Getting Started · 3 of 4
Set Up Your Preferences
A few minutes spent on preferences at the start will save significant time as your collection grows. This guide covers the settings that matter most.
Why preferences matter
Relic Roster is built for collections that grow. The preferences you set today — storage locations, tags, and account details — become the organizational framework your entire collection is built on.
A well-organized collection is faster to search, easier to report on, and more useful when you need to document items for insurance, authentication, or resale.
Set your account details
Account settings are found in your profile menu. Review these before adding more items to your collection.
01
Update your display name
Your display name appears on your public collection page. Use your collector name or handle if you prefer it over your legal name.
02
Confirm your email address
Ensure your email is current. This is the recovery address for your account and where account notices are sent.
03
Update your password if needed
If you set a simple password during signup, now is a good time to strengthen it.
Organize storage locations
Storage locations let you record where each item physically lives — binders, boxes, display cases, safes, or any other storage you use. Assigning a location to each item makes it easy to filter and locate items without searching through your entire collection.
Collector Tip
Create storage locations before you start adding items in bulk. Having a location assigned to every item from the start makes insurance documentation and collection audits significantly faster.
01
Define your storage locations
Create location names that match how your collection is physically organized. Examples: 'Binder 1 — Basketball', 'Safe — Graded Cards', 'Display Case — Signed Items'.
02
Assign locations when adding items
The Storage Location field is available on every item entry form. Fill it in as you add items rather than updating them retroactively.
03
Use locations to filter your collection
Once locations are assigned, you can filter your collection view by location — useful for auditing, insurance exports, or finding a specific item quickly.
Use tags for better filtering
Tags are free-form labels you assign to items to create groupings that go beyond the standard category and sport fields. Use them to mark items by collection theme, era, set, or any other attribute that matters to how you think about your collection.
Collector Tip
Keep tags consistent. Decide early whether to use "PC" or "Personal Collection", "For Sale" or "Available", and stick to your convention. Inconsistent tags create clutter in filters.
01
Add tags when entering items
The tag field is available on every item form. Add relevant tags at entry to avoid a retroactive tagging effort later.
02
Use tags to group related items
Examples: 'PC' for your personal collection pieces, 'Rookie Cards', '1990s', 'Set Complete', 'For Sale'. Tags let you filter for exactly what you want.
03
Filter by tag in the collection view
Use the tag filter in your collection view to instantly narrow your list to items with a specific tag.
Review import and export options
Relic Roster supports CSV import and export. If you're migrating from a spreadsheet, use the import tool to bring your existing data in. Export at any time to keep a local backup or prepare documentation for an insurer.
01
Import from a spreadsheet
Navigate to the Import section in your account. Download the CSV template, map your existing columns to the Relic Roster format, and upload the file.
02
Export your collection
Use the Export option to download your full collection as a CSV. This is your portable backup and the basis for insurance reports.
03
Export regularly
Keep a current export on hand. An up-to-date CSV is the fastest starting point for any insurance, resale, or audit process.
Next Step
Understand Your Collection Dashboard
Learn how to read your dashboard metrics, track collection value, and use the dashboard as your day-to-day collection command center.
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Open Your Collection
Your collection is waiting. Add items, assign tags, and start building the record your collection deserves.
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