Creating New Users (Team Member Accounts) Using the Route4Me Web Platform
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 based on the particular needs of your business or unique business model. Route4Me provides flexible tools and settings for controlling your entire team, allowing you to always delegate the right tasks to the right people and make sure that your team can access only that information that they need to successfully accomplish their goals. Moreover, Route4Me provides near real-time data synchronization across all associated computer and mobile devices. Thus, all actions performed by your team members who are using Route4Me’s iOS and Android mobile apps when out in the field can be recorded, synchronized with your Route4Me account and instantly become available on the Route4Me Web Platform or vice versa.
To create a new user/team member account, 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 create new sub-users and branch them under any existing user(s) (learn more). To create a new sub-user, first, hover your cursor over the existing user to which you want to link the new sub-user and then select “Add Sub User” from this user’s menu.
Next, in the “User Information” section, input the first and last name of the new user into the corresponding fields and then add the user’s contact phone number. The user’s phone number can then be used for dialing this user right from Route4Me’s iOS (learn how) and Android (learn how) mobile apps.
After that, use the corresponding fields to add the user’s contact e-mail address and account password. Next, select the preferred user type from the corresponding list. The “Reporting to” setting is set by default. NOTE: The user’s contact e-mail address and password will be used as the login credentials to this user’s Route4Me account once it is created. The user’s email address cannot be changed once the user is created.
In the “Additional Information” section, you can add the user’s location information, as well as the user’s date of birth. To upload a photo of the user, first, click on the “Choose File” button and then select the preferred image from your device (in one of the supported file formats).
In the “Costs” section, you can define how much the user is supposed to get paid for performing different types of work. For example, a Driver can be paid per one driving mile, a Dispatcher can be paid per one hour of work, or one employee can perform multiple types of work and get a separate payment for each of them. You can interpret each work-to-hour rate in your own way based on your particular business needs or unique business model.
In the “Data Protection” section, you can enable the Read Only mode for the user. The Read Only mode restricts different user types from performing a particular set of actions (learn more). In the “Route Visibility” section, you can adjust for how many days in advance the user should be able to view all scheduled routes associated with this user. For example, if the “Show Future Routes (Days)” value is set to “5,” this user will be able to view only the routes that are scheduled for 5 or fewer days in advance of the current date. To restrict the user from being able to view all routes that occurred prior to the current date, check the “Hide Routes that Occurred in the Past” box accordingly.
In the “Company Visibility” section, you can allow the user to view all Drivers and/or vehicles associated with the primary Route4Me account of the Account Owner, as well as view the Global Address Book and Global Orders List. To learn more about the “Company Visibility” settings, visit this page.
If there is information that you want to attach to the user but it does not fit into the predefined fields, you can add this information to the user’s profile as custom data. To do so, click on the “Add New Custom Data” button and then fill out the “Key” and “Value” fields accordingly. To learn more about adding and managing users custom data, visit this page.
To save the user, click on the “Add Team Member” button at the bottom of the user’s profile. Once the user is created, this user is added to your network of team members at the corresponding hierarchy level.
Once the user’s Route4Me account is created, this user can log into their new Route4Me account (with their email and password) from the Route4Me Web Platform or Route4Me’s iOS and Android mobile apps.
Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that when a new user is created using the Route4Me Web Platform, the profile of this user instantly becomes available on Route4Me’s iOS and Android mobile apps or vice versa. To learn more about creating and managing team members using Route4Me’s iPhone Route Planner, visit this page. To learn more about creating and managing team members using Route4Me’s Android Route Planner, visit this page.