Add and manage drivers

In the administration area, you can add drivers and update their working hours, breaks, and contact details. This article explains how to view, add, edit, and remove drivers.

Who can use this feature
	All plans
	Users that have administrator privileges
	All regions

Video tutorial

What is a driver?

In OptimoRoute, a "driver" is a person who can be assigned to routes and orders. Their profile stores planning details such as working hours, breaks, skills, start and end locations, default vehicle, and route limits. 

Adding and planning with drivers can impact your billing subscription.

Adding and managing drivers

The main area to manage your drivers is from the driver directory. This is where you can see an overview of your drivers and also edit their settings. 

Accessing the driver directory

To access the driver directory, go to Administration→Drivers.

Changing column views

The columns are sortable and can be expanded to show more information by clicking on any column title, then clicking the exposed arrow.

Adding drivers

There are three ways to add drivers: from the directory, in bulk, and by import.

From the directory

To add drivers from the directory:

1. Click “Add Driver” at the top of the table
2. Fill in the required driver “Name”
3. Fill in any other information you want
4. Click “Save”

Adding drivers in bulk

You can add drivers in bulk by copying and pasting a list of driver names into OptimoRoute.

To add drivers in bulk:

1. Click “Import drivers” at the top of the table
2. Copy and paste a list of driver names into the space provided
3. Click “Import”

Importing drivers

Another way to add drivers in bulk is to import them.

To add drivers by import:

1. Click “Import drivers” at the top of the table
2. Upload a spreadsheet with driver name and other information
3. Click “Import” 

Download this driver import excel as a template. The only required field is the driver name. 

Editing drivers

Editing drivers allows you to enrich their profiles. You can edit drivers individually or in bulk.

Edit individual driver

To edit a single driver:

1. Double click on the driver you want to edit
2. Modify the information
3. Click “Save”

Some of these fields impact planning. Learn more about the what the driver detail fields mean and how they are used in OptimoRoute.

Edit multiple drivers

To edit drivers in bulk:

1. Select the drivers you want to edit
2. Click "Edit drivers"
3. Modify the information
4. Click “Save”

Any edits made in bulk will overwrite any existing information for these drivers

Any edits made in bulk will overwrite any existing information for these drivers.

Exporting drivers

You can export a list of your drivers from this area as well. 

To export drivers:

1. Click “Export drivers” at the top of the table
2. Choose the data columns you want to export
3. Click "Export"

This will generate an Excel file with the requested data that should download automatically. 

Deleting and disabling drivers

Deleting drivers will permanently remove them and their historical data from your account. If you want to maintain the driver history, but no longer use the driver, disable them instead. 

To delete drivers:

1. Select the driver or drivers you want to delete
2. Click “Delete drivers” at the top of the table
3. Confirm the deletion by clicking “Delete”

This action is permanent and cannot be undone.

Alternatively you can disable the driver by toggling off the switch next to their name. This will remove them from planning, but maintain their historical data.

Deleting drivers will also delete all associated data with that driver. To not lose any history, disable the driver instead.