Q: Hello Sophia Would like to understand more from you about the product.

a} Does the product carry custom domain, white label,?
b} Does it have Video online Meeting integration?
c} Does it offers Templates for preparing Executive Summaries?
d} Does it have email integration?
e} Does Team Members Projects can be kept private from each others?
f} What are members? can we remove and add members within the Tier limits?
g} Once the project is over can it be downloaded and deleted to add new projects?
h) Can I have the access of members details downloaded?

Awaiting your reply,
Wishing you best of luck.

farheendigitalMay 12, 2022
Founder Team
Sophia_ExcelWay

Sophia_ExcelWay

May 14, 2024

A: Hi Farheendigital,

Thanks for all these helpful questions and your wishes! Please see my answers below:

a} Does the product carry custom domain, white label,?

The custom domain is for now not available in our Business Plan, but only for Enterprise. That being said, it is not impossible that we'll be offering it to the Business Plan and any upgrade to the plan will benefit Sumo-lings.

b} Does it have Video online Meeting integration?

Not for now, but the Zoom integration is on our Roadmap.

c} Does it offers Templates for preparing Executive Summaries?

Do you mean as workshop templates where people can collaborate to fill up an executive summary? There is a template for Business Model Canvas as well as Lean Canvas that can be useful for discussing strategy. Moreover, the sections of both these canvas are customizable.

d} Does it have email integration?
What would be a use case for email integration?
We do send transactional emails for invitations, notifications and mentions. When inviting people to a private workshop, they also get a Calendar invitation as an ICS invitation.

e} Does Team Members Projects can be kept private from each others?

If team members are working on the same project, let's say tasks in a kanban board, there is an option to restrict access to a task to the people that are owner or member of the task. For more information on permissions, you can check this video: https://youtu.be/_7ir30e-JKU

f} What are members?
Members are users that you invite to ExcelWay and that create an ExcelWay account. To collaborate on tasks, users need an ExcelWay account. However, to participate to a public workshop, users don't need an ExcelWay account.

can we remove and add members within the Tier limits?

I'm not sure I understand the question correctly, but yes, if in your Tier limit you have up to 3 members for instance, you can remove a member from your project and replace him with another member that you add to your project.

g} Once the project is over can it be downloaded and deleted to add new projects?
To remain within your Tier Limit, yes. But just to clarify what a project is: A project in ExcelWay is like a folder in which you can add unlimited workshop sessions and unlimited task management boards. To know more about the structure of a project, you can check out this video: https://youtu.be/YjrzDEoAzX4 and this article: https://www.excelway.co/help-center/navigating-excelway/

h) Can I have the access of members details downloaded?
Members are set at the project, workshop and board level. We're also currently working on a feature to map all your members in all your projects, workshops and boards, to facilitate member management.

I hope this helps :)

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Posted: May 12, 2022

Good question following this

Posted: May 12, 2022

Good questions I will wait for answers here to