Quick Start Guide

Welcome to WikiELN! This guide will help you get started with your WikiELN account, whether you're setting up a new entity or joining existing groups.

Logging In

1. Visit the WikiELN Website: Go to wikieln.com (opens in a new tab).
2. Log In:

• Click on the login button located in the upper right corner of the homepage.
• Enter your email and password to log in.
• If you prefer, you can log in using your Google account for a quicker setup.

3. User Profile Setup:

• After logging in, navigate to your user profile by visiting wikieln.com/user (opens in a new tab).
• If you logged in with your Google account, your first name, last name, and user icon will be automatically imported.
• If you used a different email, you’ll need to manually enter your first and last name on your user profile page.

Setting Up a New Entity

1. Choose a Client-Facing Name:

• Start by setting up your new entity. Choose a name that is appropriate and easily recognizable by your clients.
• This name will be visible to others you collaborate with, so make sure it represents your organization or project well.

2. Entity Availability:

• Once the entity is created, it will appear on your user profile.
• Within this entity, you'll find a recommended setup for groups that allows you to organize your work rapidly and securely.
• These groups are designed to help you manage access and collaboration effectively.

Joining Groups

1. Accepting Group Invitations:

• When you are invited to a group, you will receive a notification or invitation link.
• Upon accepting the group invitation, your name will be shared with the entity that owns the group.

2. Accessing the Entity:

• The entity associated with the group will now be listed on your user profile.
• Clicking on the entity will take you to a dashboard where you can see all the groups within that entity that you’ve joined.

3. Navigating Groups:

• Inside each group, you’ll find a collection of notebooks, and within each notebook, a series of reports.
• If you have write permissions, you can create new notebooks, reports, or upload files to the group.
• If you only have read permissions, you can still view and download any files that your group has access to.

Conclusion

With these steps, you're ready to start using WikiELN to manage your projects, collaborate with your team, and securely handle your documents. Whether you're setting up a new entity or joining an existing group, WikiELN provides the tools you need to succeed.

Explore more features and in-depth guides as you continue to use WikiELN!