Getting Started

Getting Started

Getting Started

Welcome to the Researcher Manager help center! We've designed this platform to assist researchers in managing and organizing their projects effectively. If you're new here, this guide will walk you through the basic steps to get you up and running.

Step 1: Log in or Sign up

Before you dive in, make sure you've created an account or logged into your existing one.

Step 2: Familiarize Yourself with the Dashboard

Once logged in, you'll be presented with the main dashboard. This is where all your research projects and related details will reside.

Step 3: Create Your First Research Project

Click on "Creating a Research Project" from the left sidebar for detailed instructions. Give your project a meaningful name, set the timeline, and fill in other relevant details.

Step 4: Add Participants

Every research project requires participants. Navigate to the "Participants" section to add new participants, edit their details, or set specific configurations like "Incognito Participant Setting."

Step 5: Organize with Folders

Make use of the "Research Folders" section to:

  • Add new folders
  • Edit or delete existing folders
  • Associate folders with specific projects for better organization

Step 6: Explore Additional Features

  • The Document Library offers a summary of Researcher Manager features and functionalities.
  • Ensure your Billing Details are up-to-date.
  • The CommandBar is a powerful tool to streamline your tasks, so make sure to check out how it works.

Step 7: Seek Assistance When Needed

Got stuck somewhere? Navigate through our help center topics from the left sidebar or use the search bar to find answers to your questions.

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Remember: The best way to get acquainted is by exploring. So, take a deep breath and dive in!