Quick Start Guide for Admins

Overview

This guide walks a new Soarvo Administrator through the essential setup steps — from first login to having a team member working with live data. Estimated time: 15–30 minutes.

Step 1 — Log In

1. Open your invitation email and click the activation link.
2. Set your password.
3. Go to live.soarvo.com, log in, and accept the Terms of Use.

📖 Logging In for the First Time

Step 2 — Understand the Structure

Soarvo organises data as Projects → Locations. A project groups related sites; a location holds the actual datasets for one specific site.

📖 How Soarvo Structures Data

Step 3 — Create Your First Project

1. On the home screen, click the + New Project card.
2. Enter a Project name and pick a Project category.
3. Set the Coordinate system and Measurement system.
4. Click Go to Project.

📖 Creating a Project

Step 4 — Create Your First Location

1. Inside your new project, click to add a location.
2. Name the location and set its map pin coordinates.
3. Save.

📖 Creating a Location

Step 5 — Upload Data

1. Open the location.
2. Find the File upload panel in the Data Viewer.
3. Click Upload files, select your file, and wait for the green tick ✓.

📖 Uploading Data | Supported File Formats

Step 6 — Invite a Team Member

1. Click the account icon → User Management → + New user.
2. Enter their email and assign a role.
3. Share the project or location with them once they confirm.

📖 Inviting Users | Sharing Projects & Locations

What's Next?

• User Roles Explained
• Data Viewer Overview