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.
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. 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 Manager | Reports 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 Planner | Reports 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. |
Dispatcher | Reports 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. |
Analyst | Reports 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. |
Driver | Reports 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.
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.
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.
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.
Permissions Setting | Permissions Description | |
---|---|---|
Read-Only | When 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 Date | When enabled, the user can’t see any routes that are scheduled for before the current date. | |
Show Future Routes Scheduled Number of Days in Advance | Add 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 Drivers | When 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 Vehicles | When 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 Book | When 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 List | When 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. |
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Advanced Team Management Add-On
- Operations
Audit Logging and Activity Stream