Add & Manage Users – Route4Me Team Management Guide

With Route4Me’s Last Mile Transportation Team Software, 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 enterprise business model, each user can have different account-level permissions, route visibility, driver and vehicle access, etc. This way, you can easily structure your last mile team and assign routes to the right team members in real-time. Furthermore, Route4Me provides real-time team synchronization across multiple connected devices. In this guide, you can learn how to add, upload, invite, and manage users, edit user accounts and permissions, and more.

NOTE: To learn about your account’s user limit or to increase your user limit, please Contact Route4Me Support.

Add New User – Manually Create Profiles, Upload Users Spreadsheet, Invite Users Via Email

Open Your Users Page

Route4Me enables you to add users to your team in several ways. You can create individual user profiles manually, bulk upload data for multiple users in a spreadsheet, and send email invites to users you want to add to your last mile delivery or service team. Learn more about each method for adding users below.

Additionally, you can visualize your team hierarchy and reporting structure on the Users Page by clicking the “Tree View” toggle button at the top of the page.

Create Users – Manually Add New Users and Sub-Users To Your Team

To create a new user, go to “Team” and then “Users” from the Navigation Menu. Next, click the “Add User(s)” button. Alternatively, click the Down Arrow Button 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. Learn more about Route4Me’s Team Hierarchy and User Account Level Permissions.

After that, click the “Create” tab to manually set up a new user account. Fill out the user’s profile information in the respective fields. After filling in the new user’s details, click the “Create User” button to add the user to your team. You can find more details about each profile section and field in the table below.

Invite Users – Invite New Team Members Via Email Link

To invite users, go to “Team” and then select “Users” from the Navigation Menu, click the “Add User(s)” button and then the “Invite” tab. Next, input the email address of each user you want to invite in the “Email” field and select the preferred User Type for each user in the “Role” field. Once you’ve entered the preferred invitation details, simply click the “Invite” button to send email links that allow team members to create their accounts.

Additionally, you can enable Read Only Mode for any user you are inviting by checking the box next to that user in the “Read Only” column, add more invitation rows by clicking the “Add More” button, and remove invitations by clicking the Delete Icon.

Track User Invitation Status And Re-Send User Invites

After you send user invitations, the “Invitations” panel will automatically open. There, you can check the status of sent user invitations, resend, and cancel invitations. To open the “Invitations” panel, simply click the Invitations Button on the Users Page.

To resend a sent user invitation, click the Resend Button next to the preferred invitation. To cancel a user invitation, click the Delete Icon next to the invitation. Accordingly, once an invitation is canceled, the sent registration link is automatically deactivated. You can also check the “Show History” box to see the history of all accepted, canceled, or expired user invitations. Below, you can find descriptions of the available invitation statuses.

Upload Users – Team Members Spreadsheet Formatting And Upload

To import team members into your Route4Me business route optimizer account, go to “Team” and, then, select “Users” in the Navigation Menu. After that, click the “Upload A File” tab. Next, either drag-and-drop a CSV, XLS, or XLSX spreadsheet file with user data into the highlighted field or click the “Browse Files” button and select the preferred file.

For your convenience, you can use Route4Me’s Bulk User Import Spreadsheet Template. Specifically, you can download the template, populate it with your team members’ information, and then upload the spreadsheet to bulk create multiple users.

Download Spreadsheet Template

Spreadsheet Formatting Details For Bulk User Upload And Data Validation

The user upload spreadsheet consists of organized Columns and Rows. To add a column, add the preferred column name to the header (first row) of your spreadsheet and then populate its following rows with user data. Accordingly, all data added in the same row belongs to the same user. Learn more about Route4Me’s Spreadsheets Formatting Requirements.

Below, you can find the list of column names you can add to your spreadsheet. Learn more about Route4Me’s User Types and User Permissions and Route4Me’s User Permissions Settings, Read-Only Mode, Route and Company Visibility Settings.

After uploading your spreadsheet, Route4Me’s quickest route management software automatically validates and matches column names from the spreadsheet to the software’s user fields. In case certain column names don’t match their respective data rows, you can manually match data columns from the uploaded spreadsheet to Route4Me’s user profile fields. To correct a column name, click on the incorrect name and choose the appropriate option from the dropdown menu based on the type of data it contains.

Manage Users – Edit Team Member Account Details, Permissions, And More

With Route4Me’s Last Mile Team Management Software, you can manage, edit, delete, and reassign users at the click of a button. Specifically, you can easily access the same settings available when manually creating users for any of your existing users and sub-users. This way, you can seamlessly adjust user details and personal information, Team Hierarchy and User Types, User Permissions Settings, pay rates, Driver Skills, and more.

Edit Users – Adjust User Information, Visibility, And Access Permissions

To manage and edit users, go to “Team” and then select “Users” in the Navigation Menu. On the Users Page, you can see and manage the list of all users available on your business route management software account. Similarly, other users can see and manage sub-users branched under them. To edit users, simply click the “Edit User” button next to them.

You can also click the Down Arrow Button next to a user to access additional options, described in the table below.

In the “Edit User” panel, you can adjust all the same settings as when you create users manually. After you’ve made the preferred changes, click the “Save” button to update the respective user details. NOTE: After a user’s team profile account has been created, it’s no longer possible to edit the user’s associated email address. To change the email address of a user, delete their existing account and create a new one with the preferred email address. You can learn more about deleting users further in this guide.

Edit User Permissions – Account-Level Permissions Settings

After a user’s account is created, you can adjust their visibility and access permissions in the “Permissions” tab of the “Edit User” panel. You can find more information about individual account-level permissions settings below. You can also consult Route4Me’s User Account-Level Permissions Settings support documentation.

Delete Users – Remove Team Members From Your Route4Me Account

To delete a user, click the Down Arrow Button next to the user’s name and, then, select “Delete” from the menu. By deleting a user, you erase all information associated with that user. Be aware that deleting users can’t be undone. If you need help with deleting users, Contact Route4Me Support.

NOTE: When you delete a user, all routes this user is assigned to are automatically deleted as well. Accordingly, if you want to keep the routes the user is assigned to, assign another user to these routes before deleting the user’s account. Learn more about assigning users to optimized routes.

Configure Users Page – Add And Customize User Data Columns

Additionally, you can customize the data columns on your Users page for better data visibility, ensuring you see only that information which is relevant to your business needs. To do so, click the Display Columns Icon and check the boxes next to the columns you want to enable on your Users Page. After that, you can change the positions of the columns by dragging column names. Accordingly, the column names listed from top to bottom are shown from left to right on the Users Page.

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 Business Route Planner Software 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. Learn more about Route4Me’s iPhone Mobile App Team Management and Android Mobile App Team Management.