Rails Documentation
  • Welcome!
  • What is Rails?
  • Terminology
  • Quick Start
    • Account Creation
    • Organizations
  • Navigating your Homepage
    • Adding a Record
    • Bulk Upload
    • Using the Search Bar
    • Navigating the Objects Page
    • Editing a Record
    • Creating a New Object
    • Navigating Fields
  • CREATING CUSTOM DASHBOARDS
    • Creating a View
    • Adding a New Dashboard
    • Creating a Table Widget
    • Moving and Resizing Widgets
  • USING GUIDERAILS
    • What is GuideRails?
    • Example Usage
    • Limitations
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  1. Quick Start

Organizations

In case you have multiple sites

PreviousAccount CreationNextAdding a Record

Last updated 9 months ago

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After completing your account creation, you have one of two options to begin using Rails:

1. Receive an Organization invitation: In order to join an existing Rails organization, you must ask the Organization Admin to send you an invite link. After the invitation is successfully sent, it will appear on your Organizations page. Clicking confirm as seen in the screenshot below will add you to the Organization enabling access.

2. Create a new Organization To create a new Organization, click into the ‘Add Organization’ button seen in the screenshot above.

Then follow the prompts to create a new Organization.

Organization Invite
New Organization
Organization Page