Managing your team

Setting up your team
You will manage your project team from the Team tab. This article will explain how to: Add team members Edit users Manage user permissions Delete u...
Fri, 1 Mar, 2019 at 2:09 PM
User permissions
Permissions are set per user on the 'Edit User' page. The user permissions that are available may differ based on your chosen monthly plan. Fi...
Fri, 1 Mar, 2019 at 2:01 PM
Assigning a form to a fieldworker
A fieldworker will only be able to see a form on their handset once you've assigned it to them. You can assign forms and updates to forms from the Assi...
Wed, 14 Nov, 2018 at 4:06 PM
Assigning a handset to a fieldworker
Your fieldworkers will each use a handset to capture data. Fieldworkers must have at least one handset assigned to them to be able to receive and conduct a ...
Wed, 14 Nov, 2018 at 4:01 PM
Managing fieldworker activities
To view an individual fieldworker, select them from the Team tab. This is useful if you would like an overview of the fieldworker's recent activity, as...
Tue, 11 Sep, 2018 at 1:58 PM
Communicate with your team
The system allows you to communicate directly with your team members via SMS messages. You have two options when sending messages: Communicate with an ind...
Fri, 1 Mar, 2019 at 11:22 AM