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.

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:

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.

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.

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