Invite Team Members with Pre-Assigned Roles to Join Route4Me
With the Route4Me Route Planner, you are able to create a well-structured and easily manageable organizational structure 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. This helps you improve your team management and driver management processes. 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. For more convenience and efficiency, when you want to invite hundreds of members at a time, you can import a single CSV file with the details of all invitees into the invitation form instead of manually filling out the details of each member you want to invite.
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: 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 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. To finish and send out the form, click on the Send Invitations button.
To fill out the invitation form by uploading a CSV file with the details of multiple people you want to invite, first, click on the Invite from CSV button and then upload the corresponding file accordingly. To download a sample CSV file that you can use as a template, click on here next to the corresponding list item.
For the spreadsheet that you want to import into the system to be successfully processed, it must contain a header row and data rows. The header row (data column titles) defines the type of information you are importing, while the corresponding data rows contain the actual details of the members that are being invited.
After uploading the CSV file, make sure that all column titles are matching the corresponding data columns and all cells contain the correct information. To finish the import, click on the Next button accordingly.
Before sending the invitation, check all fields and make sure that the invitation form contains the correct member details. To finish and send out the invitation 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. To learn more about filling out the account details and adjusting the account settings after being invited to Route4Me, visit the respective support article.