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This guide is divided into two sections: one for Lab Admins/PIs who need to set up and manage a labspace, and one for Lab Users who will be using the system for day-to-day inventory management.

Setup for Admin/PI

Learn how to create and configure your labspace, set up locations, categories, roles, and invite team members.

Setup for Lab User

Learn how to join a labspace, navigate the platform, and use key features for day-to-day inventory management.

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For Lab Admins & Principal Investigators

As a lab administrator or PI, you’ll be responsible for setting up your labspace and inviting team members. Follow these steps to get started.

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Step 1: Create Your Labspace

A labspace is your lab’s dedicated workspace where all inventory, equipment, and projects are managed.
1

Sign up for an account

Create your Indaggo account at the registration page. You’ll need to verify your email address.
2

Create a new labspace

After logging in, click on “Create Labspace” from your dashboard. You’ll need to provide:
  • Labspace ID: A unique identifier (lowercase letters, numbers, hyphens, and underscores only)
  • Labspace Name: The display name for your lab
  • Description: Brief description of your lab
  • Country: Your lab’s location
  • Currency: Default currency for pricing
3

Configure initial settings

Set up your labspace preferences including:
  • Default measurement units
  • Storage regions for attachments
  • Lab contact information

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Step 2: Set Up Your Lab Structure

Before inviting users, organize your labspace with the fundamental building blocks:
Define where items are stored (e.g., “Freezer A”, “Shelf 2”, “Room 301”). Locations can be nested to create hierarchies like “Building > Room > Cabinet > Shelf”.Navigate to Settings > Locations to add your storage locations.
Organize products and equipment by type (e.g., “Reagents”, “Antibodies”, “Microscopes”). Categories help users find items quickly.Navigate to Settings > Categories to create your category structure.
Add suppliers and vendors where you purchase items (e.g., “Sigma-Aldrich”, “Thermo Fisher”, “VWR”).Navigate to Settings > Sources to add your suppliers.

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Step 3: Configure Roles & Permissions

Set up user roles to control what team members can do in your labspace.

Lab Manager

Full access to approve orders, manage inventory, and configure settings

Lab User

Can view inventory, submit requests, and log usage

Lab Viewer

Read-only access to view inventory and reports

Custom Roles

Create roles with specific permissions tailored to your workflow
Navigate to Settings > Roles to view default roles or create custom ones with specific permissions.

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Step 4: Invite Lab Members

Once your labspace is set up, invite your team members.
1

Go to Members section

Navigate to Settings > Members in your labspace
2

Send invitations

Click “Invite Member” and enter:
  • Email address of the person you’re inviting
  • Role to assign (Lab Manager, Lab User, etc.)
They’ll receive an email invitation to join your labspace.
3

Manage permissions

You can modify member roles or remove members at any time from the Members page.
Pro Tip: Start with a few key locations and categories. You can always add more as your needs evolve. It’s easier to start simple and expand than to over-engineer from the start.

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Step 5: Import Existing Inventory (Optional)

If you have existing inventory data, use the bulk import feature to quickly populate your labspace. Navigate to Lab Inventory > Import and upload a spreadsheet with your current inventory. The system supports Excel files with products, aliquots, locations, categories, and sources.
See the Inventory Import guide for detailed instructions on formatting your import file.

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For Lab Users

As a lab user, you’ll use Indaggo to track inventory, request supplies, and log experimental usage. Here’s how to get started and navigate the platform.

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Getting Started

1

Register for an account

If you don’t have an account yet, sign up at the registration page. You’ll need to:
  • Provide your email address and create a password
  • Verify your email address by clicking the link sent to your inbox
  • Complete your profile with your name
2

Join your labspace

After your lab admin sends you an invitation:
  • Check your email for the labspace invitation
  • Click the invitation link to join the labspace
  • You’ll be automatically added with the role assigned by your admin
3

Familiarize yourself with the navigation

Once you’re in, the sidebar contains all the main features organized by category. Let’s explore each section.
The sidebar is divided into three main sections:
Your personal workspace within the labspace

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My Bench Section

Your personal workspace for tracking your own projects and inventory.
Manage your individual research projects and experiments.
  • Create Projects: Set up your own research projects
  • Log Experiments: Document experiments within your projects
  • Track Usage: Record products and equipment used in your work
  • Attach Files: Upload protocols, data, and results
  • Link to Grants: Associate experiments with funding sources
Note: If you don’t have permission to create projects, this will show “Lab Projects” instead, displaying all lab projects you can view.Learn more about Projects & Experiments
View items you’ve checked out or are responsible for.
  • Personal Items: See all items assigned to you
  • Item Count: Quick badge showing how many items you have
  • Quick Access: Easily track what you’re currently using
  • Return Items: Manage items when you’re done with them
This helps you keep track of what’s in your personal workspace or bench area.

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Labspace Section

Main features for managing shared lab resources.
Overview of your labspace at a glance.
  • Quick Stats: See inventory levels, pending requests, and recent activity
  • Reports: Access various reports including:
    • Equipment expiring soon
    • Equipment requiring maintenance
    • Products expiring soon
    • Products with low inventory
  • Activity Feed: View recent changes and updates in your lab
Your starting point to see the overall health and status of your labspace.
Central hub for all lab products, equipment, and locations.This is your main inventory management area with three tabs:Products Tab:
  • Browse all chemical reagents, consumables, and supplies
  • View quantities, lot numbers, expiration dates, and locations
  • Search and filter by category, location, or custom attributes
  • Add new products or aliquots
  • Check stock levels and expiration alerts
Equipment Tab:
  • View all lab equipment with specifications
  • Check equipment availability and location
  • Checkout equipment for your experiments
  • Track maintenance schedules and certifications
  • Log equipment usage time
Locations Tab:
  • Navigate your lab’s storage hierarchy
  • See what’s stored in each location
  • Manage nested locations (Room > Freezer > Shelf)
Learn more about Products | Learn more about Equipment | Learn more about Locations
Submit and track purchase requests.When you need new supplies or existing inventory is running low:
  • Create Request: Submit a request for items to purchase
  • Specify Details: Include product info, quantity, supplier, and justification
  • Track Status: Monitor requests through pending, approved, or rejected states
  • Add Comments: Communicate with lab managers about your request
  • View History: See all your past requests
The default view shows all pending requests. Lab managers will review and approve before creating orders.Learn more about Product Requests
Manage orders from approval to receiving.Track the purchasing lifecycle:
  • Active Orders: View outstanding orders with expected delivery dates
  • Approved Requests: See requests that have been approved but not yet ordered
  • Update Status: Mark items as ordered, shipped, or received
  • Receive Items: When orders arrive, move them into inventory with:
    • Lot numbers
    • Expiration dates
    • Storage locations
    • Pricing information
  • Quick Storage: Temporarily store items before final organization
  • Order History: Review all completed orders
The default view shows outstanding orders that need attention.Learn more about Product Orders

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Advanced Features (Permission-Based)

Some features are only visible if you have the appropriate permissions:
Manage safety and compliance documentation. (Admin access required)
  • MSDS Management: Track Material Safety Data Sheets for all products
  • Missing MSDS: Identify products lacking safety documentation
  • Compliance Reports: Generate reports for audits and inspections
  • Document Attachments: Upload and manage safety documents
Track lab spending and budgets. (Admin access required)
  • Budget Overview: Monitor spending across categories and grants
  • Order Costs: Track expenses for all product orders
  • Grant Tracking: See spending per grant or funding source
  • Financial Reports: Generate expense reports for your lab

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Settings Section

Access labspace configuration and your profile settings.
Manage labspace configuration and your account.The Settings page includes multiple sections:General Settings (Admin only):
  • Update labspace name, description, and basic info
  • Configure default units and preferences
  • Manage storage regions
Users & Access:
  • View all labspace members
  • See user profiles and contact information
  • Manage invitations (Admin only)
  • Configure roles and permissions (Admin only)
Lab Organization:
  • Manage locations, categories, and sources (typically Admin only)
  • Configure grants and funding sources
  • Set up custom fields for products and equipment
Data Management:
  • Import inventory from spreadsheets
  • Export inventory data
  • Billing information (Admin only)
Advanced Settings (Admin only):
  • API access and integrations
  • Labspace deletion and danger zone actions
Learn more about Roles | Learn more about Settings

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Common Workflows

Finding a Reagent

Lab Inventory > Products
  1. Use search or browse by category/location
  2. Check quantity, lot number, and expiration
  3. Note the storage location
  4. If running low, create a Product Request

Requesting Supplies

Product Requests > Create Request
  1. Click “New Request”
  2. Search for existing product or add new one
  3. Specify quantity, supplier, and package size
  4. Add justification for the request
  5. Submit for manager approval

Receiving an Order

Product Orders > Move to Inventory
  1. When order arrives, mark it as received
  2. Click “Move to Inventory”
  3. Add parts with:
    • Lot number
    • Expiration date
    • Storage location
    • Price (optional)
  4. Item appears in Lab Inventory

Starting an Experiment

My Projects > New Experiment
  1. Select or create your project
  2. Add a new experiment
  3. Attach protocols or files
  4. Log product usage as you work
  5. Record equipment usage time

Checking Out Equipment

Lab Inventory > Equipment
  1. Find the equipment you need
  2. Click “Checkout”
  3. Equipment is now reserved for you
  4. Log usage when done
  5. Equipment becomes available again

Viewing Your Items

My Inventory
  1. See all items assigned to you
  2. Check quantities and locations
  3. Return items when finished
  4. Badge shows your total item count

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Tips for Effective Use

Search Tips: Use the search bar at the top to quickly find anything in your labspace - products, equipment, experiments, or people.
Expiration Tracking: Always check expiration dates in Lab Inventory. Expired items may be automatically flagged or hidden depending on your lab’s settings.
Notifications: Enable notifications in your profile to get alerts about low inventory, approved requests, and upcoming equipment maintenance.

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Need Help?

Documentation

Explore detailed guides for each feature

API Reference

Integrate Indaggo with your tools

Support

Contact our support team