Enable Read-Only Mode for Team Member Accounts – Web Platform

With Route4Me, you are able to create a well-structured and easily-manageable network of users where each member can have a dedicated role with an adjustable set of permissions. Route4Me provides flexible tools and settings for controlling your entire team, allowing you to always delegate the right tasks to the right people and make sure that your team can access only that information that they need to successfully accomplish their goals. The Read Only mode allows you to restrict users with different user types from accessing and editing users, vehicles, Address Book contacts, orders, and other types of data associated with their and the primary Route4Me account. To activate the Read Only mode settings on your Route4Me account, enable the Advanced Team Management Add-On.

To enable the Read Only mode for a particular user, first, go to “Users” from the navigation menu to open the list of all users associated with your Route4Me account.

Next, click on the three dots menu icon next to the user for which you want to enable the Read Only mode and then select “Edit” from the menu. If you are logged in as the Account Owner, you can edit all existing sub-users associated with your primary Route4Me account (learn more).

After that, scroll through the user’s profile to the “Data Protection” section and then check the “Read Only” box accordingly. Next, click on the “Save” button to apply the changes. To activate the Data Protection settings for your Route4Me account, enable the Advanced Team Management Add-On.

Once the Read Only mode is enabled, the corresponding user is automatically restricted from performing certain actions with routes, users, vehicles, and other objects in the system.

Depending on the user type, each user can have different restrictions when the Read-Only mode is enabled for their account.

The table below provides the list of all permissions that each user type has when the Read Only mode is enabled for their account.

Permission	Administrator	Regional Manager	Dispatcher	Route Planner	Driver	Analyst
Routes List
Open Route	✔	✔	✔	✔	✔	✔
Re-Optimize Route	✖	✖	✖	✖	✖	✖
View on Map	✔	✔	✔	✔	✔	✔
View Manifest	✔	✔	✔	✔	✔	✔
View Notes	✔	✔	✔	✔	✔	✔
Share Route	✔	✔	✔	✔	✔	✔
Assign Route	✖	✖	✖	✖	✖	✖
Print Route	✔	✔	✔	✔	✔	✔
Rename Route	✖	✖	✖	✖	✖	✖
Duplicate Route	✖	✖	✖	✖	✖	✖
Single Route Remove	✖	✖	✖	✖	✖	✖
Batch/Multiple Routes Remove	✖	✖	✖	✖	✖	✖
Single Route Export	✔	✔	✔	✔	✔	✔
Remove Notes	✖	✖	✖	✖	✖	✖
Add Notes	✔	✔	✔	✔	✔	✔
Routes Matrix (Logistics Operations)	✔	✔	✔	✔	✔	✔
Route Editor
Open Route	✔	✔	✔	✔	✔	✔
Re-Optimize Route	✖	✖	✖	✖	✖	✖
View on Map	✔	✔	✔	✔	✔	✔
View Manifest	✔	✔	✔	✔	✔	✔
View Notes	✔	✔	✔	✔	✔	✔
Share Route	✔	✔	✔	✔	✔	✔
Assign Route	✖	✖	✖	✖	✖	✖
Print Route	✔	✔	✔	✔	✔	✔
Rename Route	✖	✖	✖	✖	✖	✖
Duplicate Route	✖	✖	✖	✖	✖	✖
Single Route Remove	✖	✖	✖	✖	✖	✖
Batch/Multiple Route Remove	✖	✖	✖	✖	✖	✖
Single Route Export	✔	✔	✔	✔	✔	✔
Batch/Multiple Routes Export	✔	✔	✔	✔	✔	✔
Remove Notes	✖	✖	✖	✖	✖	✖
Add Notes	✔	✔	✔	✔	✔	✔
Tracking Control on Map	✔	✔	✔	✔	✖	✔
Multiple Routes Map
Open Route	✔	✔	✔	✔	✔	✔
Re-Optimize Route	✖	✖	✖	✖	✖	✖
View Single Route on Map	✔	✔	✔	✔	✔	✔
View Multiple Routes on Map	✔	✔	✔	✔	✔	✔
View Manifest	✔	✔	✔	✔	✔	✔
View Notes	✔	✔	✔	✔	✔	✔
Share Route	✔	✔	✔	✔	✔	✔
Assign Route	✖	✖	✖	✖	✖	✖
Print Route	✔	✔	✔	✔	✔	✔
Rename Route	✖	✖	✖	✖	✖	✖
Duplicate Route	✖	✖	✖	✖	✖	✖
Single Route Remove	✖	✖	✖	✖	✖	✖
Batch/Multiple Routes Remove	✖	✖	✖	✖	✖	✖
Single Route Export	✔	✔	✔	✔	✔	✔
Batch/Multiple Routes Export	✔	✔	✔	✔	✔	✔
Remove Notes	✖	✖	✖	✖	✖	✖
Add Notes	✔	✔	✔	✔	✔	✔
Tracking Control on Map	✔	✔	✔	✔	✖	✔
Address Book
Edit Object	✖	✖	✖	✖	✖	✖
Remove Object	✖	✖	✖	✖	✖	✖
Generate Order	✖	✖	✖	✖	✖	✖
Generate Order from Selected Object	✖	✖	✖	✖	✖	✖
Insert Address Into Best Route	✖	✖	✖	✖	✖	✖
Copy Details to Clipboard	✔	✔	✔	✔	✔	✔
Add Address	✖	✖	✖	✖	✖	✖
Upload Addresses	✖	✖	✖	✖	✖	✖
Upload Schedules	✖	✖	✖	✖	✖	✖
Plan Route with Selected	✖	✖	✖	✖	✖	✖
Export Selected	✔	✔	✔	✔	✔	✔
Edit Location Details	✖	✖	✖	✖	✖	✖
View Location Details	✔	✔	✔	✔	✔	✔
Edit Business Details	✖	✖	✖	✖	✖	✖
View Business Details	✔	✔	✔	✔	✔	✔
Edit Time Windows	✖	✖	✖	✖	✖	✖
View Time Windows	✔	✔	✔	✔	✔	✔
Edit Schedule	✖	✖	✖	✖	✖	✖
View Schedule	✔	✔	✔	✔	✔	✔
Edit Custom Data	✖	✖	✖	✖	✖	✖
View Custom Data	✔	✔	✔	✔	✔	✔
Search in Address Book	✔	✔	✔	✔	✔	✖
Address Book Map
File Upload/Import	✖	✖	✖	✖	✖	✖
Single Address Adding	✖	✖	✖	✖	✖	✖
Modify Address	✖	✖	✖	✖	✖	✖
Ad-Hoc Territory Planning/Plan Route by Drawing a Shape	✖	✖	✖	✖	✖	✖
Territories
Create Territory	✖	✖	✖	✖	✖	✖
Erase/Delete Territory	✖	✖	✖	✖	✖	✖
Modify Territory	✖	✖	✖	✖	✖	✖
Avoidance Zones
Create Zones	✖	✖	✖	✖	✖	✖
Erase/Delete Zones	✖	✖	✖	✖	✖	✖
Modify Zones	✖	✖	✖	✖	✖	✖
Geofences
View Geofences on the Routes Map/Route Editor	✔	✔	✔	✔	✔	✔
Configure Geofence Shape	✖	✖	✖	✖	✖	✖
Configure Geofence Size	✖	✖	✖	✖	✖	✖
Activity Feed Settings (Account Owner Only)
Callback URL	✖	✖	✖	✖	✖	✖
Callback Method	✖	✖	✖	✖	✖	✖
Apps
Territory Optimizer	✖	✖	✖	✖	✖	✖
Depot Analyzer	✖	✖	✖	✖	✖	✖
Bulk Uploader	✖	✖	✖	✖	✖	✖
SFTP Auto Upload	TBD	TBD	TBD	TBD	TBD	TBD
User Management
View Users List	✔	✔	✔	✔	✖	✖
View Routes of Other Users	✔	✔	✔	✔	✖	✖
Add/Create Users	✖	✖	✖	✖	✖	✖
Modify Users	✖	✖	✖	✖	✖	✖
Assign Users to Routes	✖	✖	✖	✖	✖	✖
Delete Users	✖	✖	✖	✖	✖	✖
Invite Users	✔	✔	✔	✔	✖	✖
Vehicle Management
View Vehicles List	✔	✔	✔	✔	✖	✖
Add Vehicles	✖	✖	✖	✖	✖	✖
Modify Vehicles	✖	✖	✖	✖	✖	✖
Assign Vehicles to Routes	✖	✖	✖	✖	✖	✖
Delete Vehicles	✖	✖	✖	✖	✖	✖
Route4Me Analytics
Dashboard	✔	✔	✔	✔	✖	✖
Activity Feed	✔	✔	✔	✔	✖	✔
View Costs	✔	✔	✔	✔	✖	✖
Edit Costs	✖	✖	✖	✖	✖	✖
Hybrid Route Editor
View Addresses/Orders Scheduled for the Selected Date	✔	✔	✔	✔	✔	✔
View Settings for Route Optimization	✔	✔	✔	✔	✔	✔
Add/Change Depot/Start	✖	✖	✖	✖	✖	✖
Modify Address Data	✖	✖	✖	✖	✖	✖
Add New Address	✖	✖	✖	✖	✖	✖
Modify Order Data	✖	✖	✖	✖	✖	✖
Modify Settings for Route Optimization	✖	✖	✖	✖	✖	✖
Re-Optimize Function	✖	✖	✖	✖	✖	✖
Orders
Add, Edit, Delete Orders	✖	✖	✖	✖	✖	✖
Change Schedule Date	✖	✖	✖	✖	✖	✖
Insert Order into Best Route	✖	✖	✖	✖	✖	✖
Copy Details to Clipboard	✔	✔	✔	✔	✔	✔
Plan Route with Selected Orders	✖	✖	✖	✖	✖	✖
Insert Order into Route	✖	✖	✖	✖	✖	✖
Insert Order into Optimization	✖	✖	✖	✖	✖	✖
Manage Custom Fields	✖	✖	✖	✖	✖	✖
Customize Columns	✔	✔	✔	✔	✔	✔
Search in Orders	✔	✔	✔	✔	✔	✔

Visit Route4Me's Marketplace to Check out Associated Modules:

Operations
Advanced Team Management Add-On
Learn More
Data
Address Book Management
Learn More
Operations
Audit Logging and Activity Stream
Learn More

Enable Read-Only Mode for Team Member Accounts – Web Platform

Visit Route4Me's Marketplace to Check out Associated Modules:

Advanced Team Management Add-On

Address Book Management

Audit Logging and Activity Stream

Was this article helpful?

Recently Viewed Articles