Back to sign in

Sign in and switch organizations

Create your account, set up your organization or join your team, sign in with email or Google, stay signed in safely and move between the organizations you belong to.

TrialShelf works in your browser, on a computer or a phone. You sign in with your work email address and a password, or with your Google account.

Create your account

If a colleague invited you, open their invitation link and choose Create your account. TrialShelf fills in the address you were invited at and skips the first choice. Once you confirm your address, your invitation is waiting under Your invitations. See Join from an invitation.

  1. Open TrialShelf and choose Create an account.
  2. Choose what you are here to do:
    • Set up TrialShelf for my organization if your site, research network or company is new to TrialShelf. You will be its Owner.
    • Join my team if your colleagues already use TrialShelf.
  3. Enter Your name and your Work email.
  4. Choose a Password of at least 8 characters.
  5. Read the Terms of Service and Privacy Policy, linked on the page, and tick I accept the Terms of Service and Privacy Policy. Then choose Create account. Or choose Continue with Google to use your Google account instead of a password; it needs the box ticked too.
  6. If you used a password, TrialShelf sends a confirmation link to your email. Open it to confirm your address. Until you do, TrialShelf asks you to confirm your email first when you sign in.

Signing in never creates an organization by itself. Once your address is confirmed, TrialShelf opens the step you chose. If you open the link in another browser, TrialShelf asks again.

Set up your organization

  1. Under Name your organization, enter its name under Organization.
  2. Choose Create organization.

TrialShelf creates the organization and makes you its Owner. Home then shows Get started, the first steps to set it up. See Home and the Get started checklist.

If people at your work email's domain already use TrialShelf, and their organization lets people find it by domain, TrialShelf says so: choose Ask to join instead? to ask to join their organization rather than starting a second one.

Join your team

Join your team shows every way in:

  • Your invitations: invitations to the address you signed in with, with the organization, role and who invited you. Choose Join to accept one: TrialShelf opens the organization's Home. When an invitation is waiting, TrialShelf opens Join your team first.
  • Organizations at your domain: organizations that let people with your work email's domain find them. Choose Ask to join next to yours.
  • Ask to join with a code: ask your organization's Owner for its join code, enter it under Join code and choose Ask to join. Capitals and dashes do not matter.
  • Have an invitation link?: paste the whole link you were sent and choose Open invitation. See Join from an invitation.

Asking to join gives you no access by itself. When email is set up, the people who can approve your request are emailed that it is waiting. Your request shows under Your requests as Waiting for approval until an Owner or Site Director approves it with a role, or declines it. Once it is approved, sign in again or reload the page: TrialShelf opens your organization's Home. You can Withdraw a request while it waits.

Sign in

  1. Open TrialShelf and enter your Work email and Password.
  2. Choose Sign in. Or choose Continue with Google and pick your Google account.

If you opened a page of TrialShelf while signed out, you return to that page after signing in.

If you have not accepted the current Terms of Service and Privacy Policy, for example because they changed since you last signed in, TrialShelf asks you to before anything else. Read them, tick I accept the Terms of Service and Privacy Policy and choose Accept and continue. You only accept each version once.

Forgot your password?

  1. On the sign-in page, choose Forgot password?.
  2. Enter your Work email and choose Send the reset link. If a TrialShelf account uses that address, TrialShelf emails it a link.
  3. Open the link from the email. Enter a New password of at least 8 characters, enter it again under Type it again, and choose Save password and sign in.

If TrialShelf says the link is invalid or has expired, choose Ask for a new one.

Stay signed in safely

For security, TrialShelf signs you out after 15 minutes without activity. A minute before, it asks Are you still there? Choose Stay signed in to keep working, or Sign out now.

Moving the mouse, typing, scrolling or touching the screen in any open TrialShelf tab counts as activity. Closing the tab or putting the computer to sleep does not keep you signed in.

To sign out yourself, choose Sign out at the bottom of the sidebar. On a phone, open the menu first. Signing out ends your session in this browser only. Other devices stay signed in until they sign out or time out.

Switch organizations

You work in one organization at a time. Its name and your roles in it show at the bottom of the sidebar.

If you belong to more than one organization, the account panel at the bottom of the sidebar lists a Switch to button for each of the others. Choose one to switch: TrialShelf opens that organization's Home. Signing out forgets the choice, and you start in your first organization next time.

An organization TrialShelf has archived is no longer offered to switch to. If you are working in it, TrialShelf shows Archived organization: you can still read it and download its reports, but nothing in it can be changed. Buttons and links that would change something are hidden, including Mark order placed in TrialShelf for Chrome, and a page that changes records says This organization is read-only.

If you are not in an organization yet

Until you belong to an organization, every page of TrialShelf leads back to the step you chose at sign-up, or to Welcome to TrialShelf, for example after an invitation that could not be used. Choose Set up TrialShelf for my organization or Join my team, as above. Each step also links to the other.

Get help

If you cannot get in, or do not have an account yet and cannot create one, email support@trialshelf.com with your work email address and what you see. The TrialShelf team replies by email.

Once you are signed in, choose Send feedback in the sidebar to reach the TrialShelf team, or ask your organization's Owner. See Send feedback to the TrialShelf team.

You can read this article before you sign in, from Get help on the sign-in page.