Reference Set Tool 2 User Guide

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  1. Log into Reference Set Tool 2.0
  2. From the Dashboard, click the "Create Affiliate Organization" button in the My Organization section.
  3. Create your organization, filling in all required fields.
  4. From the Project page,
    1. Choose the Edition from the Dropdown menu in header, next to your Organization.
    2. Add users to your organization by clicking the user icon in the left navigation bar.
    3. Add a Project by clicking the folder icon in left navigation bar.
      1. now create new project by clicking button in upper right corner.
    4. .Add a Team to project by returning to the organization page by clicking the Organization Name in the header.
      1. Once you've created an affiliate organization, there will automatically be an Administration of the Organization team which can create projects, add users and create teams. Whomever created the organization is automatically added to this team. There will still need to be teams created that have the rolls of admin, author and reviewer, to then begin authoring reference sets.
      2. From the Organization Teams page, click the Create New Team button.
      3. Add the required information including the rolls (again, a project must have a team that includes: admin, author and reviewer rolls).
      4. Click Create New Team button.
      5. From the Team Users page, you can now add Existing Users (those that you have already added to the Organization).
        1. To add a new user to this team, go back to the Organization Users page
    5. Add a Team to a Project
      1. Return to the Organization / Project page.
      2. Click on the Project from the list that  you would like to add a Team to
      3. Click on the Configuration icon in the left navigation bar
      4. In the Teams box, click on the green + and click Save Teams

You are now able to create reference sets in your Project.

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