Users are created to ensure your workers are able to log in and access the Tread platform. Each user can have different roles to ensure access to the platform best suited for their role within your organization.
User Role Permissions:
Company Admin: Can access all information for your company, like account details & ability to add users
Biller: Can access Accounts, Projects, Orders & Jobs, and edit approvals and invoicing
Dispatcher: Access to Projects, create, edit & Dispatch Orders & Jobs & ability add users
Foreman: Access to their orders/jobs, create orders, sign-off tickets
Payroll Driver: Access limited to view their assigned jobs
Reporting: Access to the reporting module
To add a user on Web:
Access Settings→Users→Create User
Note: Admin & Dispatch role is required to add a user
Send Invitation:
If selected, they will receive a text & or email to set a password & log into their account. Select Don't send invite if no notifications are needed. Users will still be able to sign in without having received an invite once the account has been created.
NOTE: If you receive an error trying to add a user, letting you know the name or number is already taken, please contact us at support@tread.io, and we'll be able to help.
To add a user on Mobile:
Navigate to Account, select Manage Users.
Add user details, and select checkbox to send invitations or none if no notifications are needed. Users will still be able to sign in without having received an invite once the account has been created.
Select Role: This will provide levels of access to the platform. As Admin & Driver, the user can create and receive dispatches.
Tap on Done to set the roles.
Tap on Submit to complete adding the user.
Once the user has been created, an invitation email is sent (if applicable) to the user to complete the process by clicking on Log in or by SMS, the invite includes direct links to the app stores to install the app.
The email template includes your company name and the Tread company logo.
In the final step, new users enter a password, sign in on their devices using their cell phone number, email or magic link and gain access to Tread by clicking on Submit.
The Forgot Password feature is available from this screen, as a common method for users to reset their passwords when they can't remember their current password.
You can find users using the Search bar provided.
How-To | Adding Users - Step by step
Click on Settings
Click on Users
Click on Create User
Click on the user fields to add Name, Last Name, Email and Phone for the user account
Click Role to select the role that best fits the responsibilities of the new user
Click on Time Zone and change it to match your company's
Click on Send Email Invitation & Send SMS Invitation or Don't send invite if you also added a phone number or you can also only use one of the options
Click on Create to complete creating the new account
Questions?
We are here to help! Contact us anytime at 1 (888) 558 7323 or email us at support@tread.io