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:

Now, we'll explain the specifics on each one:

🚚 *Route sales*

Route sales users take the products loaded into their vehicle, visit clients, and sell and deliver products at the same time.

• They can only place orders for products included in their assigned load.
• They must accept their assigned load before heading out.
• At the end of the day, they must close their route in the app.

🛒 *Promoter*

Promoters specialize in the *self-service or modern trade channel* (stores like Walmart, HEB, etc.).

• Their forms are answered one question at a time through a custom user interface, unlike other users who see all questions at once.
• Certain components of the forms are specifically designed for promoters.

🏢 *Presale*

Presale users visit clients *without delivering products* at the time of the visit.

• They record orders that are later fulfilled from the warehouse.
• Presale users are the most flexible type. If you’re unsure which type to assign, we recommend starting with presale.

📦 *Delivery*

Delivery users are responsible for *delivering orders placed by presale users*.

• Like route sales users, they receive a load based on the deliveries assigned for the day, allowing them to go out and deliver those specific products.
• Delivery users only receive orders through presale users, making them primarily a support role.
• An interesting feature is that delivery users can also perform presale tasks. If you want a user to combine presale and delivery functions, choose this type.

Got any questions? We're just a message away in the chat! 😎

Actualizado el: 01/12/2025