- You must create at least 1 Route/Crew before you can create a Route Schedule.
- (Although you create office user accounts & manage both office and field users in the User Menu located under Settings, Field User accounts are created by adding a route/crew on the Route Schedule page. NEVER ADD field user accounts in the User Menu, always create them in Routes/Crews. For more information on adding Office Users click here.)
Step 1: From the Route Schedule page click on the table menu and then select Routes/Crews.
Step 2: In the Pop-up window that appears, enter the name of the Route/Crew and click ‘Save’. Avoid the use of spaces when naming a Route/Crew
- *When entering the User Name make sure you avoid the use of spaces. Make sure that there are no extra spaces at the end of your user name.
- When creating the password keep in mind they ARE case sensitive.
Step 3: You can now assign Route Stops to your new Routes/Crews
Step 4: By creating the Route/Crew you have also created a User profile that can log into the mobile app URL. They can also now be seen in the User List.
Step 5: Clicking on the Username will open the User Detail screen where you can add more information about your Route/Crew. You can also manage the password for that user here, which by default is the same as their Username.
Step 6: It is also important that you select a unique color to represent this user when their Routes are displayed on the Route Map.
- When using the color picker tool it is important that you avoid using shades of Red, Green, and Orange as these colors are how Google Maps displays various levels of traffic and can lead to confusion when attempting to view your Routes.