How can we help?

Find product guidance, setup documentation, or contact support for help with your Axially rollout.

Product support

Keep your team moving.

Bring access, setup, workflow, and integration questions to the guidance that fits your next step.

Get your team connected: Find guidance on invitations, workspace access, identity setup, and billing roles.
Make work repeatable: Explore project templates, approvals, and the handoffs behind everyday execution.
Resolve a specific issue: Share the affected product, the action you expected, and the result you saw with support.

Get help with access, workspaces, billing ownership, and admin setup.

Learn how to structure work, templates, approvals, and execution views.

Connect systems and troubleshoot data flow across your operating model.

Review roles, permissions, policy controls, and audit-ready workflows.

Our support team is available 24/7 for enterprise customers.

Use this access checklist with the administrator responsible for your workspace.

Confirm the email address and the membership or product access the person needs.
Have the authorized administrator send the invitation through the configured membership workflow.
Open the complete invitation link and sign in with the intended account.
If the link is incomplete or acceptance fails, ask the inviting administrator to review it and resend when appropriate.

Prepare the identity requirements with your Okta and Axially administrators before enabling the agreed connection.

Confirm the supported connection, tenant scope, redirect requirements, and identity attributes for your deployment.
Agree how users receive membership, product access, and roles; sign-in alone should not imply unrestricted access.
Test an intended user and a user who should be denied access before broader rollout.
Review account recovery, administrator access, and any provisioning or deprovisioning requirements.

Start with a repeatable operating pattern rather than copying every detail of a previous project.

Define the project outcome, required milestones, and acceptance criteria.
Include reusable tasks, dependency relationships, and the roles responsible for approvals.
Separate template defaults from customer-specific dates, commitments, and sensitive records.
Review a representative project and its exception path before standardizing the template.

Distinguish subscription administration from the finance team reviewing your business billing readiness.

Identify who is authorized to discuss the Axially plan and contract terms.
For operational billing, assign the reviewer of delivery evidence and customer billing conditions.
Keep accounting posting, revenue recognition, and payment authority with the responsible finance system and owners.
Review access and approval responsibilities when team ownership changes.

Confirm the record and destination before choosing an export or integration method.

Identify whether you need an Axially operating record or an authoritative accounting-system transaction.
Review the permitted fields, reporting period, currency, and source references with the data owner.
Confirm the supported export or integration method with your administrator or Axially support.
Reconcile the result with its source and capture unresolved differences for financial review.