Inviting Your Team Members to Join Route4Me (Inviting Multiple Users with Pre-Assigned Roles)
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. Depending on the industry and size of your business, you may need to create user accounts for multiple employees, subcontractors, vendors, etc. to work with you on the Route4Me Platform. For more convenience, Route4Me allows you to invite multiple members at a time and pre-assign a different role to each invitee using a single form. Thus, you can add multiple team members to your Route4Me account with just the touch of a button and have each invitee fill out their own account details.
To invite multiple members at a time, first, go to “Users” from the navigation menu to open the list of all users associated with your Route4Me account and then click on the “Invite Team Members” button.
Alternatively, go to “Invite Team” from the navigation menu.
Next, input the email addresses of the members you want to invite into the corresponding fields.
After that, you can select a role for each invitee using the corresponding drop-down lists. Route4Me’s user hierarchy includes the following key user types: Account Owner, Administrator, Regional Manager, Route Planner, Dispatcher, Analyst, and Driver. Each user type can invite only those use types that this user type can create. To learn more about account-level permissions of each user type, visit this page.
To add more members to the invitation form, click on the “Add Another Invitation” button. NOTE: The number of people you can invite is limited to the number of available members and assets provided in your current subscription plan.
To enable the Read Only mode for particular invitees, check the corresponding boxes. The Read Only mode allows you to restrict users with different user types from accessing and editing users, vehicles, Address Book contacts, orders, and other types of data associated with their and the primary Route4Me account (learn more). To finish and send out the form, click on the “Send Invitations” button.
Once the invitation form is successfully sent, each invitee will receive a registration link. When the invited members create new accounts using their invitation links, each account will have the corresponding user type account-level permissions assigned by the inviter. After each member goes through the registration process, the profiles of these members will appear in the inviter’s Team Editor accordingly.