How to add or remove Filio Data Collectors for a project with customized access?
Log into your web account and click on the project you wish to remove Filio Data Collectors from.
On the top right, click on Setting sign.
To add or remove Filio Data Collectors for a project with customized access, follow these steps:
Navigate to User Access Settings
Go to the project’s Settings.
Click on the “User Access” button located at the top of the page.
Option 1: Add Users by Email
In the User Access panel, type in the email address of the person you want to add.
You can give them specific access such as:
- Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.
- Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.
- Full Access: Grants all permissions except for those you choose to restrict.
Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.
Option 2:
Upload or Import Users
Upload Comma Separated Users
Review Subscriber Status
- After adding users, check their status:
- Yes under Subscriber: The user has Data Collector access.
- No under Subscriber: The user only has web access.
Like the other one before:
- Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.
- Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.
- Full Access: Grants all permissions except for those you choose to restrict.
Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.
Option 3:
Import users from your company
- You can also add users by importing contacts from your company’s existing database within Filio.
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:
Under the “Search Users” 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, Delete” to confirm the action.
- The data collector will no longer have access to the project.
By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.
For more information, you can always [email protected].