First steps

Create the admin account

On a new server, the first visit opens Set up Holdall. Enter your name, email and a password of at least 10 characters. This account is the admin: it can invite people and install plugins. The setup page stops working as soon as this account exists.

The desktop app skips this step: it creates a local account and signs you in.

Invite people

Open Admin in the side bar.

1. Under Invitations, choose Member or Admin, then Create invitation link.
2. Copy the link and send it yourself, by message or email. Holdall sends no email.
3. The link works once and expires after 7 days. It is shown only once: anyone who has it can create an account. Revoke cancels an open invitation.

Under Registration, Open to anyone lets anyone who reaches your Holdall create a member account without an invitation. Invitation only is the default.

Under People, change someone’s role between Member and Admin, or create a Reset password link for someone who forgot their password. Send it yourself; it works once, for 60 minutes, and signs the person out on every device.

Roles

Role	Can
Member	Use every module with their own data, customize their own layout and theme, turn installed plugins on or off.
Admin	Everything a member can, plus invite people, change roles, create password reset links, open registration, install and remove plugins, add CalDAV servers on the local network.

Nobody, not even an admin, can open another person’s notes, tasks, events or files in Holdall. The only exception is a plugin with dangerous permissions, which the admin must allow on purpose (see Use plugins).

Find your way around

The side bar has three groups:

• Today, Notes, Tasks, Calendar;
• Media and files: Downloads, Files, Converter;
• System: Plugins, Settings, Admin (admins only).

Plugins can add their own pages to the side bar. On a phone, the main pages move to a bar at the bottom of the screen.