How to Add a Public User to a Filio Project?
This guide will help project managers add users who have not registered or downloaded the app. Follow these steps to ensure they can access your project.
- Open Your Project and Go to Settings
Start by opening the project where you want to add a public user. Navigate to the Settings section.
- Click on ‘User and Access’
Under settings, click on User and Access and then select Add User to proceed.
- Invite Unregistered Users via Email
You can enter their email address if the user has not registered for Filio yet. Filio will automatically send an email inviting them to register.- Note:
The following message will pop up:
“The email you entered is not linked to a registered Filio account. We will send an email with a link to access this project. If the recipient later registers, this project will automatically appear in their Filio account.”
- Note:
- Grant Data Collector Access (Optional)
If you want to give the user access to collect data (such as taking photos and videos), click the Data Collector Access option.- Note:
The following message will pop up:
“The user has not installed the Filio Data Collector app and does not have a registered Filio account. We will send an email with a link to access this project. If the recipient later registers and installs the Data Collector app, this project will automatically appear in their account.”
- Note:
- Send an Installation Link via SMS (Optional)
You can also enter the user’s phone number to send them an installation link via SMS. This will help them easily download and install the Filio app for Android or iOS.
Important Notes:
- If the user registers and downloads the app after receiving the email or SMS, the project will automatically appear in their Filio account.
- Giving data collectors access ensures they can take pictures and videos once they have the app installed.
This process ensures that even unregistered users can be smoothly added to your Filio projects and participate in real-time project management.