User Types and Account-Level Permissions – Team Management

With the Route4Me Route Planner, 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 the following key user types: Account Owner, Administrator, Regional Manager, Dispatcher, Route Planner, Analyst, and Driver. By default, each user type has their own set of predefined account-level permissions for interacting with the system. Moreover, you can further customize the permissions of each user by adjusting their Company Visibility settings or enabling the Read Only mode. To learn more about creating and managing team members using Route4Me’s iPhone Route Planner, visit this page. To learn more about creating and managing team members using Route4Me’s Android Route Planner, visit this page.

Route4Me Supports the Following Key User Types:

User Type/Role	Role Description/Role Permissions
Account Owner	The Account Owner is the user that has created the primary Route4Me account. All other user types are branched under the Account Owner. The Account Owner has all permissions on the primary Route4Me account and can see and modify all sub-users, vehicles, Global Address Book, Global Orders List, and any other data associated with the primary Route4Me account. The Account Owner can also change the settings of the primary Route4Me account, account’s billing information, change or update the subscription plan, and more.
Administrator (Admin)	The Administrator user type has the same set of permissions as the Account Owner, with several exceptions. Administrators do not have the permission to view or change the settings and billing information of the primary Route4Me account or modify the current subscription plan (can only view the current subscription plan). Administrators can see and modify the settings and permissions of all users associated with the primary Route4Me account except for the Account Owner’s. NOTE: The Administrator’s default account-level permissions override the Company Visibility settings.
Regional Manager	The Regional Manager user type can create and manage Dispatchers, Route Planners, Analysts, and Drivers. A Regional Manager has the permission to view and edit all routes, Address Book contacts, orders, and other data associated with the users that are branched under this Regional Manager’s account.
Dispatcher	The Dispatcher user type can create and manage only Drivers. A Dispatcher has the permission to view and edit all routes, Address Book contacts, orders, and other data associated with the users branched under this Dispatcher’s account.
Route Planner	The Route Planner user type can create and manage only Drivers. A Route Planner has the permission to view and edit all routes, Address Book contacts, orders, and other data associated with the users branched under this Route Planner’s account.
Analyst	The Analyst user type does not have the permission to create new sub-users. An Analyst can only view and edit routes, contacts, orders and other data associated with this Analyst’s account.
Driver	The Driver user type does not have the permission to create new sub-users. A Driver can only view and edit routes, contacts, orders and other data associated with this Driver’s account.

NOTE: You can interpret each user type in your own way based on your particular business needs or unique business model. You can assign different user types (except for the Account Owner) to different employees according to their role within your company or choose the one that is the closest in terms of duties and responsibilities.

Default Permissions by User Type (Read-Only Disabled)

By default, each user type has a predefined set of account-level permissions across the platform. The table below provides the list of default permissions for each user type (except for the Account Owner with global permissions). NOTE: The Company Visibility settings can override default account-level permissions (learn more). Route4Me also supports the Read Only mode that can override default account-level permissions and restrict different user types from performing certain activities on the platform (learn more).

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 Routes 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 Route 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	✔	✔	✔	✔	✔	✔
Add Single Address	✔	✔	✔	✔	✔	✔
Modify Address	✔	✔	✔	✔	✔	✔
Ad-Hoc Territory Planning/Plan Route by Drawing a Shape	✔	✔	✔	✔	✔	✖
Address Territories
Create Territory	✔	✔	✔	✔	✖	✔
Erase/Delete Territory	✔	✔	✔	✔	✖	✔
Modify Territory	✔	✔	✔	✔	✖	✔
Avoidance Zones
Create Avoidance Zones	✔	✔	✔	✔	✖	✖
Erase/Delete Avoidance Zones	✔	✔	✔	✔	✖	✖
Modify Avoidance 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	✖	✖	✖	✖	✖	✖
Customer Notifications & Alerts
Notifications & Alerts View and Management	✔	✖	✖	✖	✖	✖
Notifications & Alerts History	✔	✖	✖	✖	✖	✖
Apps
Territory Optimizer	✔	✖	✖	✖	✖	✖
Depot Analyzer	✔	✖	✖	✖	✖	✖
Bulk Uploader	✔	✖	✖	✖	✖	✖
SFTP Auto Upload	TBD	TBD	TBD	TBD	TBD	TBD
User and Team Management
NOTE: The Company Visibility settings for the Global Users List can override default settings for viewing and managing Drivers.
View Users List	✔	✔	✔	✔	✖	✖
View Routes of Other Users	✔	✔	✔	✔	✖	✖
Add/Create Users	✔	✔	✔	✔	✖	✖
Modify Users	✔	✔	✔	✖	✖	✖
Assign Users to Routes	✔	✔	✔	✔	✖	✖
Delete Users	✔	✔	✔	✖	✖	✖
Invite Users	✔	✔	✔	✔	✖	✖
Vehicle Management
NOTE: Exceptions can occur depending on the defined Company Visibility settings for the Global Vehicles List.
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	✔	✔	✔	✔	✖	✖
eCommerce Orders (Orders List and Orders Map)
Add, Edit, Delete	✔	✔	✔	✔	✔	✔
Change Schedule Date	✔	✔	✔	✔	✔	✖
Insert Order into Best Route	✔	✔	✔	✔	✔	✖
Copy Order 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

User Types and Account-Level Permissions – Team Management

Route4Me Supports the Following Key User Types:

Default Permissions by User Type (Read-Only Disabled)

Visit Route4Me's Marketplace to Check out Associated Modules:

Advanced Team Management Add-On

Address Book Management

Audit Logging and Activity Stream

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