Account Setup

Learn how to create your account, set up your first workspace, and start a project.

Creating an Account

To get started with the application, you'll need to create an account. Follow these steps:

  1. Visit the registration page.
  2. Enter your name, email address, and create a secure password.
  3. Click "Register" to create your account.

Verifying Your Email

After creating your account, you'll need to verify your email address:

  1. Check your email inbox for a verification message from the application.
  2. Click the "Verify Email Address" button in the email.
  3. You'll be redirected to the application with your email now verified.

If you don't see the verification email, check your spam folder. You can also request a new verification email from your account settings.

Creating a Workspace

After verifying your email, you'll be prompted to create your first workspace:

  1. Enter a name for your workspace (e.g., your research group or department name).
  2. Optionally, add a description to help identify the workspace's purpose.
  3. Click "Create Workspace" to proceed.

Workspaces are the top-level organizational units in the application. They can represent:

  • Research institutions or departments
  • Research groups or labs
  • Collaborative initiatives across institutions
  • Individual research programs

Workspace Settings

Once your workspace is created, you can customize it further through the settings page:

Accessing Workspace Settings

  1. Click on your workspace name in the navigation menu.
  2. Select "Workspace Settings" from the dropdown menu.

Available Settings

In the workspace settings, you can:

  • Update workspace details: Change the name and description of your workspace.
  • Manage team: Invite collaborators to your workspace.
  • View projects: See all projects within the workspace.

Creating Your First Project

With your workspace set up, you can now create your first research project:

  1. From your workspace dashboard, click the "Create New Project" button.
  2. Select a subscription tier that matches your project needs.
  3. Enter a name for your project that reflects its research focus.
  4. Add a description to provide context about the project's purpose and goals.
  5. Accept the terms and conditions.
  6. Click "Create Project" to finalize.

Once your project is created, you'll be taken to the project dashboard where you can:

  • Create data models to structure your research data
  • Invite team members to collaborate
  • Configure project settings
  • Start entering research records

Each workspace can contain multiple projects, each with its own team, models, and data. Organize your research logically by creating separate projects for distinct research initiatives.

Subscription Tiers

When creating a project, you'll need to select a subscription tier. The application offers subscription options to match different research needs:

Planula

Perfect for students and individual researchers

  • Up to 3 data models
  • Up to 30 model attributes
  • Maximum 300 records
  • No additional team members

Polyp

Designed for small research teams

  • Up to 8 data models
  • Up to 80 model attributes
  • Maximum 5,000 records
  • Up to 15 additional team members
  • Export records
  • Activity tracking
  • Data visualization tools (8 per user)

Jelly

Advanced features for growing research teams

  • Up to 15 data models
  • Up to 150 model attributes
  • Maximum 50,000 records
  • Up to 50 additional team members
  • Export records
  • Import records
  • Activity tracking
  • Data visualization tools (15 per user)

Swarm

Enterprise features for large institutions and departments

  • Up to 25 data models
  • Up to 250 model attributes
  • Maximum 500,000 records
  • Up to 100 additional team members
  • Export records
  • Import records
  • Activity tracking
  • Data visualization tools (25 per user)

Bloom

Virtually unlimited scale for major research initiatives

  • Up to 100 data models
  • Up to 1000 model attributes
  • Maximum 5,000,000 records
  • Up to 200 additional team members
  • Export records
  • Import records
  • Activity tracking
  • Data visualization tools (50 per user)

You can start with a lower tier and upgrade later as your research grows. Your data will be preserved when upgrading to a higher tier.