Edit Users – Manage Team Member Profiles and Accounts
With Route4Me, you can create a structured and easily manageable network of managers, route planners, dispatchers, drivers, and other team members. Based on your specific last-mile optimization requirements and unique business model, each user can have default or customized account-level permissions, route visibility, driver and vehicle access, etc. This way, you can easily assign the right routes, work, and tasks to the right team members across the Route4Me Last Mile Optimization Platform. Furthermore, Route4Me provides real-time team data synchronization across multiple connected devices.
On this page, you can learn how to edit team member user accounts. Additionally, you can learn how to create new users manually and bulk import multiple users. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.
Table of Contents
Manage User Hierarchy and Team Structure
To manage and edit users, go to “Team” and then select “Users” in the navigation menu. On the “Team Members” screen, you can see and manage the list of all users available on your Route4Me account. Similarly, other users can see and manage the sub-users that are branched under them. To change the manager of a user, you can drag and drop the user under the preferred manager. Additionally, you can learn more about Route4Me’s Team Hierarchy and User Types.
Manage Users and Edit User Accounts
To manage and edit users, click on the three-dot menu icon next to a user and then select the preferred option from the menu:
|Edit Action||Action Description|
|Edit||Add or edit the user’s general information (i.e., phone number, password, name, etc.), salary rates, account-level permissions, Custom Data, etc.|
|Add Sub-User||Add a new sub-user with the respective user type that will report to the given user. Additionally, learn more about creating new users and sub-users.|
|View Assigned Routes||Open the list of all routes that the user is assigned to. Additionally, you can learn more about assigning drivers and users to routes.|
|Delete||Delete the user. Additionally, you can learn more about deleting team member user accounts. NOTE: Deleting a user can’t be undone. To get help with deleting users, Contact Route4Me Support.|
Edit General User Information – Team Member Profile Details
In the “User Information” tab, you can edit the general information of the user. 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.
Edit User Permissions – Account-Level Permissions Settings
In the “Permissions” tab, you can add and adjust the user’s account-level permissions. Additionally, you can learn more about Route4Me’s User Account-Level Permissions Settings.
|Permissions Settings||Permissions Descriptions|
|Read-Only Mode||When the Read-Only Mode is enabled, the user can see the routes and work assigned to them but can’t edit the routes and work assigned to them. Additionally, learn more about the permissions of different user types with the enabled Read-Only Mode.|
|Route Visibility Settings – Contact Support to Enable|
|Hide Routes Scheduled for Before the Current Date||When enabled, the user can’t see any routes that are scheduled for before the current date.|
|Show Future Routes Scheduled Number of Days in Advance||Add the preferred number of days for future routes visibility. For example, if you add “5” days, the user will see only those routes that are scheduled to start within 5 days from the current date.|
|Company Visibility Settings|
|See All Drivers||When enabled, the user can see and optionally manage all Drivers stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|See All Vehicles||When enabled, the user can see and optionally manage all Vehicles stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|Global Address Book||When enabled, the user can see and optionally manage all Address Book addresses stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
|Global Orders List||When enabled, the user can see and optionally manage all Orders stored on the Primary Route4Me Account and all other users branched under the Account Owner.|
Edit User Salary Rates – Hourly, Driving, and Route Rates
In the “Rates” tab, you can add the user’s salary 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.
Edit User Custom Data – User Profile Additional Information
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. Additionally, you can learn more about adding and managing User Custom Data. NOTE: To add and manage User Custom Data, enable the Custom Data Add-On for the Primary Route4Me Account.