Welcome to mbrella!
Here are a few first steps we recommend.
1) Explore the Sample Co Organization setup on your account. This Organization folder is setup as a training area for your users.
You can find it by using the Search Bar on the top of the page and type "sam". You will see a list of organizations matching your search criteria. Click on Sample Co to explore.
- Upload a trial Document
- Search by Tag
- Tag and unTag a Document or Item
- Add an Item with a Rating or two
The Admin tab at the top right of the page is where you can customize your instance. You can manage users, global tags, custom fields, and create teams.
2) Add Users
Under admin, click on the Users link. From here, you can list all users in the system, and their 'Role' or Type. As you create users, an email will be sent to the new user with a link to your custom site, their user id (email address) and a new random password.
Users vs Members:
Users have full access to your account and can work within any Organization in your hierarchy or network (group of organizations). Users can invite any number of members to your account.
Members are invited at the Organization-level. Typically, you would 'Invite' a Vendor to see his/her data and to upload documents directly into your account. They can also collaborate and add/edit data within their organization.
3) Add Data!
There are 3 methods to get your data into mbrella:
- upload document or csv,
- Key enter new Data
- Upload via our REST API