Role guides
Start here when you are not sure which user does what.
All role guidesUniversity repository teamsLibrarian / Repository ManagerStudentsResearchersReviewers and examinersSupervisor email approvalPublic visitorsInrep Scholar Docs
Plain-English guides for repository setup, uploads, review workflows, access control and public discovery. Each guide explains what the feature means, who should use it, the exact steps, common mistakes and what to do when something goes wrong.
For non-technical users
Use the docs like a checklist.
Do not guess where to click. Pick the guide that matches your task, read the short explanation first, then follow the steps in order. Repository teams can also use these pages as staff training material.
Getting started
Prepare the institution structure before uploads begin.
Set up your institutionCreate faculties and departmentsAdd users and rolesConfigure repository basicsUploading records
Prepare one record or many records without breaking metadata quality.
Upload a single projectPrepare a bulk upload CSVValidate PDFsFix rejected recordsReview workflow
Understand what happens before a record becomes visible to the public.
Review submitted recordsRequest correctionsApprove publicationTrack decision historyAccess control
Decide who can view, download or request controlled documents.
Understand access typesApprove access requestsUse protected viewingManage embargoed recordsDiscovery
Help public users find, cite and verify approved records.
Search recordsFilter by institutionCopy citationsMetadata harvesting overviewStudent workspace
Guide students from registration to final submission status.
Student registrationStudent dashboardStudent upload workflowPrompt with AI and deep researchGraduation lifecycle cleanupRepository operations
Keep the repository clean after launch.
Configure repository basicsTrack decision historyManage embargoed recordsResolve common repository issuesPopular articles
Common setup tasks.
Role guidesStep-by-step help written for repository teams and first-time users.Open guideSet up institutionStep-by-step help written for repository teams and first-time users.Open guideUpload a single projectStep-by-step help written for repository teams and first-time users.Open guidePrepare bulk upload CSVStep-by-step help written for repository teams and first-time users.Open guideApprove publicationStep-by-step help written for repository teams and first-time users.Open guideManage access requestsStep-by-step help written for repository teams and first-time users.Open guideConfigure repository basicsStep-by-step help written for repository teams and first-time users.Open guide
Need implementation help?
Repository teams can request guidance for setup, upload templates, permissions, migration and staff training.