Invite and manage users
Add users to Upper Route Planner, assign roles, and manage them from Manage > Users — reset passwords, deactivate licenses, and log a user out of all devices.
Everyone on your team — dispatchers and drivers alike — is added as a user under Manage > Users. From this page you add people, assign their roles, and manage them over time: reset a password, deactivate a license, or sign someone out everywhere.
Depending on how your workspace is set up, this page may be titled Users/Drivers or Users/Technicians. It's the same page either way.
The Users page
Open it from the left sidebar: Manage > Users. The page lists everyone on your account.
Each row shows:
| Column | What it tells you |
|---|---|
| Full Name | The person's name |
| Their sign-in email | |
| Phone | Their contact number |
| License Status | Active or Inactive |
| Role | One or more of Admin, Dispatch Manager, Driver |
| App Config Status | General (using the shared driver-app config) or Modified (a custom config for this person) |
| Service Area | The coverage zones assigned to them, with an Assign Area link |
| Action | The row's … menu (see below) |
The top of the page shows your license counts — Purchased Licence and Active User Licence — and the + Add User button.
Add a user
Open the add panel
On the Users page, click + Add User. A panel slides in from the right.
Choose the role
In User Role, select one or more roles — Driver, Dispatch Manager, or Admin. See User roles explained.
Enter their details
Fill in Name, Email, and Phone.
Set driver details (for drivers)
If the person is a driver, set their routing details — such as Vehicle Profile or Vehicle Type, Navigation Map, Avoid preferences, Start Address and End Address, and their Shift Schedule (start time, end time, and breaks). These give Upper what it needs to route and dispatch to them.
Save
Save the panel. The new user appears in the list.
Each active user takes up one license. If your account has reached its purchased license count, + Add User prompts you to upgrade instead of opening the add panel. If you need more seats, contact support@upperinc.com.
Manage an existing user
Open the … (Action) menu on any user's row:
| Action | What it does |
|---|---|
| Edit User | Reopen the panel to change roles, contact details, or driver settings |
| Reset User Password | Send the user a password reset |
| Technician App Config | Set a custom driver-app config just for this person |
| Inactive User | Deactivate the license (the person can no longer sign in) |
| Logout From All Devices | Sign the user out everywhere |
| Delete User | Remove the user from the account |
Deactivate vs. delete
- Inactive User keeps the person's record but turns off their sign-in and frees their license — useful for seasonal staff or someone who has left temporarily.
- Delete User removes them entirely. Use deactivate if you may need them back.
Assign coverage zones
If your account uses service areas, click Assign Area on a driver's row to choose which zones they cover. See Use service areas for driver assignment.
Troubleshooting
Related
User roles explained
Understand Upper Route Planner user roles — Admin, Dispatch Manager, and Driver — and the account owner, so you give each person the right level of access.
Configure user settings
Set Upper Route Planner's account defaults in User Settings — units, Optimize For, workload distribution, the default navigation map, vehicle type, and driving preferences.