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.
Table of Contents
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.
Team Hierarchy – R4M Team Hierarchy And Supported User Types
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 & Equipment” > “Users” in the Navigation Menu. 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.
Team Hierarchy – User Permissions
Plan and Optimize Routes
yes
yes
yes
yes
yes
yes
Access Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Routes of All Users
yes
no
no
no
no
no
Re-Optimize Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Re-Optimize Routes of All Users
yes
no
no
no
no
no
Re-Schedule Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Re-Schedule Routes of All Users
yes
no
no
no
no
no
Insert Addresses into Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Addresses into Routes of All Users
yes
no
no
no
no
no
Insert Addresses into Best Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Addresses into Best Routes of All Users
yes
no
no
no
no
no
Insert Driver Breaks into Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Driver Breaks into Routes of All Users
yes
no
no
no
no
no
Delete Stops from Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Stops from Routes of All Users
yes
no
no
no
no
no
Edit Route Stops in Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Route Stops in Routes of All Users
yes
no
no
no
no
yes
Refresh Route Directions in Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Refresh Route Directions in Routes of All Users
yes
no
no
no
no
no
Reverse Routes (Reverse Entire Route) Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Reverse Routes (Reverse Entire Route) of All Users
yes
no
no
no
no
no
Reverse Routes (Reverse Stops Only) Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Reverse Routes (Reverse Stops Only) of All Users
yes
no
no
no
no
no
Operation Matrix for Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Operation Matrix for All Users
yes
no
no
no
no
no
Duplicate Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Duplicate Routes of All Users
yes
no
no
no
no
no
Merge Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
yes
Merge Routes of All Users
yes
no
no
no
no
no
Add Notes to Stops on Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Add Notes to Stops on Routes of All Users
yes
yes
no
no
no
no
Open Notes on Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Open Notes on Routes of All Users
yes
no
no
no
no
no
Delete Notes on Routes Created by User & User's Sub-Users
no
no
no
no
no
no
Delete Notes on Routes of All Users
no
no
no
no
no
no
Access Route Manifest on Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Route Manifest on Routes of All Users
yes
no
no
no
no
no
Assign Users to Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Assign Users to Routes of All Users
yes
no
no
no
no
no
Assign Vehicles to Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Assign Vehicles to Routes of All Users
yes
no
no
no
no
no
Track Users on Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Track Users on Routes of All Users
yes
no
no
no
no
no
Track Vehicles on Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Track Vehicles on Routes of All Users
yes
no
no
no
no
no
Export Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Export Routes of All Users
yes
no
no
no
no
no
Approve to Execute Routes (Dispatch Routes) Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Approve to Execute Routes (Dispatch Routes) of All Users
yes
no
no
no
no
no
Rename Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Rename Routes of All Users
yes
no
no
no
no
no
Compare Side by Side Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
yes
Compare Side by Side Routes of All Users
yes
no
no
no
no
no
Share Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Share Routes of All Users
yes
no
no
no
no
no
Print Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Print Routes of All Users
yes
no
no
no
no
no
Delete Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Routes of All Users
yes
no
no
no
no
no
Access Users Created by User & User's Sub-Users
yes
yes
yes
yes
no
yes
Access Users List with All Users
yes
no
no
no
no
no
Create New Users
yes
yes
yes
yes
no
no
Upload New Users
yes
yes
yes
yes
no
no
Invite New Users
yes
yes
yes
yes
no
no
Edit Users Created by User & User's Sub-Users
yes
yes
yes
no
no
no
Edit All Users
yes
no
no
no
no
no
Access Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
yes
Access Routes of All Users
yes
no
no
no
no
no
Assign Users to Routes Created by User & User's Sub-Users
yes
yes
yes
yes
no
no
Assign Users to Routes of All Users
yes
no
no
no
no
no
Delete Users Created by User & User's Sub-Users
yes
no
no
no
no
no
Delete All Users
yes
no
no
no
no
no
Access Vehicles Created By User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Vehicles Of All Users
yes
yes
yes
yes
no
no
Add New Vehicles
yes
yes
yes
yes
no
no
Edit Vehicles Created By User & User's Sub-Users
yes
yes
yes
yes
no
no
Edit Vehicles Of All Users
yes
no
no
yes
no
no
Assign Vehicles To Routes Created By User & User's Sub-Users
yes
yes
yes
yes
no
no
Assign Vehicles To Routes Of All Users
no
no
no
no
no
no
Delete Vehicles Created By User & User's Sub-Users
yes
yes
yes
yes
no
no
Delete Vehicles of All Users
yes
no
no
no
no
no
Access Pending Vehicles Of The User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Pending Vehicles Of All Users
yes
no
no
no
no
no
Activate Pending Vehicles Of The User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Activate Pending Vehicles Of All Users
yes
no
no
no
no
no
Delete Pending Vehicles Of The User & User's Sub-Users
yes
yes
yes
yes
yes
no
Delete Pending Vehicles Of All Users
yes
no
no
no
no
no
Access Deleted Vehicles List Of The User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Deleted Vehicles List Of All Users
yes
no
no
no
no
no
Restore Deleted Vehicles Of The User & User's Sub-Users
yes
yes
yes
yes
no
no
Restore Deleted Vehicles Of All Users
yes
yes
no
no
no
no
Access Orders Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Orders of All Users
yes
no
no
no
no
no
Add New Orders
yes
yes
yes
yes
yes
yes
Edit Orders Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Orders of All Users
yes
no
no
no
no
no
Plan Routes with Orders Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Plan Routes with Orders of All Users
yes
no
no
no
no
no
Insert Orders into Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Orders into Routes of All Users
yes
no
no
no
no
no
Insert Order into Best Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Order into Best Routes of All Users
yes
no
no
no
no
no
Add & Manage Order Custom Fields Created by User & User's Sub-Users
yes
no
no
no
no
no
Add & Manage Order Custom Fields of All Users
yes
no
no
no
no
no
Delete Orders Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Orders of All Users
yes
no
no
no
no
no
Access Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Addresses of All Users
yes
no
no
no
no
no
Add New Addresses
yes
yes
yes
yes
yes
yes
Edit Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Addresses of All Users
yes
no
no
no
no
no
Upload Addresses
yes
yes
yes
yes
yes
yes
Plan Routes with Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Plan Routes with Addresses of All Users
yes
no
no
no
no
yes
Insert Addresses into Best Routes Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Insert Addresses into Best Routes of All Users
yes
no
no
no
no
no
Export Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Export Addresses of All Users
yes
no
no
no
no
yes
Add Custom Data to Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Add Custom Data to Addresses of All Users
yes
no
no
no
no
no
Access Address Custom Data Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Address Custom Data of All Users
yes
no
no
no
no
yes
Generate Orders from Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Generate Orders from Addresses of All Users
yes
no
no
no
no
no
Upload Address Schedules
yes
yes
yes
yes
yes
yes
Delete Addresses Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Addresses of All Users
yes
no
no
no
no
no
Access Address Territories Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Address Territories of All Users
yes
no
no
no
no
no
Create Address Territories
yes
yes
yes
yes
yes
yes
Edit Address Territory Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Address Territory of All Users
yes
no
no
no
no
no
Delete Address Territories Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Address Territories of All Users
yes
no
no
no
no
no
Access Avoidance Zones Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Access Avoidance Zones of All Users
yes
yes
yes
yes
yes
yes
Create New Avoidance Zones
yes
yes
yes
yes
yes
yes
Edit Avoidance Zones Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Avoidance Zones of All Users
yes
yes
yes
yes
yes
yes
Delete Avoidance Zones Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Avoidance Zones of All Users
yes
yes
yes
yes
yes
yes
View Geofences on the Map
yes
yes
yes
yes
yes
yes
Change Geofence Shape
yes
no
no
no
no
no
Change Geofence Size
yes
no
no
no
no
no
Enable or Disable Customer Notifications
yes
no
no
no
no
no
Adjust Customer Notifications Settings
yes
no
no
no
no
no
Customize Order Tracking Page
yes
no
no
no
no
no
Access Notifications History
yes
yes
yes
yes
no
yes
Dashboard Access with Data of the User & User's Sub-Users
yes
yes
yes
no
no
yes
Dashboard Access with Data of All Users
yes
no
no
no
no
no
CO2 Emissions Tracking of Routes Created by User & User's Sub-Users
yes
yes
yes
no
no
yes
CO2 Emissions Tracking of Routes of All Users
yes
no
no
no
no
no
Activity Feed Access with Activities of the User & User's Sub-Users
yes
yes
yes
yes
no
yes
Activity Feed Access with Data of All Users
yes
no
no
no
no
no
Callback URL
no
no
no
no
no
no
Callback Method
no
no
no
no
no
no
Edit Optimizations Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Edit Optimizations of All Users
yes
no
no
no
no
no
Re-Optimize Optimizations Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Re-Optimize Optimizations of All Users
yes
no
no
no
no
no
Delete Optimizations Created by User & User's Sub-Users
yes
yes
yes
yes
yes
yes
Delete Optimizations of All Users
yes
no
no
no
no
no
Real-Time Tracking of All Users
yes
yes
yes
yes
no
no
Real-Time Tracking of User's Sub-Users
yes
yes
yes
yes
no
no
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.
Team Hierarchy – User Permission Settings
Enable or disable "Travel-Only" mode, "Travel and Plan Routes with Orders Mode", and/or "Travel and Plan Routes".
Enable or disable user's ability to change route and destination statuses.
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
- Operations
Audit Logging and Activity Stream
About author: Alex Yasko
