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CatalogIt Basics

2,743 bytes added, 22:48, 10 May 2022
* Scroll through the available fields and enter the data you wish. When you are finished, click “SAVE” in the upper right corner.
 
== How to use "Collection" and "Category" ==
CatalogIt allows users to organize their collections in many different ways. While you are able to be very specific with your cataloging through the use of authoritative classifications, we recognize that you may organize your collections in ways that are specific to you, and with the “'''Collection'''” and “'''Category'''” fields, you are able to do just that.
 
The “'''Collection'''” field, which is available in CatalogIt Museum and Organization accounts, is a repeating field that allows you to break up your own collection into distinct groups that you create and assign. For example, you may have a named collection within your permanent collection called “Jane Smith Craft and Decorative Art Collection.” This same item may also be in your overall “Craft and Decorative Art Collection” and CatalogIt allows you to include multiple collections to ensure you are identifying your collections as specifically as required.
 
The “'''Category'''” field, included in all account types, enables you to classify your collection into categories and subcategories that you define. This is a hierarchical field that allows you to create categories and related subcategories. For example, if you are a collector of vintage household goods (like vintage crockery), you are able to create a category called “Household Goods” and a subcategory of “Kitchenware”, and a second subcategory of “dinner service” for cataloging your vintage soup tureen.
 
These are both user-defined fields. Users can create as many profiles as needed to ensure their collections are organized and categorized in ways that are of most use to them.
== Managing Photos and PDFs ==
== Creating a Subscription ==
If you've exceeded 100 50 Entries, it's time to subscribe! To subscribe, you'll need to be at your computer (this is one function in CatalogIt that isn't available from a mobile device). Follow these steps:
* Log in from your desktop or laptop computer.
== Adding Collaborators (Users) to your Account ==
With CatalogIt multiple users can view and edit the same account at the same time to collaborate on the entries Entries and profilesProfiles. You can add and remove users and control the level of access each user has. To add users to your account, an Account Owner just needs to send an email to [[support@catalogit.app]] with the email address of each person they'd like to add. We will add them as "read-only" users, and the Owner can then log in, go to Settings, then Collaborators, and change the level of access by clicking on the edit pencil next to the user. The access levels currently available are: * Owner: Can do everything. Can manage account-level settings: subscription, default settings, and name, and can request that we add or remove users. * Admin: Can do everything an Owner can do but cannot request that we add or remove collaborators, cannot manage subscription. * Read-Write: Can add/update/delete single Entries. Can add, update, delete, and replace Profiles. For bulk operations, can add only, cannot update (i.e. replace or delete). Cannot manage account-level settings or web publishing settings. * Editor: Can create and edit Entries and Profiles but cannot delete them. For Bulk operations, can add only, cannot update (i.e. cannot replace or delete existing data). Cannot publish new or existing Entries to the web (i.e. cannot make a non-shared Entry public, cannot create a new Entry in a published Folder, cannot move an existing Entry into a published Folder).
To add users to your account, the Account Owner just needs to send an email to [[support@catalogit.app]] with the email address of each person they'd like to add, and for each, indicate whether they should have read*Read-only, read-write, Only: Can view all records but cannot edit or owner access to the accountdelete them. Soon, account owners will be able to manage this process themselves, but in the meantimeCannot download images or other media files, we are glad to helpcannot generate reports.
== Getting Help ==

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