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Control driver actions

Use App Config to control which actions drivers can take in Upper's mobile app — create routes, add or edit stops, reverse a route, and more — for your whole team.

Upper lets you decide which actions drivers can take from the mobile app. You set these permissions in App Config, so the level of autonomy you give drivers matches how you want operations to run — from a locked-down plan that everyone follows exactly to a flexible setup where experienced drivers adjust on the fly.

This guide uses Upper's default driver and delivery labels. Your workspace may be set to show Technician and Service instead — for example, the menu may read "Technician App Config" and "Proof of Service." Both label sets control the same features.

Why this matters

The right driver permissions reduce dispatch overhead and prevent mistakes. Give trusted drivers room to add or reorder stops; lock down newer or compliance-heavy fleets so the dispatched plan is the plan. App Config applies your choices to the whole team from one place, so every driver on every route follows the same rules.

Where driver actions are configured

Driver action permissions live in App Config, opened from the Users/Technicians page (under Manage). There are two levels:

  • App Config for all drivers — the global default that applies to your whole team.
  • Per-driver App Config — opened from a driver's row action menu, to override the defaults for one driver. On the Users/Technicians list, a driver's App Config Status shows General when they use the global defaults and Modified when they have their own overrides.

Set your global defaults first, then make per-driver exceptions only where you need them. A driver whose status reads Modified is no longer following the global App Config.

Actions you can control

App Config groups driver permissions into sections. Each permission is an independent on/off toggle.

SectionWhat you can allow
RouteCreate New Route, Delete Route, Duplicate Route, Clear Route
StopsAdd Stop, Edit Stop, Delete Stop, Duplicate Stop
Stop LogsUndo completed/skipped stop, Update completed/skipped stops
Parcel InfoParcel Place in Vehicle, Parcel Count, Parcel Photos
OptimizationChange Stop navigation in priority (Go here), Reverse Route

App Config also includes User Settings, Proof of Service, and Navigation sections. Proof of Service controls what drivers must collect to complete or skip a stop — see Set proof of delivery requirements. Navigation and the default map app are covered in Set navigation preferences for drivers.

How to configure

Open Users/Technicians

In the left sidebar, go to Manage > Users/Technicians.

Open App Config

To set defaults for everyone, open App Config for all drivers. To override one driver, open the action (…) menu on that driver's row and choose their App Config.

Choose a section

Use the left navigation inside the App Config window to move between sections — Route, Stops, Stop Logs, Parcel Info, User Settings, Proof of Service, Optimization, and Navigation.

Toggle the actions you want

Turn each permission on or off. Drivers will only be able to use the actions you leave enabled.

Save

Select Save to apply your changes. To return everything to the defaults, use Restore Settings.

Common scenarios

  • You want drivers to follow the optimized route exactly — Turn off the Route and Stops actions (Create New Route, Delete Route, Add Stop, Edit Stop, and so on) so drivers can't change the plan you dispatched.
  • A driver needs to add same-day stops in the field — Open that driver's App Config and turn on Add Stop so they can adjust without calling dispatch. Their status will change to Modified.
  • You're onboarding a new driver — Start them with limited Route and Stops actions. Loosen the permissions once they've run a few routes cleanly.

Be deliberate about turning off Stop Logs actions. If Undo completed/skipped stop and Update completed/skipped stops are off, drivers can't correct a stop they marked by mistake — they'll need a dispatcher to fix it.

Troubleshooting

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