Creating users
There are two ways to create users in Handy: either **individually **or using a template to create them in bulk. This article will go over both options.
Individually
Go to the Users menu on the left side of your screen:
Now, click on + Create, then on Add new to add a new user:
![](https://storage.crisp.chat/users/helpdesk/website/-/1/8/a/e/18Few readersUser's photo
| Adding the user's photo can help us identify users more easily.
In Handy, it's possible to add a photo to the user's profile to make them easier to identify from the web portal, in the user's profile, and in the forms answers report:
To add the user's photo, go to the user's profile and click Edit user:
![](https://storage.crisp.chat/users/helpdesk/website/-/2Few readersSend message to all devices
On the web portal, you have the option to send a message to your users' devices:
The company administrator can send messages to their mobile users. This is a one-way communication channel, so mobile users can't reply to this message.
EvenFew readersDisable users
| Handy users, like all information in general, are not deleted, but they are Enabled or Disabled.
To disable a user, go to the menu on the left side of your screen and select "Users".
Select the user you wish to disable or "delete" and click Edit User.
Once you've selected the user, click on the "Enabled" checkbox to enable or disable the user,Few readersSchedule compliance
When clicking on Visiting calendar, you'll be able to see your scheduled visits, which you can filter by date or user:
Each card (square) represents a summary of different categories:
Scheduled visits:
This is the total number of visits you've scheduled for the user you've selected. Each time you schedule a new visit for this user, this number increases, andFew readersHow can I change my email?
| In this article, we'll guide you through changing your email while ensuring your information remains protected. Please, follow these steps to change your email:
You'll need to log in to your Handy account through the web portal. On the right side, you'll see your username. Click on your username, then click Edit user.
This will take you to your personal informFew readersLogging out of the mobile app
| Users who have properly logged out of the mobile app will not generate charges for the following month.
||| IMPORTANT: If the user reinstalls the app and this setting is enabled, a new login will be restricted even if it comes from the same device.”||| 🔴 This helps you stop users from uninstalling the app to avoid being tracked, as they won't be able to log back in after re-installing the app unless you reassign them to that device.
To log out of the mobile app, go to Profile, whereFew readersIs traffic considered when planning the user's route?
| From the mobile app, you can create the most optimal route to take when visiting several clients. Learn more about that here: Aquí.
The route is generated like in the following example:
This route does not consider traffic, as traffic changes throughout the day, and the app has no way oFew readersUser roles
| As the administrator of your company or sales force, we suggest that the first thing you do before using Handy is read this brief introduction.
As the administrator of your company or sales team, it's very important that, before starting to use Handy, you read this brief introduction.
Handy is a tool designed to optimize the control of operations in the work field, and it's structured around the user's four main roles.
Company Administrator
Inventory Manager
****SupFew readersLog out a mobile device from the web portal
| Users who are logged out on the mobile app do not incur a charge, even if they are enabled.
If you've disabled the option for mobile users to log out from their devices, which is common practice, you can log out users remotely from the web portal.
Follow these steps:
Search for the user in the top bar or in the user catalog, then click on Edit user:
Then, unFew readersEnd of route
The end-of-route process is an essential step for operations based on route sales and on-board inventory sales.
When performing the end-of-route process, we're assuming that the inventory allocation process has already been completed.
However, there are times when the seller has not completely sold all of their merchandise.
At Handy, there are three options for handling these products.
❌ Shrinkage: PFew readersLoad inventory per user
To load inventory for a route sales user, go to Manage sales and delivery routes.
Then, select the option ****New Assignment → New Route
After selecting New Route, you'll need to choose the user, products, and amounts, as wFew readersHow Often Is My Data Synced?
When you create new data in the Handy mobile app—such as a new order, form response, or client visit—this information is sent to the web portal in real time, as long as you have a stable internet connection.
Similarly, when new data is added on the web portal, such as new clients, it syncs to the mobile app in real time, provided the mobile device has a reliable internet connection.
This is an example of how an updated user appears on the web:
