How to add or remove Filio Data Collectors for a project with customized access?
Estimated reading: 3 minutes
Step 1
Step 2
Step 3
Step 1
Log into your web account and click on the project you wish to remove Filio Data Collectors from.
Step 2
On the top right, click on Setting sign.
Step 3
To add or remove Filio Data Collectors for a project with customized access, follow these steps:
- Click on the “ACCESS” button located at the top of the page.
- Under the “Filio Data Collectors” section, you can add data collectors by clicking on the “+ Add Data Collector” button.
- A pop-up window will appear where you can enter the email address of the data collector you want to add, or you can upload a list of data collectors in comma-separated format or import data collectors from your company.
- Select the access level you want to grant to the data collector – you can choose from “Full Access,” “Comment Only,” or “View Only.”
- Click on the “Add” button to save the changes.
- The data collector will receive an email invitation to access the project with a unique link to download the Filio Data Collector app.
To remove a Filio Data Collector from a project:
- Log in to your Filio account and navigate to the project you want to remove a data collector from.
- Click on the “ACCESS” button located at the top of the page.
- Under the “Filio Data Collectors” section, find the data collector you want to remove and click on the bin icon next to their email address.
- A confirmation message will appear asking if you want to remove the data collector’s access. Click “Yes” to confirm the action.
- The data collector will no longer have access to the project.
With Filio, you can easily manage and control data collector access to your projects, allowing you to streamline collaboration and improve project outcomes.