The handset setup wizard simplifies the process of adding a handset to a project, linking it to a fieldworker and (optionally) automatically assigning specified forms to the new fieldworker.


Each project receives its own setup code - a unique 6-character code that can be manually entered (or scanned) by the fieldworker whilst installing the Mobenzi mobile app. The project code is displayed along with step-by-step instructions on the 'Add handset' page.


By default no forms are automatically assigned to a fieldworker during setup. You can change this however:


  1. From the Dashboard tab select 'Manage Project'.
  2. Select all the forms that should be assigned to a fieldworker by default if they link to the project using the setup code.
  3. If you have Lockdown activated for your account, you can also select whether it should be enabled by default.
  4. Click 'Save Changes'. Any fieldworkers who use the project code will now receive these defaults. Note: any handsets previously linked using the setup code will remain unaffected.




Keep the setup code private amongst your team


You should only share the project setup code with fieldworkers who need to link their handsets to your project. If your code is compromised (e.g. is accidentally shared with a third-party that should not be able to link a handset to your project), you can generate a new code. You can also print the setup code for offline sharing with your team (e.g. printing training guides).


Generates a new setup code. Note: the previous setup code will become invalid and will no longer work if used.
Generating a new setup code will not affect any handsets previously linked using the old setup code.         
Prints the setup code. Use this to distribute the setup code to fieldworkers during training.