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Joining an Existing DataScribe Organization

If you've received an invitation to join an existing DataScribe organization, this guide will help you set up your account and quickly become productive within your research team's environment.

Accepting Your Invitation

1. Access Your Invitation

  1. Check your email for an invitation from DataScribe
  2. Open the email and click the "Accept Invitation" button
  3. If you don't see the email, check your spam folder or ask your organization administrator to resend it

2. Creating Your Account

  1. After clicking the invitation link, you'll be prompted to create your account:
  2. Enter your full name
  3. Create a secure password
  4. Accept the terms of service

  5. Click "Create Account"

  6. If you already have a DataScribe account:

  7. Click "Already have an account?"
  8. Sign in with your existing credentials
  9. The organization will be added to your account

3. Complete Your Profile

  1. Add your professional details:
  2. Job title
  3. Department/team
  4. Professional bio (optional)

  5. Profile picture (optional)

  6. Set your notification preferences:

  7. Email notifications
  8. In-app alerts
  9. Daily/weekly digests

Understanding Your Role

Your organization administrator has assigned you one of the following roles that determine what you can access and modify:

Admin

  • Full access to all organization settings
  • Can invite and manage users
  • Can create and modify all data structures
  • Can design and deploy Data Travelers
  • Can run and configure all analyses

Editor

  • Can modify existing data structures
  • Can create and use Data Travelers
  • Can run analyses on accessible datasets
  • Limited access to organization settings

Contributor

  • Can input data using Data Travelers
  • Can view specified data structures
  • Can run pre-configured analyses
  • Cannot modify data structures

Viewer

  • Read-only access to specified data
  • Can view analysis results
  • Cannot input or modify data
  • Cannot run new analyses

Connecting to Your Organization's Resources

1. Exploring Available Data Structures

  1. Navigate to the "Data Structures" tab
  2. Browse the folder hierarchies available to you
  3. Note which structures you have permission to modify
  4. Review any documentation provided by your team

2. Working with Data Travelers

  1. Go to the "Data Travelers" section
  2. View travelers assigned to you in "My Tasks"
  3. Review any travelers you're responsible for creating or managing
  4. Understand submission deadlines and requirements

3. Accessing Analysis Tools

  1. Visit the "Data Analysis" section
  2. Explore available datasets
  3. Review existing analysis projects
  4. Understand which tools you have permission to use

Google Drive Integration

If your organization uses Google Drive integration:

  1. Navigate to "Settings" → "Integrations"
  2. Click "Connect Google Drive"
  3. Follow the OAuth authorization prompts
  4. Select which personal Drive folders to make available (if allowed by your organization)

First Steps to Productivity

1. Review Organization Documentation

  1. Check the "Resources" section for onboarding materials
  2. Review any protocol documents shared by your team
  3. Understand organization-specific nomenclature and standards

2. Complete Assigned Tasks

  1. Review your dashboard for assigned Data Travelers
  2. Note any upcoming deadlines
  3. Complete your first data entry assignments

3. Connect with Team Members

  1. Browse the "Team" section to see colleagues
  2. Use the in-app messaging to introduce yourself
  3. Attend any scheduled onboarding meetings

Getting Help Within Your Organization

If you encounter issues or have questions:

  1. Contact your organization administrator (listed in the "About" section)
  2. Check the organization's internal documentation
  3. Explore the DataScribe knowledge base
  4. For technical issues, contact support@datascribe.cloud

Welcome to your new DataScribe organization!