How to Convert a Member into a Manager

If you are using teams on Collect, you would have some data collectors and members and others as managers. Here is how you can change their roles.

Collect allows you to add data collectors as members and managers on Collect. Members have limited rights — they can only submit responses, whereas managers can add and remove members as well. Once you have picked roles for data collectors, you can still change them later.

In this article, we will discuss how to convert a member into a manager.

Converting a Member into a Manager:

Step 1. Go to Collect web dashboard and click on the “Organization” tab.

Step 2. Next, go to the “Teams” tab under "Organization".

Step 3. Select the team you are looking for and click on the device count under “Managers”.

Step 4. Next, click on “Add Devices”. You can either search for the member's number or select it from the drop-down menu.

Step 5. Select the member's number, and click on “Add Selected Devices”.

Video Tutorial:

You can also watch the video below to learn how you can convert a member into a manager on Collect. Please use the full screen mode to view it clearly.

Member to Manager

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