Upper Help
Driver Management

Add a new driver

Add a driver in Upper from Manage → Users. Set name, email, vehicle, start and end addresses, and shift, then the driver gets an email to download the app.

Add drivers to your Upper account from the Users page. You fill in a few details, give the driver the Driver role, and save. The driver then downloads the Upper Route Planner app and starts receiving routes.

A driver has to exist before any route can be dispatched to them, so this is usually the first thing you set up. Having the driver's vehicle, addresses, and shift ready means their app is configured correctly from the first route they run.

Upper uses driver and delivery labels by default, but your workspace can be set to show Technician and Service instead. If your account uses those terms, the page reads "Users/Technicians," the role is "Technician," and the buttons say "Assign Technicians" and so on. The steps are the same.

Before you start

  • Where it lives — In the left sidebar, go to Manage → Users. The page title shows as Users/Drivers (or Users/Technicians).
  • License availability — Adding a driver consumes a user license. The top of the Users page shows your Purchased Licence and Active User Licence counts. If you have used all your licenses, the + Add User button shows an upgrade badge and opens an upgrade prompt instead of the add form.
  • Have the driver's details handy — Name and email are required. You will also set their vehicle, start and end addresses, and shift start time.

Add a driver

Open the Users page

In the left sidebar, go to Manage → Users.

Start a new user

Click + Add User. The Add User panel slides in from the right.

Give the driver the Driver role

In User Role, select Driver. User Role is a multi-select, so you can also add Dispatch Manager or Admin to the same person if they do more than drive.

Fill in the user details

Enter the driver's Name and Email (both required). Add a Phone number if you have one.

Set the vehicle and routing options

  • Vehicle Profile — optionally link a saved profile.
  • Vehicle Type — for example Car or Truck.
  • Max Stops — defaults to No limit.
  • Speed Limitrequired for anyone with the Driver role. Save will not complete until this is filled in.
  • Avoid — Highways, None, or Highways and Tolls (None by default).
  • Navigation Map — the app the driver hands off to for turn-by-turn directions (Google by default; also Apple, Waze, Map's.Me, Yandex, Sygic, or In App Navigation).

Vehicle Height and Vehicle Width and the Vehicle Capacity fields appear only on plans that include those features. If you do not see them, they are not enabled for your workspace.

Set the start and end addresses

Under Start and End Location, enter the Start Address (where the driver begins) and End Address (where they finish) — usually a depot or terminal.

Set the shift schedule

Under Shift Schedule, set the Start time (required) and, optionally, the End time. Leave No Break Required checked, or uncheck it to set a break start and end time.

Save

Click Save. The driver is added to the Users list and receives an email to download the Upper Route Planner app and finish setting up their account.

Set up your global driver app permissions (App Config for all drivers) before you add your first driver. New drivers inherit those defaults, so their app behaves the way you want from day one. See Manage driver app permissions.

Driver limits by plan

Each plan includes a maximum number of driver profiles:

PlanDriver profiles
Starter10
Professional15
Optimize30
EnterpriseUnlimited

When you reach the limit, + Add User shows an upgrade badge and opens an upgrade prompt.

On per-driver paid plans, adding or reactivating a driver may show a prorated-charge confirmation before the driver is added.

Troubleshooting

On this page