Who this is for?
Use this guide if you prepare and manage data — creating projects, importing files (including SPSS), defining structure, and controlling access for your organization.1. Set up Billing and Capacity
- Review your entitlement and usage: SaaS Plans & Usage
2. Create and Structure a Project
- From the Projects List, create a new project and open its Data Entry Page
- Manage vendors and individuals: Vendor List, Vendor Page, Create a Vendor, Individual List, Individual Page, Create an Individual
- Understand roles and responsibilities: Vendor Individual Roles
3. Prepare and Import Your Data
- Start with a Placeholder File and a Sample File, and real files later.
- Import new records with Bulk Upload or Multi Bulk Upload
- Complete Data Entry
- For SPSS workflows, see SPSS Overview, import via SPSS Data Entry, and align map field in Map SPSS Fields.
- Create a Trends
4. Validate Structure and Documentation
- Prepare your SPSS
- Open the Data Profile to review and document fields, constraints, and metadata
- Iterate imports until validation passes
5. Configure Users and Governance
- Add users and assign them to groups: User Management, User Groups, Admin Management
- Scope access by entity or project: Entity Access
- Enforce auth controls and policies: Security Settings
- If appropriate, enable public‑read content: Public Access
6. Map Visualization
- Build maps and geospatial drilldowns: Maps Overrview, Drilldown Map
- Visualize questions on maps: Map Visualization (Questions)
7. Organization Setups
- Curate the landing experience: Homepage Setup
- Understand Organization
8. AI Workflows
- Explore your dataset by talking to it with AI Assisted Data Chat
- Turn open-text responses into structured data with AI Open-Ended Analysis
What’s next
- Measure adoption and key metrics in Dashboard
- Help colleagues get set up using the companion guide: Getting Started: Data User