Team Hierarchy by User Type and User Account-Level Permissions

With Route4Me, you can create an organized and easily manageable network of managers, route planners, dispatchers, drivers, and other team members. Depending on your specific last-mile optimization needs and unique business model, each user can have default or customized account-level permissions, route visibility, driver and vehicle access, etc. This way, you can efficiently structure your team and assign the right work and routes to the right team members in real time.

On this page, you can learn about Route4Me’s user types, default user account-level permissions, user permissions settings, and more. Additionally, you can learn more about creating new users manually and bulk uploading users. To learn about your current user limit or increase the user limit on your account, please Contact Route4Me Support.

 

Table of Contents

 

Route4Me Team Hierarchy by User Type

Route4Me supports the following default user types: Account Owner, Administrator, Regional Manager, Route Planner, Dispatcher, Analyst, and Driver. Accordingly, you can create a structured team with a custom user hierarchy based on your specific last-mile optimization requirements and unique business model. To do so, assign different user types to your team members according to their roles within your company or organization. For your convenience, you can change the structure or hierarchy of your team by simply dragging and dropping users.

Equally important, each user type has its set of default account-level permissions that allows them to perform specific tasks and activities. Additionally, you can customize the permission settings of your users. Further, you can learn more about changing user types and adjusting user account-level permissions.

Route4Me user types and team hierarchy includes admins, managers, route planners, dispatchers, drivers, and analysts.

User TypeDescription
Account OwnerPrimary 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.
AdministratorReports to the Account Owner or another Administrator. Administrator can create and manage all user types. Administrator has the same global permissions as the Account Owner, without the permissions to view or manage the Primary Route4Me Account’s billing and subscription details.
Regional ManagerReports to the Account Owner or Administrator. Regional Manager can create and manage Route Planners, Dispatchers, Analysts, and Drivers. Regional Manager can view and manage routes, users, Address Book contacts, orders, and other data of the sub-users branched under their account.
Route PlannerReports to the Account Owner, Administrator, or Regional Manager. Route Planner can create and manage Drivers only. Route Planner can view and manage routes, Address Book contacts, orders, and other data of the sub-users branched under their account.
DispatcherReports to the Account Owner, Administrator, or Regional Manager. Dispatcher can create and manage Drivers only. Dispatcher can view and manage routes, Address Book contacts, orders, and other data of the sub-users branched under their account.
AnalystReports to the Account Owner, Administrator, or Regional Manager. Analyst can’t create or manage any users. Analyst can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.
DriverReports to the Account Owner, Administrator, or Regional Manager. Driver can’t create or manage any users. Driver can view and manage only those routes, orders, and other data that is assigned to them and associated with their account.

 

Furthermore, Route4Me’s Android Route Planning App and iPhone Route Planning App enable you to manage your entire team using only your mobile device. Specifically, you can use Route4Me’s mobile apps to create users, edit users, assign users to routes, and more. Additionally, you can learn more about Route4Me’s Android Route Planning App Team Management and iPhone Route Planning App Team Management.

Moreover, Route4Me supports real-time team data synchronization across multiple connected devices. For example, a Manager can add Drivers from the Route4Me Web Platform. After that, a Dispatcher can instantly see the newly added Drivers and dispatch routes to them from a mobile device.

Route4Me's mobile apps support user types for admins, managers, route planners, dispatchers, drivers, and analysts.

 

User Type Settings – Assign and Change User Types

To create a new user with a specific user type, go to “Team” and then “Users” from the navigation menu. Next, click on the “Create Users” button, select the “Add Manually” option, and then assign the preferred user type to the new user. Alternatively, you can import users with predefined user types in a spreadsheet. Additionally, you can learn more about creating new users manually and uploading new users in a spreadsheet.

To change the user type of an existing user, go to “Team” and then “Users” from the navigation menu. Next, click on the three-dot menu icon next to the preferred user and then select “Edit” from the menu. After that, go to the “User Information” tab, select the preferred user type and then save the user’s profile changes. NOTE: Changing the user’s user type may affect their place in your team’s user hierarchy. Additionally, you can learn more about editing user profiles.

Route4Me's user types include drivers, route planners, dispatchers, managers, administrators, and analysts.

 

Default Account-Level Permissions by User Type

Each user type has a specific set of default account-level permissions across the Route4Me Platform. Below, you can find the list of the Default Account-Level Permissions by User Type. Equally important, a user can view and manage routes, addresses, users, vehicles, and other data that is stored on their sub-users’ accounts.

NOTE: You can use the Company Visibility Settings and Read-Only Mode to override the default account-level permissions of your users. Accordingly, you can learn more about using the Company Visibility Settings and Read-Only Mode on this page.

Route4Me's default user account level permissions for drivers, route planners, dispatchers, managers, and other team members.

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
Open and View Routes
Re-Optimize Routes
Re-Schedule Routes
Insert Addresses into Routes
Insert Addresses into Best Routes
Insert Driver Breaks
Delete Stops from Routes
Edit Route Stops
Refresh Route Directions
Operation Matrix
Duplicate Routes
Merge Routes
Add Route Notes
Open Route Notes
Remove Route Notes
View and Adjust Routes Map
Route Manifest
Assign Drivers or Users to Routes
Assign Vehicles to Routes
Track Drivers and Users on Routes
Track Vehicles on Routes
Export Route Data
Approve to Execute Routes
Rename Routes
Compare Routes Side by Side
Share Routes
Print Routes
Delete Routes
Team Management
Open Users List
Create New Users
Upload New Users
Invite Users
Edit Users
View Routes of Users
Assign Users to Routes
Delete Users
Vehicle Management
Open Vehicles List
Add Vehicles
Edit Vehicles
Assign Vehicles to Routes
Delete Vehicles
Orders List and Orders Map
Open and View Orders
Add Orders
Edit Orders
Plan Routes with Orders
Insert Orders into Routes
Insert Order into Best Routes
Manage Order Custom Fields
Delete Orders
Address Book List and Address Book Map
Open and View Addresses
Add Addresses
Edit Addresses
Upload Addresses
Plan Routes with Addresses
Insert Address into Best Routes
Export Addresses
Add Custom Data
View Custom Data
Generate Orders from Addresses
Upload Address Schedules
Delete Addresses
Territories
Open and View Address Territories
Create Address Territories
Edit Address Territory
Delete Address Territories
Avoidance Zones
Open and View Avoidance Zones
Create Avoidance Zones
Edit Avoidance Zones
Delete Avoidance Zones
Geofences
View Geofences on the Route Map
Change Geofencing Settings
SMS and Email Customer Notifications and Alerts
Enable or Disable Customer Notifications
Adjust Customer Notifications Settings
Customize Order Tracking Page
Customer Notifications History
Analytics and Reporting
Routing Dashboard
Activity Feed
CO2 Emissions Tracking
Fuel Costs Settings

 

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

Each user type has a specific set of default account-level user permissions. Additionally, you can adjust the permissions settings of your users based on your specific team management requirements. Below, you can find the list of the user account-level permissions settings. NOTE: Company Visibility Settings and Read-Only Mode override the default account-level permissions of your users. To adjust the permission settings of your users, the Account Owner needs to enable the Advanced Team Management Add-On on the Primary Route4Me Account. Additionally, you can learn more about customizing user account-level permissions settings.

Route4Me team users permissions settings include Read-Only mode, vehicle and driver, address and order, future and past routes visibility.

Permissions SettingPermissions Description
Read-OnlyWhen the Read-Only mode is enabled, the user can see the routes and work assigned to them but can’t edit the routes and work assigned to them.
Route Visibility
Hide Routes Scheduled for Before the Current DateWhen enabled, the user can’t see any routes that are scheduled for before the current date.
Show Future Routes Scheduled Number of Days in AdvanceAdd the preferred number of days for future routes visibility. For example, if you add “5” days, the user will see only those routes that are scheduled to start within 5 days from the current date.
Company Visibility
See All DriversWhen enabled, the user can see and optionally manage all Drivers stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
See All VehiclesWhen enabled, the user can see and optionally manage all Vehicles stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Address BookWhen enabled, the user can see and optionally manage all Address Book addresses stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.
Global Orders ListWhen enabled, the user can see and optionally manage all Orders stored on the Primary Route4Me Account and accounts of all other users branched under the Account Owner.

 

 

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Route4Me has over 35,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.

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