Managing your team

Setting up your team
You can manage the users who form part of your workspace from the Team tab. This article will explain how to: Add new team members (users) Add/remove...
Wed, 30 Jun, 2021 at 1:33 PM
User types, workspace roles and permissions
Every user linked to your account has a user type: Account Owner, Administrator, Workspace User or Data Collector. An Account Owner or Administrator has all...
Wed, 30 Jun, 2021 at 1:55 PM
Assigning a form to a data collector
Note: You only need to assign forms to data collectors if you intend to use the Mobenzi mobile app for data collection or restrict access to web forms to as...
Wed, 30 Jun, 2021 at 1:55 PM
Assigning a handset to a data collector
Data collectors must have at least one handset assigned to them to be able to capture data using the Mobenzi mobile app. This handset needs to be linked to ...
Wed, 30 Jun, 2021 at 1:56 PM
Managing data collector activities
To view an individual data collector, select the team member from the Team tab. This is useful if you would like an overview of the data collector's re...
Wed, 30 Jun, 2021 at 1:56 PM
Communicating with your field team
If your organisation has subscribed to the Standard plan or above, you can communicate centrally with your field team by sending messages directly from the ...
Wed, 30 Jun, 2021 at 1:26 PM
User (team member) tags
Tagging users is a flexible way to mange and organise your team(s). Tags are short descriptive labels or keywords that provide information such as project, ...
Wed, 30 Jun, 2021 at 1:55 PM