Create Users – Add Drivers, Dispatchers, and Other Team Members
With Route4Me, you can create an organized and easily manageable network of managers, route planners, dispatchers, drivers, and other team members. Depending on your specific last-mile routing needs and unique business model, each user can have default or customized account-level permissions, route visibility, driver and vehicle access, and more. This way, you can easily structure your team and assign the right work and routes to the right team members in real time. Furthermore, Route4Me provides real-time team data synchronization across multiple connected devices.
On this page, you can learn how to create users manually. Additionally, you can learn more about uploading users and inviting users. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.
Table of Contents
Create New User – Add a Driver, Manager, or Another Team Member
To create a new user, go to “Team” and then “Users” from the navigation menu. Next, click on the “Create Users” button. Alternatively, click on the three-dot menu icon next to an existing user and then select “Add Sub-User” from the menu.
Depending on your user type, you can see and manage the users branched under you. Accordingly, you can add sub-users with different user types and branch them under your account or other users. Additionally, you can learn more about Route4Me’s Team Hierarchy and User Account Level Permissions.
After that, select the “Add Manually” option to create a new user manually. Additionally, you can learn more about bulk uploading multiple users in a spreadsheet using the “Upload Spreadsheet” option.
Next, fill out the user’s profile information in the respective user profile fields:
|Profile Field||Field Description|
|User Photo||Click on the avatar and upload an image or a photo of the team member for personalization.|
|First and Last Name||First and last name of the team member.|
|This email will be used as a login by the team member to sign in to their new Route4Me user account.|
|Phone||Contact phone number of the team member. The user’s phone number can then be used to dial the user from Route4Me’s Mobile Route Planning apps.|
|Password||This password will be used by the team member to sign in to their new Route4Me user account.|
|User Type||Select the preferred user type: Administrator, Regional Manager, Route Planner, Dispatcher, Driver, or Analyst. Each user type has a specific set of default account-level permissions. Additionally, learn more about Route4Me’s User Types Hierarchy and Customizing User Account-Level Permissions.|
|Reporting To||Select a manager who will view and manage the new user.|
|Read-Only||Enable or disable the Read-Only Mode. When the Read-Only Mode is enabled, the user can see the routes and work assigned to them but can’t edit the routes and work assigned to them. Additionally, learn more about Route4Me’s Read-Only Mode Settings and Permissions.|
|Custom Data||Route4Me’s Custom Data enables you to add additional information to your users that doesn’t fit into reserved fields. To add custom data to users, enable the Custom Data Add-On on the Primary Route4Me Account. Additionally, learn more about User Custom Data.|
Route4Me User Type Hierarchy and Team Member Reporting
Similarly, add more team members with the preferred user types to create an organized and structured team user hierarchy. For example, an Administrator can have several Managers, and each of them can have several Route Planners and Dispatchers that dispatch optimized routes to multiple Drivers. For your convenience, you can simply drag and drop users to change who they report to. Additionally, learn more about Route4Me’s User Types and Team Hierarchy Structure.
Edit Users and Add User Rates, Custom Data, and Other Details
When creating a new user, you can add a specific set of user details. Additionally, after creating a new user, you can add more details to their profile. Specifically, you can add salary rates, adjust user permissions, and more. Accordingly, you can also edit users’ existing details. To add new or edit the existing details, click on the three-dot menu icon next to the preferred user and then select “Edit” from the menu. Additionally, learn more about editing team member user accounts.
Edit General User Information and Account Details
In the “User Information” tab, you can edit the general information of the team member’s user account. Specifically, you can change the user’s name, password, phone number, user type, who the user reports to, etc. Additionally, you can add the user’s birth date. Equally important, the user’s email address is not editable.
Add and Edit User’s Salary Rates and Compensation Details
In the “Rates” tab, you can add the team member’s compensation details depending on their role and provided services. Specifically, you can add the Hourly Rate, Driving Rate per Mile, Driving Rate per Route, Service Time Rate per Hour, and Wait Time Rate per Hour.
Add and Edit User’s Custom Data
In the “Custom Data” tab, you can add new and manage the existing Custom Data. To add new Custom Data, click on the “Add Custom Data” button and then add the preferred field name and the respective data. The field name can’t be changed once added, and the values can be edited. To remove Custom Data, click on the X icon next to the preferred entry. NOTE: To add and manage User Custom Data, enable the Custom Data Add-On on your account. Additionally, learn more about User Custom Data.
User Permissions Settings: Read-Only, Route and Company Visibility
In the “Permissions” tab, you can add and adjust the user’s account-level permissions. NOTE: To adjust the permission settings of your users, the Account Owner needs to enable the Advanced Team Management Add-On on the Primary Route4Me Account. Additionally, learn more about Route4Me’s User Permissions Settings.
|Permissions Settings||Permissions Descriptions|
|Read-Only Mode||When the Read-Only Mode is enabled, the user can see the routes and work assigned to them but can’t edit the routes and work assigned to them. Additionally, learn more about the permissions of different user types with the enabled Read-Only Mode.|
|Route Visibility Settings – Contact Support to Enable|
|Hide Routes Scheduled for Before the Current Date||When enabled, the user can’t see any routes that are scheduled for before the current date.|
|Show Future Routes Scheduled Number of Days in Advance||Add the preferred number of days for future routes visibility. For example, if you add “5” days, the user will see only those routes that are scheduled to start within 5 days from the current date.|
|Company Visibility Settings|
|See All Drivers||When enabled, the user can see and optionally manage all Drivers stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|See All Vehicles||When enabled, the user can see and optionally manage all Vehicles stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|Global Address Book||When enabled, the user can see and optionally manage all Address Book addresses stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|Global Orders List||When enabled, the user can see and optionally manage all Orders stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
Route4Me Mobile Team Management and Real-Time Synchronization
Route4Me provides real-time route and team data synchronization across multiple computer and mobile devices. Specifically, when you add new team members, their user accounts instantly become available on all associated Route4Me accounts. Accordingly, new team members can be accessed, assigned to routes, and engaged in other activities from the Route4Me Web Platform and Route4Me’s Mobile iPhone Route Planning app, and Android Route Planning app. For example, the Administrator can add new Drivers and the Dispatcher can instantly see new Drivers and dispatch routes to them.