Invite Users – Invite Drivers and Team Members to Join Team
Route4Me enables 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 route optimization needs and unique business model, each of your users can have default or customized account-level permissions, route visibility, driver and vehicle access, and more.
For your convenience and efficiency, you can easily invite hundreds of team members with a touch of a button. Specifically, all you need to do is add their email or phone number, and pre-assign a preferred user type. After that, invited users will receive a registration link that they can use to create their Route4Me account. Once they have registered, their user profile will instantly become available in your Team Editor. Furthermore, you can track the status of each user invite and re-send invitations.
On this page, you can learn how to invite users with pre-assigned user types via SMS and Email. Additionally, learn how to create users manually and bulk import users. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.
Table of Contents
To invite users, go to “Team” and then select “Users” in the navigation menu. After that, click on the “Invite Users” button.
Invite Users with Pre-Assigned User Types via SMS by Phone Number
To invite users via SMS, select the “Phone Number” option on the “Invite Users” screen. Next, select the preferred country code and add the phone number of each user you want to invite. After that, select the preferred user type and enable the Read-Only Mode for each user you are inviting. Accordingly, the invited users will receive an SMS with a registration link that they can use to create a new Route4Me account with the pre-assigned user type and enabled or disabled Read-Only Mode.
Invite Users with Pre-Assigned User Types via Email Address
To invite users via Email, select the “Email” option on the “Invite Users” screen. Next, add the email of each user you want to invite. After that, select the preferred user type and enable the Read-Only Mode for each user you are inviting. Accordingly, the invited users will receive an email with a registration link that they can use to create a new Route4Me account with the pre-assigned user type and enabled or disabled Read-Only Mode.
Import User Invitation by Uploading a CSV Spreadsheet
For your convenience, you can upload multiple user invitations in a spreadsheet. To do so, click on the “Import Invitations” button on the “Invite Users” screen. Next, you can download the template, populate it with your users’ information, and then upload the spreadsheet to bulk invite multiple users.
The user invites spreadsheet consists of organized Columns and Rows. To create a column, add the preferred column name to the header (first row) of your spreadsheet and then populate its following rows with the preferred data. Additionally, you can learn more about Route4Me’s Spreadsheets Formatting Requirements. To download the template, click on the “Spreadsheet Template” link or use the download link below.
Click to Download Route4Me’s CSV User Invites Spreadsheet Template
After uploading the spreadsheet, Route4Me automatically validates and matches column names from the spreadsheet to Route4Me’s user invitation fields. If specific column names don’t match the data in them, you can manually match data columns from the uploaded spreadsheet to user invitation fields. To do so, select the right column names based on the data in them.
Finally, after adding the preferred invitations, click on the “Send Invitations” button. Accordingly, the invited users will receive an email or an SMS with the respective registration link.
Track User Invitation Statuses and Re-Send User Invites
To check the status of sent user invitations, go to the “Invitations” tab. In the “Invitation Status” column, you can see the current status of each invitation sent via email or phone number. To refresh a sent user invitation, click on the refresh button next to the preferred invitation. To cancel a user invitation, click on the delete icon next to the invitation. Accordingly, once an invitation is canceled, the sent registration link is automatically deactivated. Additionally, you can 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.
|Invitation Status||Status Description|
|Pending||User invitation was sent, and the invited user hasn’t accepted it yet.|
|Accepted||The invited user has accepted the sent invitation and registered a new Route4Me account with the pre-assigned user type. Accordingly, you can find the users who have registered their Route4Me account on your Route4Me “Team Members” page.|
|Expired||A user invitation link is active for 48 hours. Accordingly, if the invited user doesn’t accept the invitation and register within 48 hours, their registration link automatically expires.|
|Canceled||User invitation was canceled. You and your sub-users can cancel user invitations. Accordingly, when an invitation is canceled, the sent registration link is automatically deactivated.|
Accordingly, after sending the invitation, the invited user receives a Route4Me account registration link in an Email or SMS. Next, the invited user can accept the invitation with a touch of the button and then proceed to register their new Route4Me account. The registration process is quick and simple: the invited user needs to add their email address, name, and a few other details.
Once the invited user has completed the registration process, they can sign into their account on the Route4Me Web Platform or on Route4Me’s iPhone Route Planning App, and Android Route Planning App. For example, Managers and Route Planners can sign into their accounts on the Route4Me Web Platform and Drivers can sign into their accounts on Route4Me’s mobile apps.
Route4Me Team Hierarchy and User Management
Once the invited user creates their new Route4Me account, their profile instantly becomes available in your account. Accordingly, the invited user can create an account only with that user type that was assigned to them when sending the invitation.
After the invited user has registered their account, you can edit their profile, add user account-level permissions, add salary rates, assign the user to routes, assign the user to another manager, and more. Additionally, learn more about the following user management options:
- Edit User Profiles: Change user information, change who the user reports to, add salary rates, add Custom Data, and more.
- Permissions Settings: Add and adjust Driver and Vehicle Company Visibility, Route Visibility, Read-Only Mode, and more.
- Assign Users to Routes: Dispatch routes to drivers and assign team members to routes.
Visit Route4Me's Marketplace to Check out Associated Modules:
Advanced Team Management Add-On
Audit Logging and Activity Stream