Documentation Index
Fetch the complete documentation index at: https://docs.tread.ai/llms.txt
Use this file to discover all available pages before exploring further.
What it is
A Role is a named bundle of permissions assigned to a User. Tread ships with five core roles: Admin, Dispatcher, Foreman, Driver, and Ticket Approver. Each Role decides what the User sees, edits, and acts on across web and mobile.Why it matters
Roles protect the data that should not leak. The biggest is rate visibility — Drivers must never see Customer billing rates. Get that wrong once and trust with the customer is gone.How Tread models it
| Role | Primary surface | Sees |
|---|---|---|
| Admin | Web | Everything in their Company |
| Dispatcher | Web | Orders, drivers, equipment, no payables/receivables by default |
| Foreman | Web + mobile | Their jobs, their drivers, ticket approvals |
| Driver | Mobile | Their assignments, their tickets, no rates |
| Ticket Approver | Web | Approval queues, no settlement controls |
- Permissions — fine-grained toggles inside each Role. Settle Receivables, edit Rates, view Customer info, approve Timesheets.
- Scope — Roles can be scoped to a Department, Site, or Project. A Foreman on Site A does not see Site B.
- Custom Roles — Admins can create new Roles for billing leads, owners, or specialized approvers.
Rate Visibility Matrix
Drivers do see their own pay rate. They do not see customer rates. This is a common misconception — Admins sometimes lock down the Driver Role too tight, then drivers can’t confirm their pay on a load.| Role | Customer rate | Driver-pay rate (own) | Vendor-pay rate | Fuel surcharge schedule |
|---|---|---|---|---|
| Admin | Yes | Yes (all drivers) | Yes | Yes |
| Dispatcher | Optional toggle | Optional toggle | Optional toggle | Yes |
| Foreman | No | No | No | No |
| Driver | Never | Yes — own only | No | No |
| Ticket Approver | Yes | Yes (all drivers) | Yes | Yes |
- Driver-pay rate (own) — the driver sees their own per-load or per-hour rate on each assignment. They never see another driver’s rate or the customer’s billing rate.
- Customer rate — only the Roles that need to bill or quote should see this. Default to no for new custom roles.
- Optional toggle — the permission is off by default; an Admin can enable it per role.
Common pitfalls
Related
- Connected Ecosystem — how Roles map across Customer, Vendor, and Driver
- Rates, Add-Ons & Fuel — what Drivers must not see
- Onboarding: Users — step-by-step User and Role setup