Route4Me Team Hierarchy by User Type

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.

Route4Me Team Hierarchy by User Type

 

Default Structure of Route4Me’s User Hierarchy 

User TypeRole Description
Account Owner The Account Owner is the primary user type that has all permissions on the primary Route4Me account. All user types report to the Account Owner and the Account Owner can create and manage all user types.
Administrator Administrators can report to the Account Owner or other Administrators. The Account Owner can have multiple Administrators. Administrators can create new Administrators and all other user types (except for the Account Owner).
Regional ManagerRegional Managers can report to the Account Owner and/or to Administrators. Regional Managers can create Route Planners, Dispatchers, Analysts, and Drivers.
Route Planner Route Planners can report to the Account Owner, Administrators, and Regional Managers. Route Planners can create only Drivers.
Dispatcher Dispatchers can report to the Account Owner, Administrators, and Regional Managers. Dispatchers can create only Drivers.
AnalystAnalysts can report to the Account Owner, Administrators, and Regional Managers and cannot have any sub-users.
DriverDrivers can report to the Account Owner, Administrators, Regional Managers, Dispatchers, and Route Planners and cannot have any sub-users.

To learn more about the default account-level permissions of each user type, visit this page.

 

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

Route4Me Team Hierarchy by User Type

 

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. One Admin can have multiple Admins.

Route4Me Team Hierarchy by User Type

 

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. Regional Managers can report to the Account Owner and Administrators.

Route4Me Team Hierarchy by User Type

 

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. 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.

Route4Me Team Hierarchy by User Type

 

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. 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.

Route4Me Team Hierarchy by User Type

 

Route4Me provides near real-time data synchronization across all associated computer and mobile devices so that the hierarchy of users that is built using the Route4Me Web Platform can be synchronized with your Route4Me account and then managed from Route4Me’s iOS and Android mobile apps or vice versa. 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 Team Hierarchy by User Type

 

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