Offline Field Work – Admin

Overview

The Admin role is responsible for managing the overall Offline Field Work structure. Admins create and manage Manager accounts, grant account access, and control which accounts Managers can access within the Offline Field Work ecosystem.

Admins work through the Offline Field Work web portal and act as the highest level of access within the hierarchy.

When to use it:

Use the Admin role to set up and manage field operations, onboard Managers, and control account-level access for survey assignments.

Assign Managers only to the accounts they need access to in order to maintain a secure and organized survey management structure.

Key Use Cases

• Create and manage Manager accounts

• Grant account access to Managers

• Control survey account hierarchy

• Activate or deactivate Managers

• Onboard multiple Managers using bulk upload

• Monitor Manager access and status

Accessing Offline Field Work

How to Access

1. Open the required survey.

2. Navigate to the Share tab.

3. Click Offline Field Work.

The Offline Field Work portal will open.

Admin Login

Admins can log in using:

• Email Address

• Password

After successful login, the Admin Dashboard is displayed.

Admin Dashboard

The Admin Dashboard provides visibility into all Managers created within the system.

The dashboard includes:

• Manager List

• Manager Details

• Active/Inactive Status

• Search Functionality

Available actions include:

• Create New Manager

• Create Multiple Managers

• Activate or Deactivate Managers

• Search Managers

Creating a New Manager

Admins can create Manager accounts individually.

To create a Manager:

1. Click Create New Manager.

2. Enter the required details:

   • Name

   • Email

   • Phone Number

   • Password

   • Confirm Password

3. Select the accounts the Manager should have access to.

4. Click Create User.

Account Access Management

While creating a Manager, the Admin assigns account access.

This ensures:

• Managers can only access assigned accounts.

• Managers can only assign surveys from those accounts.

• Survey access remains controlled and secure.

Managers cannot access or assign surveys from accounts that have not been granted by the Admin.

Creating Multiple Managers

Admins can onboard multiple Managers at once using an Excel file.

Bulk Upload Process

1. Click Create Multiple Managers.

2. Download the sample Excel template.

3. Enter Manager details in the template.

4. Upload the completed file.

5. Click Upload and Create Users.

Template Fields

The sample template includes:

• Name

• Email

• Phone

• Role

• Password
  

The uploaded file must follow the provided template format for successful user creation.

Managing Manager Status

Admins can manage whether Managers are allowed to access the platform.

Available actions include:

• Activate Manager

• Deactivate Manager

Inactive Managers cannot log in to the Offline Field Work portal until they are reactivated.

Important Notes

• Admins only manage Manager accounts.

• Admins do not assign surveys directly to Agents.

• Managers can only access accounts assigned by the Admin.

• Bulk uploads require the provided Excel template format.

Best Practices

• Grant only the required account access to each Manager.

• Use bulk upload when onboarding large teams.

• Review inactive Managers regularly.

• Share credentials securely.

• Verify Manager access before field deployment.

Periodically review Manager access to ensure users only have access to accounts relevant to their responsibilities.