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Shelfy

Turn scattered links and browser tabs into beautiful, organized collections your audience will actually explore. Free forever.

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  • Personal Account Setup
  • Getting Started with Collections
  • Getting Started
  • Platform Overview
  • Quick Start Guide
  • Frequently Asked Questions

personal-account-setup

Get started with your personal account - setup, customization, and essential features.

Personal Account Setup

Your personal account is your private workspace for organizing links, managing collections, and accessing all platform features. Here's how to get the most out of it.

Account Creation

Sign Up Process

  1. Visit the sign-up page

  2. Choose your signup method:

    • Email and password
    • Google account
    • GitHub account
    • Other OAuth providers
  3. Verify your email (if using email signup)

  4. Complete your profile

  5. Start using your account immediately

Initial Setup Checklist

After creating your account:

  • [ ] Verify your email address
  • [ ] Complete your profile information
  • [ ] Upload a profile picture
  • [ ] Create your first collection
  • [ ] Install the browser extension
  • [ ] Configure notification preferences
  • [ ] Set up API access (if needed)

Profile Management

Basic Profile Information

Personal Details:

  • Full Name: Your display name
  • Email Address: Account email (can be changed)
  • Profile Picture: Upload or use Gravatar
  • Bio/Description: Optional personal description

Privacy Settings:

  • Profile Visibility: Control who can see your profile
  • Activity Sharing: Choose what activity to share
  • Collection Defaults: Set default privacy for new collections

Account Preferences

Interface Preferences:

  • Theme: Light, dark, or system preference
  • Language: Choose your preferred language
  • Timezone: Set for accurate timestamps
  • Date Format: Customize date display

Notification Settings:

  • Email Notifications: Control what emails you receive
  • Browser Notifications: In-app notification preferences
  • Mobile Push: Configure mobile notifications
  • Digest Frequency: Weekly/monthly summary emails

Security Settings

Password and Authentication

Password Management:

  • Change Password: Update your account password
  • Password Requirements: Strong password recommendations
  • Password Recovery: Set up recovery options

Two-Factor Authentication (2FA):

  1. Enable 2FA in security settings
  2. Choose method: Authenticator app or SMS
  3. Backup Codes: Save for emergency access
  4. Test Login: Verify 2FA is working

Login Security

Active Sessions:

  • View all active login sessions
  • Revoke access from specific devices
  • Monitor login locations and times
  • Set up suspicious activity alerts

API Security:

  • API Keys: Generate and manage API access
  • Scopes: Control API permissions
  • Rate Limits: Understand usage limits
  • Key Rotation: Regular security updates

Collections Management

Your Personal Collections

Getting Started:

  • All collections are private by default
  • Unlimited private collections
  • Full control over organization
  • Complete privacy and security

Organization Strategies:

  • By Topic: Web Development, Design, Marketing
  • By Purpose: Reading List, Reference, Archive
  • By Project: Project A, Client Work, Personal
  • By Priority: Urgent, Review Later, Reference

Default Settings

New Collection Defaults:

  • Visibility: Private
  • Sorting: By date added
  • View: List or grid view
  • Tags: Auto-suggest from existing tags

Sharing Preferences:

  • Default Privacy: Keep private unless changed
  • Link Sharing: Control external link access
  • Export Options: Available formats for data export

Storage and Limits

Account Limits

Personal Account Includes:

  • Unlimited collections
  • 10,000 links per account
  • 100MB total storage
  • Basic analytics
  • Standard support

Usage Monitoring:

  • Check storage usage in account settings
  • Monitor link count across collections
  • View bandwidth usage
  • Track API usage

Upgrading Options

Premium Features Available:

  • Increased storage limits
  • Advanced analytics
  • Priority support
  • Additional integrations
  • Custom branding options

Data Management

Import Your Data

Supported Import Formats:

  • Browser Bookmarks: Chrome, Firefox, Safari
  • CSV Files: Spreadsheet data
  • JSON: From other bookmark services
  • Pocket: Direct import
  • Raindrop.io: Migration tool

Import Process:

  1. Go to Settings > Import Data
  2. Choose your data source
  3. Upload or connect your account
  4. Review imported items
  5. Organize into collections

Export Your Data

Available Export Formats:

  • CSV: Spreadsheet compatible
  • JSON: Complete data structure
  • HTML: Browser-compatible bookmarks
  • PDF: Printable collection lists

What's Included:

  • All collection data
  • Link metadata
  • Tags and descriptions
  • Creation and update dates
  • Privacy settings

Backup and Sync

Automatic Backups:

  • Daily automated backups
  • 30-day backup retention
  • Point-in-time recovery
  • Disaster recovery protection

Data Sync:

  • Real-time sync across devices
  • Offline access capability
  • Conflict resolution
  • Sync status monitoring

API Access

Getting Started with API

API Key Management:

  1. Generate API Key in settings
  2. Set Permissions: Choose access levels
  3. Test Connection: Verify API access
  4. Monitor Usage: Track API calls

Common Use Cases:

  • Automation: Bulk imports and exports
  • Integration: Connect with other tools
  • Custom Apps: Build personal applications
  • Workflows: Automate repetitive tasks

API Documentation

Available Endpoints:

  • Collections management
  • Link operations
  • Account information
  • Search and filtering
  • Analytics data

Authentication:

  • API key authentication
  • Rate limiting information
  • Error handling
  • Best practices

Mobile Access

Mobile App Features

Available on iOS and Android:

  • View all your collections
  • Save links on the go
  • Sync with desktop
  • Offline access
  • Share links from other apps

Mobile-Specific Features:

  • Save from any app via share sheet
  • Quick collection access
  • Voice notes for links
  • Location-based saving
  • Camera link capture

Account Maintenance

Regular Maintenance Tasks

Monthly:

  • Review and clean up broken links
  • Organize ungrouped collections
  • Update collection descriptions
  • Check storage usage

Quarterly:

  • Review privacy settings
  • Update profile information
  • Audit API key usage
  • Export data backup

Annually:

  • Review account security
  • Update password
  • Evaluate upgrade options
  • Archive old collections

Account Health

Keep Your Account Healthy:

  • Remove broken or outdated links
  • Maintain organized collections
  • Use descriptive names and tags
  • Regular security updates

Performance Optimization:

  • Limit collection size for better performance
  • Use tags for efficient searching
  • Archive old collections
  • Optimize descriptions

Troubleshooting

Common Issues

Login Problems:

  1. Check email and password
  2. Verify account is activated
  3. Clear browser cache
  4. Try password reset

Sync Issues:

  1. Check internet connection
  2. Verify account permissions
  3. Force sync from settings
  4. Contact support if needed

Import Problems:

  1. Check file format
  2. Verify file size limits
  3. Review data structure
  4. Try smaller batches

Getting Help

Support Options:

  • Help Center: Searchable knowledge base
  • Email Support: Direct assistance
  • Community Forum: User discussions
  • Live Chat: Real-time help (premium)

Before Contacting Support:

  • Check the FAQ section
  • Try basic troubleshooting steps
  • Note error messages
  • Prepare account information

Next Steps

Now that your personal account is set up:

  1. Create Your First Collection - Start organizing
  2. Install Browser Extension - Save efficiently
  3. Explore Team Accounts - Collaborate with others
  4. API Integration - Automate workflows

Ready to start organizing your digital life? Your personal account gives you everything you need to get started!

  1. Personal Account Setup
    1. Account Creation
    2. Profile Management
    3. Security Settings
    4. Collections Management
    5. Storage and Limits
    6. Data Management
    7. API Access
    8. Mobile Access
    9. Account Maintenance
    10. Troubleshooting
    11. Next Steps