Katana

The Katana connection form asks for three fields: Username, Password and Account Number.

Username: the username you use to log in to DCL.

Password: the password for your DCL account.

Account Number: your DCL account number, shown as the Policy Account # in your DCL profile.

- Username: the username you use to log in to DCL.
- Password: the password for your DCL account.
- Account Number: your DCL account number, shown as the Policy Account # in your DCL profile.

Your Username and Password are your normal DCL login details. To find your Account Number:

Log in to DCL with your username and password.

In the top right, open My Profile.

Find the Policy Account #. This is your Account Number.

Enter your Username, Password and Account Number in the Katana connection form.

1. Log in to DCL with your username and password.
2. In the top right, open My Profile.
3. Find the Policy Account #. This is your Account Number.
4. Enter your Username, Password and Account Number in the Katana connection form.

If you can't find these details, contact DCL support or your DCL account team.

Find your DCL Username, Password and Account Number, shown as the Policy Account # under My Profile.

How to find your DCL credentials

Go to Katana

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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How to find your DCL credentials

What Katana asks for

Find your credentials in DCL