> ## Documentation Index
> Fetch the complete documentation index at: https://docs.indaggo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start for Admin/PI

> Set up and configure your labspace as a lab administrator or principal investigator

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.

## Step 1: Create Your Labspace

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

<Steps>
  <Step title="Sign up for an account">
    Create your Indaggo account at the registration page. You'll need to verify your email address.
  </Step>

  <Step title="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
  </Step>

  <Step title="Configure initial settings">
    Set up your labspace preferences including:

    * Default measurement units
    * Storage regions for attachments
    * Lab contact information
  </Step>
</Steps>

## Step 2: Set Up Your Lab Structure

Before inviting users, organize your labspace with the fundamental building blocks:

<AccordionGroup>
  <Accordion title="Create Locations">
    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.
  </Accordion>

  <Accordion title="Add Categories">
    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.
  </Accordion>

  <Accordion title="Add Sources/Suppliers">
    Add suppliers and vendors where you purchase items (e.g., "Sigma-Aldrich", "Thermo Fisher", "VWR").

    Navigate to **Settings > Sources** to add your suppliers.
  </Accordion>
</AccordionGroup>

## Step 3: Configure Roles & Permissions

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

<CardGroup cols={2}>
  <Card title="Lab Manager">
    Full access to approve orders, manage inventory, and configure settings
  </Card>

  <Card title="Lab User">
    Can view inventory, submit requests, and log usage
  </Card>

  <Card title="Lab Viewer">
    Read-only access to view inventory and reports
  </Card>

  <Card title="Custom Roles">
    Create roles with specific permissions tailored to your workflow
  </Card>
</CardGroup>

Navigate to **Settings > Roles** to view default roles or create custom ones with specific permissions.

## Step 4: Invite Lab Members

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

<Steps>
  <Step title="Go to Members section">
    Navigate to **Settings > Members** in your labspace
  </Step>

  <Step title="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.
  </Step>

  <Step title="Manage permissions">
    You can modify member roles or remove members at any time from the Members page.
  </Step>
</Steps>

<Tip>
  **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.
</Tip>

## 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.

<Note>
  See the [Inventory Import](/essentials/labspaces/inventory-import) guide for detailed instructions on formatting your import file.
</Note>

***

## Need Help?

<CardGroup cols={3}>
  <Card title="Documentation" href="/essentials/labspaces/index">
    Explore detailed guides for each feature
  </Card>

  <Card title="Support" href="mailto:support@indaggo.com">
    Contact our support team
  </Card>
</CardGroup>