Once you've finished building a form, but before you begin data collection, you'll want to assign collectors to the project. Collectors have the role of gathering data. If you push the form to mobile, the collectors will have access to the form on their mobile platforms and accounts. 

Beginning at the Dharma homepage, select whatever project you would like to assign collectors to. For this example, we'll choose the project Supplies Request.

This will take you to the project homepage. You can then click on Settings, located on the top menu. 

Next click on Users on the left hand side menu.

You'll notice that more selections have appeared below Users. Click on Collectors.This will bring you to the following page:

Among the listed Sites, you can select the intended Site which you want your collector to be in. Then select Add Collector and this small box will pop up. Fill in your collector's name and email and press Save. 

You can also click on Add Collector underneath Unassigned Collectors and choose the group manually. 

The collector will have then been added under the collectors section. 

You also have the option to Add Collectors in Bulk: 

As a Project Admin you can access the User Management Tab and upload collectors (or any user in bulk). See the User management for more details.

Returning to the project homepage, there's also a shortcut that exists to add your collectors. Click on the wheel button located on the right side of ‘Project Staff’.

You'll then have been redirected back to the Field Staff page. 

Also look through our article regarding Understanding Sites, Groups, and Teams to see how you can manage collectors once we've added them. 

Deactivating Users

To deactivate users from collecting data, go to Settings -> Users -> Collectors.

Locate the user you are trying to deactivate. For example, let’s deactivate Tom from the ‘Eagleton High School’ Site. Click on the pencil icon next to Tom's name. 

Then select the site to No Site Assigned and Save.

You can see that Tom's name has come under Unassigned Collectors.

Now Tom is blocked from accessing this project and won’t be able to collect data. 

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