Mandrel User Guide

Everything you need to know to use Mandrel effectively

Welcome! This guide will help you understand and use Mandrel's powerful features. Whether you're managing data, creating collections, or collaborating with your team, you'll find all the information you need here.

Getting Started

Welcome to Mandrel! This powerful platform allows you to create custom data collections and manage content without any coding knowledge. Whether you're tracking inventory, managing contacts, or building internal tools, Mandrel adapts to your needs.

What You Can Do

πŸ“Š As a User

  • β€’ View and work with assigned collections
  • β€’ Add, edit, and delete records
  • β€’ Search and filter data
  • β€’ Get help from AI assistant

βš™οΈ As an Admin

  • β€’ Create custom collections
  • β€’ Design forms with visual builder
  • β€’ Manage users and permissions
  • β€’ View audit logs and analytics

Quick Start Guide

  1. Sign In: Use the credentials provided by your system administrator to access your account
  2. Explore Dashboard: After signing in, you'll see your dashboard with all available collections
  3. View Collections: Click on any collection to view its data and start working
  4. Add Your First Record: Click the "Add New" button and fill in the form
  5. Use Navigation: The menu on the left provides quick access to all features

πŸ’‘ Pro Tip

Use the AI chatbot (usually located in the bottom right or sidebar) to ask questions about how to use any feature. It can guide you through complex tasks and answer questions about your data.

πŸ”’ Security Note

If you received default credentials, change your password immediately after your first login. Go to your profile settings to update your password and personal information.

Core Features

Dynamic Collections

Create unlimited custom data models with flexible field types including text, numbers, dates, dropdowns, and references to other collections.

Visual Form Builder

Design beautiful forms using drag-and-drop interface. Organize fields into groups and tabs for better user experience.

Role-Based Permissions

Control access with granular permissions. Create custom roles with specific read, create, edit, and delete permissions for each collection.

Advanced Navigation

Build custom navigation menus that link directly to collections with different actions. Supports hover actions and permission-aware visibility.

Data Validation

Built-in validation with custom rules, required fields, unique constraints, and regex patterns to ensure data quality.

Enterprise Features

Session management, rate limiting, caching, email integration, and audit trails for enterprise-grade deployment.

Understanding Collections

Collections are the foundation of Mandrel. Think of a collection as a customizable database table where you define what information you want to track. Each collection has fields (columns) and records (rows of data).

What is a Collection?

Example: If you want to track products, you'd create a "Products" collection. You might add fields like: Name (text), Price (decimal), In Stock (boolean), Category (dropdown), and Supplier (reference to a Suppliers collection).

Creating a Collection (Admin Only)

  1. Navigate to Admin β†’ Collections in the sidebar
  2. Click "Create Collection" button
  3. Enter a descriptive name (e.g., "Products", "Customers", "Tasks")
  4. The slug is auto-generated but can be customized
  5. Add fields one by one with the "Add Field" button
  6. For each field, choose a type and set validation rules
  7. Click "Save" - your database table is created instantly!

⚠️ Important

Plan your collection structure carefully. While you can add new fields later, removing fields with existing data requires careful consideration.

Field Types Explained

πŸ“ String

Short text up to 255 characters

Best for: Names, titles, short descriptions, codes, email addresses

πŸ“„ Text

Long text with no length limit

Best for: Descriptions, notes, comments, articles, addresses

πŸ”’ Integer

Whole numbers only (no decimals)

Best for: Quantities, ages, counts, years, IDs

πŸ’° Decimal

Numbers with decimal points

Best for: Prices, percentages, measurements, ratings

βœ… Boolean

True/false or yes/no values

Best for: Active status, flags, toggles, is completed

πŸ†” UUID

Unique identifier automatically generated

Best for: Primary IDs, tracking codes, unique references

πŸ“… Date

Date selection (no time)

Best for: Birthdays, deadlines, start dates, event dates

πŸ• DateTime

Date and time combined

Best for: Appointments, timestamps, scheduled events

⏰ Time

Time only (no date)

Best for: Opening hours, duration, time slots

πŸ“‹ Dropdown

Select from predefined options

Best for: Status, category, priority, type, department

πŸ”— Reference

Link to another collection

Best for: Relationships like Customer→Orders, Product→Category

Collection Examples

πŸ“¦ Product Inventory

Track products in your store or warehouse:

  • β€’ Product Name (String), Description (Text), SKU (String)
  • β€’ Price (Decimal), Quantity in Stock (Integer)
  • β€’ Category (Reference to Categories), Supplier (Reference to Suppliers)
  • β€’ Is Active (Boolean), Last Restocked (Date)

πŸ‘₯ Contact Management

Manage customer or client contacts:

  • β€’ Full Name (String), Email (String), Phone (String)
  • β€’ Company (Reference to Companies), Status (Dropdown: Lead/Customer/Inactive)
  • β€’ Notes (Text), Last Contact Date (Date)
  • β€’ Is VIP (Boolean)

Dynamic Form Builder

The Form Builder lets you create custom layouts for data entry forms without any coding. Organize fields into logical groups and tabs for better user experience.

Form Structure

  • Header Groups: Main sections visible immediately
  • Subtabs: Organize complex forms into tabs
  • Field Groups: Logical groupings within tabs
  • Custom Labels: User-friendly field names

Building Forms

  1. Open Form Builder from collection page
  2. Drag fields from Available Fields panel
  3. Create groups and subtabs as needed
  4. Customize field labels and order
  5. Save configuration

Best Practices

  • Group related fields together for logical flow
  • Use subtabs for forms with 10+ fields
  • Put essential fields in header groups
  • Use clear, descriptive labels
  • Test forms with actual users

User & Role Management

User Roles

Super Admin

Full system access, can create other super admins and manage all collections.

Admin

Can create collections, manage users, and create custom roles.

User

Access limited to assigned collections with specific permissions.

Permission Levels

Read
View data only
Create
Add new records
Edit
Modify existing
Delete
Remove records

Working with Data

Adding Records

  1. Navigate to the collection you want to add data to
  2. Click the "Add New" or "Create" button
  3. Fill in the form fields with your data
  4. Required fields are marked with an asterisk (*)
  5. Click "Save" to create the record

πŸ’‘ Tip

Use the tab key to quickly navigate between form fields for faster data entry.

Editing Records

  1. Find the record you want to edit in the data table
  2. Click the "Edit" button or double-click the row
  3. Make your changes in the form
  4. Click "Save" to update the record

⚠️ Important

All changes are tracked in the audit log. You can view who made changes and when in the Audit Logs section (if you have access).

Deleting Records

  1. Find the record you want to delete
  2. Click the "Delete" button
  3. Confirm the deletion in the popup dialog

⚠️ Warning

Deleting records is permanent and cannot be undone. Make sure you want to delete before confirming.

Searching and Filtering

  • Search: Use the search box to find records by text
  • Sort: Click column headers to sort data ascending or descending
  • Pagination: Use the page controls to navigate through large datasets

Advanced Features

AI Assistant

Mandrel includes an intelligent AI assistant to help you work with your data more efficiently.

  • Ask Questions: Get help understanding features and functionality
  • Query Data: Ask questions about your data in natural language
  • Get Guidance: Receive step-by-step instructions for common tasks

Example Questions

  • "How do I create a new collection?"
  • "Show me all active users"
  • "What is the total count of items in inventory?"

Reference Fields

Connect data across collections using reference fields to create powerful relationships.

  • Link Collections: Reference records from other collections
  • Parent-Child: Create hierarchical relationships
  • Quick Access: Click reference links to view related records

Hierarchical Data

Some collections support parent-child relationships for organizing nested data.

  • Parent Records: Can have multiple child records
  • Child Records: Belong to a single parent
  • Tree View: View hierarchical data in an organized structure

Analytics

Run custom SQL queries on your data to generate insights and reports.

  • Custom Queries: Write SQL to analyze your data
  • Results Table: View query results in an easy-to-read format
  • Export Data: Download results for further analysis

⚠️ Note

Analytics features are only available to users with appropriate permissions. Contact your administrator if you need access.

Getting Help & Troubleshooting

Common Questions

I can't see a collection I need to access

This usually means you don't have permission to access that collection. Contact your system administrator to request access with the appropriate permissions.

I get an error when trying to save data

Check that all required fields (marked with *) are filled in. Also verify that unique fields don't contain duplicate values. If the error persists, contact your administrator.

How do I reset my password?

Click "Forgot Password" on the login page and enter your email. You'll receive a link to reset your password. If you don't receive the email, check your spam folder or contact your administrator.

Can I export my data?

Data export capabilities depend on your permissions. Admins can access the Analytics feature to run queries and export results. Contact your administrator for specific export needs.

How do I know what I'm allowed to do?

Your permissions determine what actions you can perform. If a button or action is not visible, it means you don't have permission for that operation. The system automatically hides features you can't access.

Best Practices

πŸ“ Data Entry

  • β€’ Always fill in required fields completely
  • β€’ Use consistent formats for dates and numbers
  • β€’ Double-check data before saving
  • β€’ Use reference fields to link related data
  • β€’ Add descriptive names for easy searching

πŸ” Finding Data

  • β€’ Use the search box for quick lookups
  • β€’ Click column headers to sort data
  • β€’ Navigate pages for large datasets
  • β€’ Use the AI assistant for complex queries
  • β€’ Bookmark frequently accessed collections

πŸ”’ Security

  • β€’ Use a strong, unique password
  • β€’ Log out when using shared computers
  • β€’ Don't share your credentials with others
  • β€’ Report suspicious activity to admin
  • β€’ Keep your email address up to date

πŸ’¬ Collaboration

  • β€’ Coordinate with team on data updates
  • β€’ Use consistent naming conventions
  • β€’ Document complex workflows
  • β€’ Check audit logs for recent changes
  • β€’ Communicate with admin about needs

Need More Help?

πŸ€– Use the AI Assistant

Ask the AI chatbot any questions about using Mandrel. It can provide instant help and guidance for most common tasks and questions.

πŸ‘€ Contact Your Administrator

For permissions issues, technical problems, or feature requests, reach out to your system administrator who can help resolve your specific needs.

Quick Reference

Common Actions

Working with Records

Add new recordClick "Add New" button
Edit recordClick "Edit" or double-click row
Delete recordClick "Delete" and confirm
Save changesClick "Save" button

Navigation

Access collectionsUse left sidebar menu
Admin featuresAdmin section in sidebar
View profileClick user icon/name
Sign outProfile menu β†’ Sign Out

Keyboard Tips

  • β€’ Tab: Move between form fields
  • β€’ Enter: Submit forms (in some contexts)
  • β€’ Esc: Close modal dialogs
  • β€’ Ctrl/Cmd + Click: Open links in new tab

Understanding Icons

✏️
Edit
Modify existing record
πŸ—‘οΈ
Delete
Remove record permanently
πŸ‘οΈ
View
See details without editing
βž•
Add/Create
Add new record or item

Status Indicators

ActiveUser or record is currently active
InactiveUser or record is deactivated
PendingAwaiting action or approval
Required *This field must be filled in