Edit Users & Team Member Accounts on the 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 modify or update the account of an existing user/team member, 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 edit all existing sub-users associated with your primary Route4Me account (learn more). To edit an existing user, first, hover your cursor on the user that you want to modify and then select “Edit” from the user’s menu.
Next, in the “User Information” section, you can update the user’s contact phone number and name. The user’s phone number can be used for dialing this user right from Route4Me’s iOS (learn how) and Android (learn how) mobile apps.
After that, you can update the password to the user’s account. To do so, input and confirm the new password for the user’s account into the corresponding fields. NOTE: Once the password to the user’s account is updated, this user will not be able to log into their account using the old password. The user’s email address is not editable – once the user is created, the user’s Route4Me account is permanently linked to the corresponding email address.
Next, you can change the user’s user type and who the user reports to. To do so, select the preferred options from the corresponding drop-down lists. To learn more about different user types and their permissions, visit this page.
In the “Additional Information” section, you can update the user’s location information. To update the user’s photo, first, click on the “Choose File” button and then select the preferred image from your device (in one of the supported file formats: JPG, JPEG, GIF, or PNG).
In the “Costs” section, you can update 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 business model.
In the “Data Protection” section, you can enable or disable 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 “10,” this user will be able to view only the routes that are scheduled for 10 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 or restrict the user from viewing all Drivers and/or vehicles associated with the primary Route4Me account of the Account Owner, as well as viewing 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. To update the existing custom data, click on the entry that you want to edit and them update the “Value” field accordingly. To learn more about adding and managing users custom data, visit this page.
To apply all changes, click on the “Save” button at the bottom of the user’s profile.
Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that when you modify the details of a particular team member using the Route4Me Web Platform, the profile of this user is instantly updated 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.