User Permissions Settings – Read-Only, Company And Route Visibility

Route4Me enables your enterprise business to create an organized and easily manageable team of managers, route planners, dispatchers, drivers, and other team members with the best route software. For your convenience, each user type has a set of default permissions. Furthermore, you can customize the account permissions, route visibility, driver and vehicle access settings of your users based on your unique needs and business model. This way, you can efficiently structure your team and assign the right work and routes to the right team members in real-time. On this page, you can learn about Route4Me’s default user account-level permissions, user permissions settings for Route Visibility, Company Visibility, Read-Only Mode, and more. Equally important, to learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.

Route4Me’s Default Account-Level Permissions By User Type

Each user type has a specific set of default account-level permissions across the Route4Me Platform. Equally important, a user can view and manage routes, addresses, users, vehicles, and other data that is stored on their sub-users’ accounts. Additionally, learn more about Route4Me’s Default Account-Level Permissions by User Type.

NOTE: You can use the Company Visibility Settings and Read-Only Mode to override the default account-level permissions of your users. Accordingly, you can learn more about using the Company Visibility Settings and Read-Only Mode on this page.

Customize User Account-Level Permissions Settings

When you create a new user, this user has a default set of account-level permissions across the Route4Me Platform. Additionally, you can use the Read-Only Mode, Company Visibility, and Route Visibility Settings to override the default account-level permissions of your users.

NOTE: Company Visibility Settings and Read-Only Mode override the default account-level permissions of your users. To adjust the permission settings of your users, the Account Owner needs to enable the Advanced Team Management Add-On on the Primary Route4Me Account.

To customize the account-level permissions settings of your users, go to “Team” and select “Users” from the Navigation Menu to open the list of users on your trusted route optimization software. After that, click the Three-Dot Icon next to the preferred user and then select “Edit” from the menu. Additionally, you can learn more about editing user profiles.

Next, go to the “Permissions” tab, where you can view and adjust the user’s account-level permissions settings. Further, you can learn more in detail about customizing user permissions settings.

Route Visibility For Future Scheduled And Past Completed Routes

In the “Route Visibility” section of the user’s permissions settings, you can adjust the future scheduled and past completed Route Visibility Settings. NOTE: To enable the Route Visibility settings for your Route4Me account, Contact Route4Me Support.

Permissions Settings	Permissions Descriptions
Hide Routes Scheduled for Before the Current Date	When enabled, the user can’t see any routes that are scheduled for before the current date.
Show Future Routes Scheduled Number of Days in Advance	Add the preferred number of days for future routes visibility. For example, if you add “5” days, the user will see only those routes that are scheduled to start within 5 days from the current date.

Company Visibility Settings For Vehicles, Drivers, Orders And Addresses

In the “Company Visibility” section of the user’s permissions settings, you can adjust the Drivers, Vehicles, Orders, and Address Book Visibility Settings.

Permissions Settings	Permissions Description
See All Drivers	To enable, switch on the “See All Drivers” toggle. When enabled, the user can see and optionally manage all Drivers stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
See All Vehicles	To enable, switch on the “See All Vehicles” toggle. When enabled, the user can see and optionally manage all Vehicles stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Address Book	To enable, switch on the “Global Address Book” toggle. When enabled, the user can see and optionally manage all Address Book addresses stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Orders List	To enable, switch on the “Global Orders List” toggle. When enabled, the user can see and optionally manage all Orders stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.

Read-Only Mode – Editing Permissions And Restrictions Settings

In the “Read-Only” section of the user’s permissions settings, you can enable and disable the Read-Only Mode. When the Read-Only Mode is enabled for the user’s account, the user can see the routes, addresses, orders, users, and work assigned to them but can’t edit the routes, addresses, orders, users, and work assigned to them.

NOTE: The Read-Only Mode overrides the default account-level permission of your users. Below, you can find the list of permissions that each user type has when the Read-Only Mode is enabled for their account.

Permission	Admin	Regional Manager	Dispatcher	Route Planner	Driver	Analyst
Route Planning and Optimization
Plan and Optimize Routes
Route Management – Route Editor, Routes Map, and Routes List
Access Routes Created by User & User’s Sub-Users
Access Routes of All Users
Re-Optimize Routes Created by User & User’s Sub-Users
Re-Optimize Routes of All Users
Re-Schedule Routes Created by User & User’s Sub-Users
Re-Schedule Routes of All Users
Insert Addresses into Routes Created by User & User’s Sub-Users
Insert Addresses into Routes of All Users
Insert Addresses into Best Routes Created by User & User’s Sub-Users
Insert Addresses into Best Routes of All Users
Insert Driver Breaks into Routes Created by User & User’s Sub-Users
Insert Driver Breaks into Routes of All Users
Delete Stops from Routes Created by User & User’s Sub-Users
Delete Stops from Routes of All Users
Edit Route Stops in Routes Created by User & User’s Sub-Users
Edit Route Stops in Routes of All Users
Refresh Route Directions in Routes Created by User & User’s Sub-Users
Refresh Route Directions in Routes of All Users
Reverse Routes (Reverse Entire Route) Created by User & User’s Sub-Users
Reverse Routes (Reverse Entire Route) of All Users
Reverse Routes (Reverse Stops Only) Created by User & User’s Sub-Users
Reverse Routes (Reverse Stops Only) of All Users
Operation Matrix for Routes Created by User & User’s Sub-Users
Operation Matrix for All Users
Duplicate Routes Created by User & User’s Sub-Users
Duplicate Routes of All Users
Merge Routes Created by User & User’s Sub-Users
Merge Routes of All Users
Add Notes to Stops on Routes Created by User & User’s Sub-Users
Add Notes to Stops on Routes of All Users
Open Notes on Routes Created by User & User’s Sub-Users
Open Notes on Routes of All Users
Delete Notes on Routes Created by User & User’s Sub-Users
Delete Notes on Routes of All Users
Access Route Manifest on Routes Created by User & User’s Sub-Users
Access Route Manifest on Routes of All Users
Assign Users to Routes Created by User & User’s Sub-Users
Assign Users to Routes of All Users
Assign Vehicles to Routes Created by User & User’s Sub-Users
Assign Vehicles to Routes of All Users
Track Users on Routes Created by User & User’s Sub-Users
Track Users on Routes of All Users
Track Vehicles on Routes Created by User & User’s Sub-Users
Track Vehicles on Routes of All Users
Export Routes Created by User & User’s Sub-Users
Export Routes of All Users
Approve to Execute Routes (Dispatch Routes) Created by User & User’s Sub-Users
Approve to Execute Routes (Dispatch Routes) of All Users
Rename Routes Created by User & User’s Sub-Users
Rename Routes of All Users
Compare Side by Side Routes Created by User & User’s Sub-Users
Compare Side by Side Routes of All Users
Share Routes Created by User & User’s Sub-Users
Share Routes of All Users
Print Routes Created by User & User’s Sub-Users
Print Routes of All Users
Delete Routes Created by User & User’s Sub-Users
Delete Routes of All Users
Team Management
Access Users Created by User & User’s Sub-Users
Access Users List with All Users
Create New Users
Upload New Users
Invite New Users
Edit Users Created by User & User’s Sub-Users
Edit All Users
Access Routes Created by User & User’s Sub-Users
Access Routes of All Users
Assign Users to Routes Created by User & User’s Sub-Users
Assign Users to Routes of All Users
Delete Users Created by User & User’s Sub-Users
Delete All Users
Vehicle Management
Access Vehicles Created By User & User’s Sub-Users
Access Vehicles Of All Users
Add New Vehicles
Edit Vehicles Created By User & User’s Sub-Users
Edit Vehicles Of All Users
Assign Vehicles To Routes Created By User & User’s Sub-Users
Assign Vehicles To Routes Of All Users
Delete Vehicles Created By User & User’s Sub-Users
Delete Vehicles Of All Users
Access Pending Vehicles Of The User & User’s Sub-Users
Access Pending Vehicles Of All Users
Activate Pending Vehicles Of The User & User’s Sub-Users
Activate Pending Vehicles Of All Users
Delete Pending Vehicles Of The User & User’s Sub-Users
Delete Pending Vehicles Of All Users
Access Deleted Vehicles List Of The User & User’s Sub-Users
Access Deleted Vehicles List Of All Users
Restore Deleted Vehicles Of The User & User’s Sub-Users
Restore Deleted Vehicles Of All Users
Orders List and Orders Map
Access Orders Created by User & User’s Sub-Users
Access Orders of All Users
Add New Orders
Edit Orders Created by User & User’s Sub-Users
Edit Orders of All Users
Plan Routes with Orders Created by User & User’s Sub-Users
Plan Routes with Orders of All Users
Insert Orders into Routes Created by User & User’s Sub-Users
Insert Orders into Routes of All Users
Insert Order into Best Routes Created by User & User’s Sub-Users
Insert Order into Best Routes of All Users
Add & Manage Order Custom Fields Created by User & User’s Sub-Users
Add & Manage Order Custom Fields of All Users
Delete Orders Created by User & User’s Sub-Users
Delete Orders of All Users
Address Book List and Address Book Map
Access Addresses Created by User & User’s Sub-Users
Access Addresses of All Users
Add New Addresses
Edit Addresses Created by User & User’s Sub-Users
Edit Addresses of All Users
Upload Addresses
Plan Routes with Addresses Created by User & User’s Sub-Users
Plan Routes with Addresses of All Users
Insert Addresses into Best Routes Created by User & User’s Sub-Users
Insert Addresses into Best Routes of All Users
Export Addresses Created by User & User’s Sub-Users
Export Addresses of All Users
Add Custom Data to Addresses Created by User & User’s Sub-Users
Add Custom Data to Addresses of All Users
Access Address Custom Data Created by User & User’s Sub-Users
Access Address Custom Data of All Users
Generate Orders from Addresses Created by User & User’s Sub-Users
Generate Orders from Addresses of All Users
Upload Address Schedules
Delete Addresses Created by User & User’s Sub-Users
Delete Addresses of All Users
Territories
Access Address Territories Created by User & User’s Sub-Users
Access Address Territories of All Users
Create Address Territories
Edit Address Territory Created by User & User’s Sub-Users
Edit Address Territory of All Users
Delete Address Territories Created by User & User’s Sub-Users
Delete Address Territories of All Users
Avoidance Zones
Access Avoidance Zones Created by User & User’s Sub-Users
Access Avoidance Zones of All Users
Create New Avoidance Zones
Edit Avoidance Zones Created by User & User’s Sub-Users
Edit Avoidance Zones of All Users
Delete Avoidance Zones Created by User & User’s Sub-Users
Delete Avoidance Zones of All Users
Geofences
View Geofences on the Map
Change Geofence Shape
Change Geofence Size
SMS & Email Customer Notifications and Alerts
Enable or Disable Customer Notifications
Adjust Customer Notifications Settings
Customize Order Tracking Page
Access Notifications History
Analytics and Reporting
Dashboard Access with Data of the User & User’s Sub-Users
Dashboard Access with Data of All Users
CO2 Emissions Tracking of Routes Created by User & User’s Sub-Users
CO2 Emissions Tracking of Routes of All Users
Activity Feed
Activity Feed Access with Activities of the User & User’s Sub-Users
Activity Feed Access with Data of All Users
Activity Feed Settings
Callback URL
Callback Method
Optimizations Management
Edit Optimizations Created by User & User’s Sub-Users
Edit Optimizations of All Users
Re-Optimize Optimizations Created by User & User’s Sub-Users
Re-Optimize Optimizations of All Users
Delete Optimizations Created by User & User’s Sub-Users
Delete Optimizations of All Users

Visit Route4Me's Marketplace to Check out Associated Modules:

Operations
Advanced Team Management Add-On
Learn More
Operations
Field-Services / Field-Marketing / Field-Sales Delivery Management
Learn More
Operations
Audit Logging and Activity Stream
Learn More

User Permissions Settings – Read-Only, Company And Route Visibility

Table of Contents

Route4Me’s Default Account-Level Permissions By User Type

Customize User Account-Level Permissions Settings

Route Visibility For Future Scheduled And Past Completed Routes

Company Visibility Settings For Vehicles, Drivers, Orders And Addresses

Read-Only Mode – Editing Permissions And Restrictions Settings

Visit Route4Me's Marketplace to Check out Associated Modules:

Advanced Team Management Add-On

Field-Services / Field-Marketing / Field-Sales Delivery Management

Audit Logging and Activity Stream

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