March 28, 2024

Setup Summary View for Embedded Setup

The new Setup Summary View in Console will be going live today! As you onboard more companies through Embedded Setup, we know it can be difficult to manage the process across all companies and ensure each goes live on schedule. The Setup Summary view displays all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view also allows you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.