The Blast Audit dashboard handles workspace setup, trial flow, and the handoff back into Excel. You may still see Copilot Audit on some onboarding screens.
Who this is for
Workspace owners
Admins setting up a new organization
Before you begin
Use the same email in the dashboard and the Excel add-in
Standard users may not need full dashboard onboarding
Be ready to create an organization if this is a brand-new workspace
How to do it
If prompted, enter your organization name and click
Create organization.If the onboarding demo appears, review it or skip it.
If you start a trial, Blast Audit may send you to the handoff screen.
On the handoff screen, use
Open the add-in,Email me the link, orGo to dashboard.Open Excel and sign in to the add-in with the same email.
Confirm the dashboard now opens normally to
Usage.
Expected result
The dashboard stops asking you to create an organization
You can reach
/dashboard/usageThe same email works in both dashboard and add-in
Avoid this
Using one email in the dashboard and another in Excel
Assuming every teammate needs admin onboarding
Finishing the trial flow but never opening the add-in
If it still doesn't work
If setup loops, sign out and retry with the intended owner account
If you get redirected to billing, check trial or plan status first
Read next
Install and Open the Excel Add-in
Create Account and Sign In
Read the Usage Dashboard
Trial, Plan, and Billing Basics