Team Hierarchy – User Types And Account-Level Permissions

Route4Me helps medium and large businesses build a structured team of managers, planners, dispatchers, drivers, and other roles. Each user can be assigned default or custom permissions for routes, vehicles, visibility, and more based on your last mile operation needs. For instance, a dispatcher can view assigned drivers and send routes in real time, while a driver only sees their own schedule. This guide covers user types, permission settings, and more. NOTE: To check or increase your account’s user limit, contact Route4Me Support.

Route4Me Team Hierarchy And Supported User Types

Route4Me supports the following default user types: Account Owner, Administrator, Regional Manager, Route Planner, Dispatcher, Driver, and Analyst. Use these to build a custom team hierarchy based on your specific last mile optimization needs.

Assign user types according to each team member’s role. Each user type has default permissions that allow them to perform specific tasks, which you can customize as needed. See the table below for more on user types.

Open Users Page

User Type	Description
Account Owner	Primary Account holder with all available permissions. Account Owner can create and manage all user types. All user types are branched under and report to the Account Owner. Account Owner can access and modify all types of data of all users associated with the Primary Route4Me Account. Additionally, Account Owner is the only user who can view and manage the billing and subscription details.
Administrator	Reports to the Account Owner or another Administrator. Administrators can create and manage all user types. Administrators have the same global permissions as the Account Owner, without the permission to view or manage the Primary Route4Me Account’s billing and subscription details.
Regional Manager	Reports to the Account Owner or Administrator. Regional Managers can create and manage Route Planners, Dispatchers, Analysts, and Drivers. Regional Managers can view and manage routes, users, Address Book contacts, orders, and other data of the sub-users branched under them.
Route Planner	Reports to the Account Owner, Administrator, or Regional Manager. Route Planners can create and manage only Drivers. Route Planners can view and manage routes, Address Book contacts, orders, and other data of the sub-users branched under them.
Dispatcher	Reports to the Account Owner, Administrator, or Regional Manager. Dispatchers can create and manage only Drivers. Dispatchers can view and manage routes, Address Book contacts, orders, and other data of the sub-users branched under them.
Analyst	Reports to the Account Owner, Administrator, or Regional Manager. Analysts can’t create or manage any users. Analysts can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.
Sorter	Reports to the Account Owner or Administrator. Sorters can’t create or manage any users. They can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.
Customer Support	Reports to the Account Owner, Administrator, Regional Manager, Route Planner, or Dispatcher. Customer Support can’t create or manage any users. They can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.
Driver	Reports to the Account Owner, Administrator, or Regional Manager. Drivers can’t create or manage any users. They can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.

Route4Me Mobile Apps Team And User Management

Route4Me’s Android Route Planning App and iPhone Route Planning App let you manage your entire team directly from your mobile device. You can create and edit users, assign them to routes, and perform other key tasks from anywhere.

Real-time data sync keeps all connected devices up to date. For example, when one team member adds Drivers, another can immediately see them and assign routes from their own device.

User Type Settings – Assign And Change User Types

To create a new user, go to “Team” in the Navigation Menu and select “Users“. Then, click the “Add Users” button and complete all fields. NOTE: You can also import users with predefined user types via spreadsheet. Learn more about creating new users manually and uploading new users via spreadsheet.

To make edits to an existing user – including their user type – click the Down Arrow button next to a user and select “Edit“. NOTE: Changing the user’s user type may affect their place in your team’s user hierarchy. Learn more about editing user profiles.

User Permissions – Default Account-Level Permissions By User Type

Each user type comes with a pre-defined set of account-level permissions, described below. In addition to these parameters, users can also view and manage routes, addresses, users, vehicles, and other data associated with their sub-users.

NOTE: You can adjust “Travel-Only” mode and “Company Visibility” settings to override default account-level permissions. More information about these settings appears further in this guide.

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
Real-Time GPS Tracking
Real-Time Tracking of All Users
Real-Time Tracking of User’s Sub-Users

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

Each user type has a default set of account-level permissions, which you can customize based on your team management needs. Below is a list of all available user permission settings.

NOTE: Adjusting permissions settings allows you to override default permissions. But, to do this, the Account Owner must enable the Advanced Team Management Add-On on the primary Route4Me account. Learn more about Customizing User Permissions, Company Visibility Settings, and Read-Only Mode.

Permissions Setting	Description
User Permissions	Enable or disable “Travel-Only” mode, “Travel and Plan Routes with Orders Mode“, and/or “Travel and Plan Routes“.
Route and Destination Statuses	Enable or disable user’s ability to change route and destination statuses.
Return To Sender	Enable or disable user’s ability to use the “Return to Sender” scanner.
Proof of Visit Actions	Enable or disable user’s ability to edit or delete Proof of Visit notes.
Route Visibility	Enable or disable user’s ability to view routes scheduled for past dates or future dates.
Company Visibility	Enable or disable user’s ability to access all Drivers, your Global Address Book, or Global Orders List.

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

Last Updated: January 1, 2024June 13, 2025

About author: Alex Yasko

Alex Yasko is the Go-to-Market Product Manager and Information Architecture Manager at Route4Me. With thousands of hours of experience, Alex specializes in breaking down complex last-mile optimization and routing scenarios into simple, actionable instructions, helping last-mile businesses streamline their operations effortlessly.

Team Hierarchy – User Types And Account-Level Permissions

Table of Contents

Route4Me Team Hierarchy And Supported User Types

Route4Me Mobile Apps Team And User Management

User Type Settings – Assign And Change User Types

User Permissions – Default Account-Level Permissions By User Type

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

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

About author: Alex Yasko

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