• Creating users

  There are two ways to create users in Handy: either or using a template to create them in . This article will go over both options. Individually Go to the Users menu on the left side of your screen: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-93357qrqhwr.png =282xauto) Now, click on , then on Add new to add a new user:Popular

• Load inventory per user

  To load inventory for a route sales user, go to Manage sales and delivery routes. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-100611iimuwz.png =351xauto) Then, select the option New Assignment → New Route (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10194ba8rtt.png =813xauto) After selecting New Route, you'll need to choose the user, products, andPopular

• User roles

  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 SupervisorPopular

• 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/webPopular

• Adding orders to an open route

  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 . (The button will be blue if applicableSome 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:Some 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 tSome readers

• How to add user information

  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 . Role: Handy allows you to control your operation with users under five types oSome readers

• Disable users

  To disable a user, go to the menu on the left side of your screen and select "Users". (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-17-at-12081l5dkso.png =200x285) Select the user you wish to disable or "delete" and click Edit User. Once you've selected the user, click on the "Enabled" checkSome 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: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-16-at-1202010ijz5t.png =873xauto) 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 increaSome readers

• How can I change my 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. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-02-at-102831uzgisv.png =775xauto) This will take you to your personaSome 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.crisp.cSome readers

• User's photo

  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: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-17-at-117541iklgn.png =466xauto) To add the user's photo, go to the user's profile and click Edit user: (https://storage.crisp.chat/users/helpdesk/websFew readers

• How can I change my 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. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-02-at-102831uzgisv.png =775xauto) This will take you to your pFew 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 one to aFew readers

• Device assignment management

  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/-/5/7/c/b/57cbecba60da4000/screenshFew readers