XeroRisk

Mode 1 is how you describe work so XeroRisk can build Assets and Projection series.

·        Use the in-product questionnaire, or upload the Mode 1 Excel / CSV template from Settings.

·        Columns are locked. Do not invent a second schema.

·        After import, confirm each Asset’s label, Execution scope, and series slots.

If you have no Assets yet, start here. Reports and Prediction Results stay empty until Mode 1 (or an equivalent catalog) exists.

Mode 1: questionnaire and first assets

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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