User Custom Data – Manage Team Member Profile Custom Data
With Route4Me, you are able to create a well-structured and easily-manageable network of users where each member can have a dedicated role with an adjustable set of permissions. Since each business and business model is unique, there might be the information you want to attach to your team member accounts that cannot fit into Route4Me’s predefined fields. That being said, Route4Me permits you to add custom data to your users’ profiles with just a touch of a button. Thus, for example, you can use custom data for indicating that a particular user has special certifications, how much and what kind of experience the user has in the field, what service area is assigned to the user, and virtually any other type of relevant information. To be able to add custom data to your users, first, make sure that the Custom Data Add-On is enabled for your account.
To add custom data to a particular user, first, go to “Users” from the navigation menu to open the list of all users associated with your Route4Me account.
If you are logged in as the Account Owner, you can add custom data to all existing sub-users associated with your primary Route4Me account (learn more). To add custom data to a particular user, hover your cursor over the user whose profile you want to open and then select “Edit” from this user’s menu.
After that, scroll to the bottom of the user’s profile to the “Custom Data” section where all custom data attached to the user is stored.
To add new custom data to the user’s profile, first, click on the “Add Custom Data” button.
Next, fill out the “Key” and “Value” fields with the preferred information and then click on the “Save” button to save it. NOTE: Once the custom data is saved, the “Key” value cannot be changed and the “Value” value can be modified accordingly.
Repeat the process to add as many custom data fields to the user’s profile as you need. To save the custom data added to the user’s profile, click on the “Save” button accordingly. Once the custom data is saved, it can be viewed and modified in the “Custom Data” section of the user’s profile.
To edit the custom data of a particular user, first, hover your cursor over the user whose profile you want to open and then select “Edit” from the user’s menu. Next, scroll to the “Custom Data” section in the user’s profile and then click on the custom data entry that you want to modify.
After that, modify the value in the selected entry to your preference and then click on the “Save” button to apply the changes.
After editing the user’s custom data, click on the “Save” button at the bottom of the user’s profile to apply the changes.