• 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/-/4/9/5/f/4Few readers

• How to assign a user to a new device

  Before assigning a new device, we need to unassign the previous device by following these steps: 1.- First, select the user 2.- Then, click on Edit user 3.- In the Assigned devices section, click on Unassign ![](https://storage.cFew readers

• Device assignment management

  | This article will demonstrate how to assign a user to a device and explain the various methods for doing so. When a mobile user logs in to the Handy app using their mobile phone, the app automatically retrieves the phone's IMEI and assigns it to this user. This is done to make sure it's not possible to log in from multiple phones. From the web portal, you can see this information on the user's profile: ![](https://storage.crisp.chat/users/helpdesk/website/-/6/d/3/1/6d318618e0c6e000/445a053eFew readers

• How 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: ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• Is 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 ofFew readers

• How to add user information

  | Here, we'll go over each field required when creating a new user, either individually or using a template in Excel. **Name and last name: **The user's full name, to help you identify them. Email: The user's email address. Their email will be used to receive summaries, recover their password if necessary, log in to the Handy app, and it will also double as their username. Role: Handy allows you to control your operation with users under five types of roles: Master data mFew readers

• Adding orders to an open route

  || You may have created a delivery route and suddenly need to add a stop that was not originally included. Handy allows you to add new orders to a previously established delivery route. Just follow these steps: First and most importantly, the user needs to accept the initial load, or you won't be able to add any more orders. Once the user has accepted it, you need to go to the routes tab and click on Add products or orders. (The button will be blue if applicable) ![](Few readers

• How can I change my password?

  | In this article, we'll guide you through changing your password while ensuring your information remains protected. Please, follow these steps to change your password: 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 personalFew readers

• Disable 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 readers

• The user changed to a new mobile device and now can’t access the app

  When someone on your team gets a new mobile device, you need to follow some steps for them to be able to access the Handy app again. Before registering them, make sure that Handy is correctly installed with automatic updates enabled, and that the permissions for installing other apps and using the device comply with your company’s policies Once the Handy app is correctly installed on the new device, log in to the web portal as an administrator, and go to Users: ![](https://storage.criFew readers

• End 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 readers

• User 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 readers

• How 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 readers

• User details and activity

  | It's important to analyze your users' activity to find opportunities for improvement and become more efficient, such as improving routes, improving time management, adjusting expectations, etc. Viewing a user’s activity gives you access to a wide range of information in a simple, organized way, from a high-level overview down to the smallest details. In theFew readers

• Log 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, undFew readers

• Load 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 readers

• User types

  There are four types of users you can assign in Handy: Route sales Promoter Presales Delivery You can select the user type in the user data section when editing a user. While the app permissions for each user are mostly the same, the main differences lie in how they execute certain processes in the field. Below is a detailed explanation of each type: NFew readers

• Send 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. Even ifFew readers

• Logging 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 readers

• User'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/-/aFew readers

• Schedule 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, anFew readers

• Device change notifications

  Every time a user logs in to the mobile app, we register which device they used so that both administrators and Handy have a record of which users are actually using Handy. The device change notification is useful for administrators and supervisors who need to be aware of any changes to devices. This notification will allow you to: Ensure that users are using the company-provided devices and not other unofficial devices. Detect if a user loses a device and starts using another oneFew readers