Create Users – Add Drivers, Dispatchers And Other Team Members

With Route4Me, you can create an organized and easily manageable routing team hierarchy 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 custom account-level permissions, route visibility, driver and vehicle access, and more. This way, you can easily structure your team, assign the right work, and assign routes to the right team members in real-time. Furthermore, Route4Me provides real-time team data synchronization across multiple connected devices. In this guide, you can learn how to create users manually. Additionally, you can learn how to upload users and invite users. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.

Create New User – Add A Driver, Manager Or Other Team Member

To create a new user, go to “Team” and then “Users” from the Navigation Menu. Next, click the “Create Users” button. Alternatively, click the Three-Dot 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 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.
Email	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	When the Read-Only Mode is enabled for the user’s account, the user can see the routes, addresses, orders, users, and work assigned to them but can’t edit the routes, addresses, orders, users, and work assigned to them. Additionally, learn more about User Permissions Settings.
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 existing user details. To add new or edit existing details, click the Three-Dot Icon next to the preferred user and then select “Edit” from the menu. Additionally, learn more about editing team member user accounts.

Next, you can navigate the following tabs to add or change the user’s information and account settings. Additionally, you can learn more about editing user accounts, including general information, user permissions, rates, etc.

Tab	Settings
User Information	General information about the user: photo, email, phone number, account password, country and state, user type, direct manager, date of birth, etc.
Permissions	Customize the user’s account-level permissions: Read-Only Mode, future and past Routes Visibility, Drivers and Vehicles Visibility, Orders and Address Book Visibility. Additionally, learn more about Route4Me’s User Permissions Settings.
Rates	Add the user’s compensation details (salary) depending on their role and provided services.
Custom Data	Route4Me enables you to add additional information to your users that doesn’t fit into reserved fields. In the “Custom Data” tab you can add new and manage existing Custom Data attached to the user. To add Custom Data to users, enable the Custom Data Add-On on the Primary Route4Me account. Additionally, learn more about adding and managing User Custom Data.

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 team members, their profiles 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, an Administrator can add new Drivers, and Dispatchers can instantly see new Drivers and dispatch routes to them.

Additionally, learn more about Route4Me’s iPhone Mobile App Team Management and Android Mobile App Team Management.