Find your task

Choose what you want to accomplish. Each link takes you to the guide for that task.

Your account and access

I want to…	Guide
Get ready after my first sign-in	First login
Understand what I am allowed to do	Roles and permissions
Protect my account	Two-factor authentication
Update my profile	Account settings
Manage members and access requests	Organization · Access requests

I want to…	Guide
Write a procedure	Create a protocol
Add instructions to a procedure	Create protocol steps
Collect measurements in a form	Structured data capture · Protocol forms
Put several procedures in order	Create a workflow · Add protocols
Review a procedure before use	Review drafts
Start grouped work	Create a batch
Track an individual item	Create a sample
Record results and finish a step	Execute laboratory work
Attach supporting files	Files
Understand reminders and overdue work	Alerts

I want to…	Guide
Find materials and quantities	Inventory
Set up storage locations	Locations
Order supplies	Procurement
Manage equipment records	Tools
Work with sequences, primers, or assemblies	Molecular Studio
Collect instrument results	Instrument setup

I want to…	Guide
Explore data and create a report	Reports
Repeat an analysis with Python or R	Your first pipeline
Ask the assistant for help	Digital Lab Assistant
Understand a signature request	Electronic signatures
Investigate who changed a record	Audit trail
Set up compliance controls	Compliance
Connect external software	API · MCP and agents

Cannot find what you need? Search using the name of the screen or the action you want to take. For an unfamiliar word, open the glossary.