Getting Started

Roles and Prerequisites

Target Roles

All platform roles share the sign-in and navigation steps in this page. For the operation scope of each role, see Permissions.

Role	Default landing page after sign-in
Administrator	Overview, or the default homepage configured in the system
Project Manager	Overview, or the default homepage configured in the system
Collector	Collection task page
Annotator	Annotation task page
Auditor	Annotation task page
Guest	No default landing page; the system reports that the current account does not have access permission

Prerequisites

Item	Requirement
Account	Created by an administrator with a role assigned; the platform does not offer self-registration
Browser	The latest version of Chrome or Edge
Network	Access to the platform address; for on-premises deployment, open ports according to the site network policy
Permissions	The module permission for the target feature is Read Only or Read & write
Project membership	An administrator has added the account to the target project

Procedure

First Sign-in

1. Open the platform address to reach the sign-in page.
2. Enter the account and password.
3. Select Stay logged in as needed.
4. Select Sign In.
5. After a successful sign-in, the system redirects to the default landing page for the role, as shown below.

To reset a forgotten password, select Forgot Password? on the sign-in page and enter the email bound to the account to receive a reset link. If the account has no bound email, contact an administrator to reset it.

Interface Layout

Area	Contents
Left menu	First-level groups and second-level entries filtered by role
Top bar	Site navigation and language switching
User menu at the top right	Feedback, Manual, Select Theme, Change password, Switch language, Logout
Main area	The list or detail page of the current entry

The left menu is divided into four groups: Overview, Data, Model, and Manage. The role determines which entries are visible; see Permissions.

Minimal End-to-End Procedure

The steps below confirm that an account can reach its target feature.

1. After sign-in, confirm that the default landing page loads.
2. Select the entry for the role from the left menu, as listed below.
3. On the entry page, confirm that the list or form loads.
4. Select Logout from the user menu at the top right to return to the sign-in page.

Role	First entry	Path
Administrator	Manage → Project	/projects
Project Manager	Manage → Project	/projects
Collector	Data → Collect	/collections
Annotator	Data → Annotation	/tasks
Auditor	Data → Annotation	/tasks

Verification

Check	Expected result
Sign-in redirect	After sign-in, the default landing page for the role opens
Menu visibility	The left menu matches the role matrix in Permissions
Entry availability	The selected entry loads its list or form without a 403 message
Session exit	Logout returns to the sign-in page; opening a page that requires authentication redirects back to the sign-in page

Error Handling

Symptom	Possible cause	Resolution	Owner
Incorrect account or password message	The account or password was entered incorrectly	Re-enter; if it still fails, reset the password via Forgot Password?	This role
After sign-in, the current account does not have access permission	The account role is Guest	Contact an administrator to change the role	Administrator
The left menu is missing the target entry	The role cannot see the entry, or System Settings hides it	Check Permissions; an administrator adjusts the role or the entry visibility setting	Administrator
The menu is visible but the page redirects	The module permission for the target module is None	An administrator grants the permission in module permissions; it takes effect after signing in again	Administrator
The entry loads but is empty	The account does not belong to any project	An administrator adds the account to a project	Administrator
Password reset emails do not arrive	The account has no bound email	An administrator resets the password	Administrator

Related Pages

Page	Purpose
Permissions	Role permission matrix and permission hierarchy
Annotation Tasks	Task state machine and annotation entry
Collection task	Creating and running collection tasks
Project Management	Projects, members, and visibility range
Data Management	Dataset search, preview, and batch actions
Modules	Entry points and responsibilities of each module