When to use this article
Use this article when your team has been told to complete work in Alpha and needs a simple checklist for reaching the right surface safely.
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Connections / ERP Setup
Alpha Connection
Access the current Alpha surface for organizations that have Alpha enabled and confirm the right org context before using it.
Workflow
Setup workflow
Step 1
Confirm Alpha is enabled for your organization
Verify that your organization has Alpha access before trying to use the Alpha route or related workflows.
Step 2
Open the Alpha surface
Start from the main app and open the Alpha experience that your team has been instructed to use.
Step 3
Verify the organization context
Confirm you are in the correct organization and membership context before taking action in Alpha.
Step 4
Continue the related setup flow
After confirming access, continue the specific onboarding or accounting workflow your team is using Alpha for.
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