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 Your Users Page

Supported User Types

2 columns · 9 rows

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 & 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.

Permissions Matrix

7 columns · 164 rows

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.

User Permission Settings

2 columns · 6 rows

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: August 13, 2026

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

Was this article helpful?

About Route4Me