Step-by-Step Guide to Managing Data Collectors
Step 1: Log In and Open Your Project
Sign into your Filio account at www.filio.io and either create a new project or select an existing one from the dashboard.
Step 2: Add Data Collectors During Project Creation
In the project creation form, locate the “Filio Data Collectors” section. Enter each collector’s phone number with the country code and click the “+” button to add them. For bulk additions, use the “Upload comma separated” button to input multiple phone numbers or select “Import User Phones” to add existing users.
Step 3: Add Data Collectors to an Existing Project
Open your project, go to the “Access” tab, and click “+ Add Data Collector.” Enter the phone number, then click “Send SMS” to share a download link for the Filio Data Collector app.
Step 4: Customize Data Collector Access
In the “Access” section, manage what features data collectors can use via the “Open in Web” option in their app. Adjust permissions to control their access to project data or features.
Tips and Warnings
Verify phone numbers before adding to ensure SMS invites reach the right people. Use bulk upload for large teams to save time when adding data collectors.
Only send SMS invites to users who’ve consented to receive messages.
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