Create Accounts for both Customers & Vendors to speed up your workflows, and ensure accurate details.
Customers are those who receive work from you
Vendors are those who you dispatch work to
Note: Admin or Biller role is required to create accounts. Users with Dispatcher role are not able to add accounts.
Users must have been added to the platform as a user or as a driver for an existing account in the platform in order to sign in, access the app or platform. If a driver/user does not get your activation code, please ensure the user/driver has been added to your account, as they would not otherwise be able to login/get their code to access the app/platform.
To create an Account:
Log into the platform on desktop or laptop here: https://app.tread-horizon.com/
Click on Settings→Accounts→Create Account
When creating accounts you will need to provide the following details, please note the * symbol denotes required fields:
Account Info
Account name & Legal Name for the account for billing purposes
Account Type (Customer or Vendor)
External ID (if required)
Address (mandatory)
Account Contact
First & last Name
Email
Phone
Address (mandatory)
Notes (such as Net 30 days for billing, Preferred vendor, etc.)
Company Names
Every company has a Legal Name & DBA Name. Only 1 is name required.
Connections have their own Account Name which is tied only to their company.
If a company name changes, this name change will not propagate to the account name in another company. This allows every company to have their own naming convention for other companies.
Connected Accounts
Connected Accounts are Vendors/Subhaulers or Customers who also use the Tread platform.
Select Connected Account to add Vendors or Customers who also use Tread.
By connecting accounts, you enable features like sending or receiving jobs to and from other users.
Note: If the account is not set to be connected, you will not be able to send dispatches to the Vendor.
Set Permissions for a Customer or Vendor are available for your contacts to enable to collaborate with your company on the platform.
A Vendor can set a specific number of trucks or drivers
A Vendor can automatically accept any job you send to their drivers
The Vendor can how many drivers and who is available for you to hire
To create a connected account:
Select Create Account
Select Account name, and complete the mandatory fields
Select Vendor in Type
Select Hauler or the appropriate type of company
Click on Create
Once the account is created, the vendor leader/owner added as the main contact will receive an invitation to download the app or access the platform on the web. They will now be able to add their own drivers and units to start receiving orders from you.
How-To | Creating Connected Accounts
Once the connected account is created, your vendor has to login and setup their account permissions to be allowed to directly receive dispatches from you, or select the hot dispatched drivers.
To access their user profile and setup to receive dispatches directly from you (This is an action for your vendors added as connected accounts):
Settings→Accounts, click on the pencil icon to ensure the Driver role is selected.
To apply Allow jobs to be received:
Settings→Accounts, click on the pencil icon for the customer account they need to enable direct dispatching/Hot Dispatching.
Select the check boxes for Customer is allowed to send jobs directly to my drivers & Customer is allowed to have access to set number of Trucks. They have to be sure to select their name in the first checkbox.
Creating Owner Operator Accounts
Creation accounts for Owner Operators helps them get setup on Tread with the option to receive dispatches as soon as the account is created, as there is a unit and driver role enabled as the account is created.
To create an Owner Operator account:
Settings→Accounts→Create Account.
Enter account details, and select Connected Account, Vendor & Owner Operator in the Account Configuration.
Click on Create to complete the setup.
Once the account is created, the Owner Operator receives an email or text message if setup with a phone number, to access their account.
Role for the Owner Operator is set as Company Admin and Driver. This will allow the user to receive dispatches and also manage their account and add other users as needed.
(See step by steps at the bottom of this page)
Connecting Accounts Using Tread ID
Connecting accounts with a Tread is makes it easier for existing customers and vendors or customers to collaborate.
Using the Tread ID you can add Vendors or Customers who also use Tread.
Settings→Accounts→Connect
Get the Tread ID from the Vendor by email, text or over the phone and add into the ID field.
Select the account type Vendor to add them as a vendor and send dispatches, or add as a client to deliver material for them.
Once connected, they will be ready to accept or request dispatches.
How-To | Creating Accounts
How-To | Vendor allows Hot Dispatch
How-To | Create an Owner Operator Account
How-To | Connect Vendors Using Tread ID
How-To | Create an Owner Operator Account - Step by step
Navigate to https://app.tread-horizon.com
Click on Settings
Click on Accounts
Click on Create Account
Select the Account Name field to add the Owner Operator's company name or the driver name, if no company name is available
Select an Address for the Owner Operator's account
Select Connection Type , and pick Connected Account
In Account Type, select Vendor. You send jobs to Vendors, you are sent jobs from Customers
This is important! Select Owner Operator as the Company Type. This will automatically create a truck or unit in the Owner Operator account, and set them up as Driver and Admin on their account
Next, enter the Name and Last Name for the Owner Operator
Now you can select an Invite Type. If you have an email address and phone number, select them both. We'll use an email address in this example
You can also add a Note that identifies the vendor & click on Create to finish creating the Owner Operator account
Once the Owner Operator account is created, you will see a notification at the bottom of the page
Click on Vendors to see your newly created Owner Operator account
And this is how you create an Owner Operator account in Tread
Questions?
We are here to help! Contact us anytime at 1 (888) 558 7323 or email us at support@tread.io