1. As an Admin, head to the Applications tab, and click Import.
2. To start from scratch, click Manually enter your data to edit the sheet online. You can also click Download template, compile your sheet offline, and then import the completed sheet later.
3. Fill in the sheet. Columns marked with * are mandatory. You can click on Show rows with errors to identify any cells that need modification.
4. Your work in progress is not saved on the platform. To save a copy, click Export to download a copy. You can import the file later to continue your edit.
5. Once your file is compiled, to import it, you can click the same Import button in the Applications tab to open the online editor.
6. Click Choose a file, and select your working file.
7. The online editor will try to automatically detects any header row. Click Confirm selection and continue.
8. Review the imported content and continue your edits if necessary. When all your applications are there, and no errors are found, click Finish.
9. Click Yes to confirm submission.
10. Any App Owners who have not joined your workspace yet will appear here. You can edit their user role and send out an invitation here.
11. Admins can set users as Finance, Compliance, or User; while the Primary Contact can set users as Admin.
12. Click on Save changes to confirm.
13. Click on Invite members to send out the invitation emails to join your workspace.
14. Any teams that do not exist in the workspace yet will be shown here. Review the team names, and click Create teams and applications to proceed to the final step.
15. The new application is now added to the stack!
