Getting Started with Shelf

Step 1: You Got Your License -- What's Next?

Upon purchasing a Team License, your license applies to a workspace you own.

• If you had a trial workspace, it's now upgraded.
• If you purchased via invoice without an existing workspace, you'll need to create it manually.

Create your team workspace at the account details section.

Note: Each user can have only one personal workspace, but there's no limit to how many team workspaces you can create or join.

Step 2: Add Your Assets

You can populate your workspace in three ways:

Option 1 -- Add Manually

Create assets individually using the "Add asset" button inside your workspace.

Option 2 -- Import via CSV

Use the CSV Import Helper to prepare your import file. Shelf automatically matches headers to your database fields.

Tip: For items with existing QR or barcodes, ensure your header reflects the correct format (e.g., barcode_Code128 for Code 128 barcodes).

Minimal CSV Structure Example:

Option 3 -- Add or Link QR Codes

Two approaches available:

1. Shelf Codes (Generated in-app): Add or print labels from within Shelf.
2. External Codes (Add-On Enabled): Include existing codes directly in CSV or link manually.

For manual linking, see: How to use alternative barcodes in Shelf.

Step 3: Printing Labels and QR Codes

1. From an Asset Page

Open any asset and click "Download" on the asset label to generate a .png file.

Note: Shelf labels are square (1:1 aspect ratio) -- use square label paper for efficiency.

2. From the Asset Index (Bulk Download)

Go to your Assets list, select multiple assets, click "Actions", then "Download QR codes" to receive a .zip file.

Warning: If QR codes appear empty, simply click "Download QR codes" again.

Step 4: Invite Your Team

Once your workspace is ready, invite team members through the user management section:

• Invite users via email
• Assign appropriate roles: Admin, Manager, Staff, Viewer
• Review permissions in the user roles documentation

Important: Verify you're in the correct workspace (check top-left corner) before inviting users.

Step 5: Start Managing Your Assets

Once setup is complete, you can:

• Assign custody or ownership of assets
• Create and approve bookings
• Scan QR codes to check in/out equipment
• Track maintenance and usage through activity logs

Tip: Use Categories, Locations, and Kits to organize your database efficiently.

Quick Recap

Need Help?

For questions or issues, contact: support@shelf.nu

Visit the Knowledge Base for additional resources.