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First steps · Administrator

First steps for administrators

Join an existing workspace, then look after inventory, loans and members with your access.

  1. Join the workspace

    Open your invitation and confirm your email with the code from the email.

  2. Find your way around

    In the app, Account has Manage inventory, Users and Operations history. On a computer, the Portal has Inventory, Loans, Activity and Settings for the same work.

  3. Browse the inventory

    Search, filter and open items in the app or the Portal.

  4. Add and organise equipment

    Add items with photos. Categories and locations live under Account → Manage inventory → Categories and locations.

  5. Print and test labels

    Print QR labels in the app or the Portal, then scan one to check it.

  6. Watch the loans

    Account → Operations history and the Portal’s Loans show what’s out and what’s overdue.

  7. Invite members

    Invite people as members. Administrators are invited by a workspace owner.

  8. Review activity

    Filter Activity in the Portal and export a CSV when you need a record.

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