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Add, Edit or Deactivate a User within a Vendor's Account

This guide provides a step-by-step process for adding, editing and removing users from a managed vendor's Tread account.

Written by Richard Leung

Example Scenario

  • You need to add a user to a vendor's Tread account (e.g. a Foreman or company/W2 driver)

  • You need to remove a company/W2 driver from the vendor's account


Add a User

Navigate to Settings, click "Vendors"

Click "Manage"

Click "Users"

Click "Add User"

Enter this person's information

Select this person's role(s)

Important • Only select "Driver" if this person is a company/W2 driver for the vendor.

Send an email of SMS invitation to this user. You'll first need to provide an email address or phone number.

Click "Create"

👏

Congratulations! You've added a user to this vendor's account.


Edit a User

Click the Pencil icon

Edit the user's information and click "Update"

👏

Congratulations! You've edited a user of this vendor's account.


Deactivate a User

Deactivating will remove a user from the vendor's account.

Locate a user and click the ••• icon

Click "Deactivate"

Confirm deactivation

👏

Congratulations! You've deactivated a user from this vendor's account

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