Inviting Your Team Members to Join Route4Me
Depending on the industry and size of your business, you may need to invite multiple employees, subcontractors, or vendors to work with you on the same platform. For more convenience, Route4Me allows you to invite multiple people at a time and assign a different role to each invitee using a single form. Thus, you can add your team members into your Route4Me account by sending out an invitation for your coworkers to register their own Route4Me accounts based on the roles you assigned them. To learn more about user role permissions, visit this page.
To invite your team members, first, go to “Invite Team” from the navigation menu.
The invitation form allows you to include multiple members and define a particular role for each invitee.
Next, input the email addresses of the members you want to invite into the corresponding fields.
After that, select a role for each invitee using the corresponding drop-down lists. To learn more about user role permissions, visit this page.
You can also assign the same role to all members that are being invited by selecting the corresponding role in the “Apply to All” list.
To mark particular members as “Read Only,” check the corresponding boxes next to them. When a user is marked as “Read Only,” they can see the work assigned to them, complete the work, but unable to remove or modify the work assigned to them.
To add more members to the invitation form, click on the “Add Another Invitation” button. Please note that the number of people you can invite is limited to the number of available members and assets provided by your current subscription plan.
To finish and send out the form, click on the “Send Invitations” button.
Once the invitation form is successfully sent, the corresponding notification will indicate so.
Each invitation contains the information about the inviter, inviting organization and the role assigned to the invitee, as well as the link for registering a new Route4Me account. NOTE: For security purposes do not share the invitation form/link with any third parties to avoid unauthorized access to the inviting organization.
After accepting the invitation, the invitee is redirected to the registration page. When the invited member creates a new account using the invitation link, this account will have the corresponding role permissions assigned by the inviter. You can learn more about user role restrictions and permissions on this page. To learn more about the registration process, visit this page.