Set user roles and permissions

Upper Solo has three fixed roles — Admin, Dispatch Manager, and Driver. You set the role when you add a user, and you can change it later. Drivers also have a separate per-permission layer in Driver App Config.

Why this matters

Roles gate what someone can change in the account. Driver App Config goes deeper — controlling exactly which actions a driver can take inside the mobile app, like adding stops or re-optimizing.

Before you start

• Plan requirement — Available on every plan.
• Permissions — Owner or Admin role to set user roles.

How the three roles work

• Admin — Full access to all features and settings.
• Dispatch Manager — Route management, tracking, and reporting only.
• Driver — Mobile app access for completing routes. No dashboard access.

Step-by-step: set the role when adding a user

1. Go to Users > Add User.
2. Select the User Role dropdown.
3. Pick Admin, Dispatch Manager, or Driver.
4. Fill in the remaining required fields and save.

Step-by-step: change an existing user's role

1. Go to "Users".
2. Click the Three-dot Icon next to the user.
3. Select "Edit".
4. Change the role or other details, then save.

Step-by-step: configure Driver App permissions

For drivers, you can toggle specific app capabilities on or off.

1. Go to "Users".
2. Click the Three-dot Icon next to a driver.
3. Select "Driver App Config".
4. Toggle permissions on or off across each category (see table below).
5. Click "Save".

Driver App Config categories

Common scenarios

• A trusted senior driver should be able to add stops mid-route — Open their Driver App Config, enable the relevant Stops permission.
• You want to lock down new drivers during onboarding — Disable Optimization and Route creation in their Driver App Config until they're trained.

Related

• Add and manage team members
• Create dispatch manager accounts
• What Admins can do that Dispatch Managers cannot