Analyst User Type – Route4Me Team Management

Route4Me’s user hierarchy includes the following key user types: Account Owner, Administrator, Regional Manager, Route Planner, Dispatcher, Analyst, and Driver. By default, each user type has their own set of default account-level permissions for interacting with the Platform and other users. The role of each user type can be interpreted in your own way, depending on the particular needs of your business or unique business model. Thus, you can assign different user types (except for the Account Owner) to different team members according to their role within your business environment or choose the one that is the closest in terms of duties and responsibilities.

The Analyst user type can report to the Account Owner, Administrator, and Regional Manager user types. Analysts do not have the ability to create and manage sub-users. Analysts are generally created by Regional Managers, Admins or the Account Owner for analyzing completed routes and generating reports on the company’s routing operations. NOTE: For an Analyst to be able to generate reports on routing activities, the Company Visibility settings of this Analyst need to be adjusted accordingly (learn how).

By default, Analysts do not have the ability to see or modify other sub-users associated with the primary Route4Me account.

Analysts do not have the ability to view or edit their own account-level permissions. Analysts can edit only their account settings (learn more).

By default, Analysts can view, open, and manage only those routes, orders, and Address Book contacts that are assigned to them or created by them.

For an Analyst to be able to generate reports on routing activities, the Company Visibility settings of this Analyst need to be adjusted accordingly (learn how). When the “See All Drivers” Company Visibility permission is enabled, the give Analysts can view all Drivers associated with the primary Route4Me account (Account Owner’s account).

With the enabled “See All Drivers” permission, the given Analyst can view, open, and manage the routes, orders, and Address Book contacts of all Drivers associated with the primary Route4Me account. The routes that have assigned users are marked with these users’ email addresses. The routes that have the given Analyst assigned to them are not marked when logged in as this Analyst.

With the enabled “See All Drivers” permission, the given Analyst can track the activities of all Drivers associated with the primary Route4Me account through the Activity Feed (learn more), view the tracking history of each visible Driver (learn more), use Route4Me’s analytics tools for viewing Drivers’ statistics, and more.