Add & Manage Users – Route4Me Team Management Guide

Route4Me’s Last Mile Transportation Team Software helps you build a structured routing team with clearly defined roles: Managers, Route Planners, Drivers, and other team members. Each team member can be given tailored permissions, route visibility, and access to specific drivers and vehicles, all based on your enterprise model and last mile routing needs. This makes it easy to assign the right routes to the right people in real time. And, to keep everyone aligned, Route4Me syncs updates instantly across all connected devices. Use this guide to add, invite, upload, and manage users.

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 offers several ways to add users to your team. You can create individual profiles manually, bulk upload multiple users via spreadsheet, or send email invites to new team members. Each method is explained in more detail below.

To view your team’s hierarchy and reporting structure, use the Tree View toggle at the top of the Users page.

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

To create a new user, go to “Team” in the Navigation Menu, select “Users“, then, from your Users page, click “Add User(s)“. Alternatively, click the Down Arrow Button next to an existing user and select “Add Sub-User“.

Your ability to view and manage users depends on your User Type. Based on your permissions, you can add sub-users with different roles and assign them under your account or another team member.

NOTE: Learn more about Route4Me’s Team Hierarchy and User Account Level Permissions.

Next, click the “Create” tab to manually set up a new user account. Fill in the required profile fields, then click “Create User” to add the user to your team. Details about each profile section and field are provided in the table below.

Invite Users – Invite New Team Members Via Email Link

To invite users, select the “Invite” tab in the “Add User” panel. Enter each user’s email address in the Email field and choose their User Type in the Role field. When ready, click “Invite User(s)” to send email invitations for account creation.

You can also enable Read Only Mode for any invitee by checking the box in the “Read Only” column. Add more invitation rows with the “Add More” button, or remove invitations by clicking the delete icon.

Track User Invitation Status And Re-Send User Invites

After sending user invitations, you can click the “Invitations” Button to view invitation statuses, or resend or cancel invitations.

To resend an invitation, click the Resend button next to the entry. To cancel one, click the delete icon; this deactivates the registration link immediately. You can also check “Show History” to view all accepted, canceled, or expired invitations.

Below, you’ll find descriptions of all invitation statuses.

Upload Users – Team Members Spreadsheet Formatting And Upload

To import team members into your Route4Me account, click the “Upload A File” tab in the “Add User” panel.You can drag and drop a CSV, XLS, or XLSX file with user data into the highlighted area or click “Browse Files” to select your file.

For convenience, use Route4Me’s Bulk User Import Spreadsheet Template. Download the template, fill in your team’s information, and upload it to create multiple users at once.

Download Spreadsheet Template

Spreadsheet Formatting Details For Bulk User Upload

The user upload spreadsheet is organized into columns and rows. To add a new column, enter the desired column name in the header row, then fill in the corresponding user data below. Each row represents a single user.

NOTE: 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 automatically matches column headers to its user profile fields. If any columns don’t match correctly, you can manually assign them by selecting the appropriate field from the dropdown menu.

To do this, click the mismatched column name and choose the correct option 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, or reassign users with just a few clicks. All the settings available when creating a new user, such as personal details, team hierarchy, user type, permissions, pay rates, and driver skills, can also be updated for any existing user or sub-user.

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

On your Users page, you can view and manage all users associated with your Route4Me account. Likewise, each user can see and manage the sub-users assigned under them.

To view a User Snapshot, an overview of key metrics and details associated with the user, click the “Open User” button. To edit a profile, click the Down Arrow next to their name. This opens a menu with additional options, described below.

In the “Edit User” panel, you can update all the same settings available during manual user creation. After making changes, click “Save” to apply the updates.

NOTE: Once a user’s account is created, their email address cannot be edited. To use a different email, you’ll need to delete the existing account and create a new one. Learn more about deleting users later in this guide.

Edit User Permissions – Account-Level Permissions Settings

Once a user account is created, you can adjust their visibility and access rights in the “Permissions” tab of the “Edit User” panel. Detailed explanations of each permission setting are provided below.

NOTE: For additional guidance, refer to 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 next to their name and select “Delete” from the menu. This action permanently removes the user and all associated data, including their assigned routes, and cannot be undone.

NOTE: If you want to keep the user’s routes, reassign them to another team member before deleting the account. For assistance with deleting users, contact Route4Me Support.

Configure Users Page – Add And Customize User Data Columns

You can customize the data columns on the Users page to display only the information relevant to your needs. Click the Display Columns Icon, then check the boxes next to the columns you want to show.

To reorder columns, drag and drop the column names. The order from top to bottom reflects how they appear left to right on the Users page. Refer to the table below for details on each column.

Route4Me Mobile Team Management And Real-Time Synchronization

Route4Me provides real-time synchronization of route and team data across all connected devices. When you add a new team member, their profile is instantly available on all linked Route4Me accounts.

This allows you to access, assign, and manage users seamlessly from Route4Me Business Route Planner desktop software, as well as the iPhone Route Planning app and Android Route Planning app. For example, an Administrator can add new Drivers, and Dispatchers can immediately view them and assign routes.

NOTE: Learn more about team management using Route4Me’s iPhone Mobile App and Android Mobile App.