To begin we will create a group and project to which you will add users and data. Groups are typically a lab, virtual team, or collaboration partner.
In the left navigation menu, click Groups . From the Groups page you can:
Click Create New Group, and enter the Group Name and Group ID.
The Group name cannot include special characters
The Group ID cannot be changed later on
Here you can create new projects within the group. Typically projects are focused on a specific study or a funding source, so if you want to share or export your findings, all of the relevant images, metadata, and analyses are included.
Click on the project name to go to that project.
This tab shows users who have a group role. We'll add users in the next article if you have not created any yet.
To additional users to a group:
Select a user from the list and choose a permission level. This permission level sets the group role. Group roles give users broad permissions for what they can do within a group. For example, the admin role can add users to the group and edit permissions. Group roles are Admin, read-write, and read. Note that giving a user a group role does NOT automatically give them access to projects within the group. You must add them individually to each project or add the user via the the Project Template tab.
Learn more about what users can do with each role in our article on roles and permissions.
Tip: To add users to a project without giving them a group role, add them via the Permissions tab in the project itself.
Project templates allow you to add a user to all projects underneath a group and assign them a role. Users added to the project template are automatically added to all future projects created underneath the group.
Tip: To only add users to existing projects but not future projects, add the user to projects using the Permissions tab on the Users page (we'll cover this in the next article.)
Select a user. and choose a role. Note that this role is a project role (not a group role)
By default, projects have Admin, read-write, and read-only permissions. However, Site Admins can create custom project roles (this guide will cover custom roles later on). With custom roles you can enable or disable individual permissions to give you granular control.
Enable Add user to all projects in this group to automatically add the user to existing projects as well as future projects.
Create tags for annotating your data, or to help you mark data for a processing pipeline. Tags can also be used when querying data in Advanced Search or when creating a Data View. Creating tags is a 2-step process. First, create your new tags at the group level (only site admins can new tags.) Next, users can add those tags to data.
Click Next to begin creating users and adding them to your group and project.