

On successful redemption, the user will be added to the workspace and will start to consume a user license.