Roles & Permissions

Roles give each User the access their work needs and nothing more. Dispatchers work the dispatch board, Drivers see their own dispatches, Billers see Invoices and Settlements — and Rates are visible only to Roles with the view Rates permission.

What it is

A Role is a named bundle of permissions assigned to a User. Each Role decides what the User sees, edits, and acts on across web and mobile. One user can hold several roles at once. Their access is the sum of everything those roles grant. Tread ships with eight operational roles and four specialty roles. The biggest risk a role protects against is rate visibility — a field user sharing customer billing rates is a trust problem you cannot undo, so pick the right role up front.

Roles at a glance

Role	Best for	Access summary
Company Admin	Owners, ops leaders	Everything in the company, including users, rates, and billing
Dispatcher	Dispatch desk	Create and dispatch orders and jobs, manage resources, sees rates
Biller	Billing and back office	Approvals, invoices, settlements, rates; does not dispatch
Manager	Approvers who must not see prices	Approvals, invoices, settlements, order edits; all rate values hidden
Foreman	Field supervision	Their orders and jobs, ticket sign-off, shift approvals; hauler rate only
Driver	Drivers on the mobile app	Their assignments, tickets, timesheets, and their own pay rate
Salesperson	Quoting and project setup	Projects, sites, materials, rates, order requests; no dispatch
Viewer	Read-only stakeholders	View-only access with no rate values and no actions

Permission matrix

“Yes” means the role has the permission by default.

Capability	Company Admin	Dispatcher	Biller	Manager	Foreman	Driver	Salesperson	Viewer
View rate values	Yes	Yes	Yes	No	Yes*	Yes*	Yes	No
Create and edit rates	Yes	No	Yes	No	No	No	Yes	No
Create and edit projects	Yes	Yes	Yes	Yes	No	No	Yes	No
Create and edit sites	Yes	Yes	Yes	Yes	Yes	No	Yes	No
Create orders	Yes	Yes	Yes	No	No	No	Yes	No
Create and edit jobs	Yes	Yes	Yes	No	Yes	No	No	No
Dispatch and assign jobs	Yes	Yes	Yes	No	Yes	No	No	No
Approve jobs, loads, and shifts	Yes	No	Yes	Yes	Yes	No	No	No
Approve driver timesheets	Yes	No	Yes	Yes	Yes	Own	No	No
Create and edit tickets	Yes	Yes	Yes	Yes	Yes	Yes	No	No
Invoices and settlements	Yes	No	Yes	Yes	No	No	No	No
Add and edit users	Yes	Yes	No	Yes	No	No	No	No
Manage equipment	Yes	Yes	Yes	No	No	No	No	No
Manage materials	Yes	Yes	Yes	No	No	No	Yes	No
Accounting and telematics integrations	Yes	No	Yes	Yes	No	No	No	No
Send SMS to drivers	Yes	Yes	Yes	No	Yes	No	No	No
Mobile app login	Yes	Yes	Yes	No	Yes	Yes	No	No

* Foreman and Driver rate visibility is limited. See the next section.

Some companies run with Foreman approvals, job edits, or site creation switched off. If a Foreman is missing a “Yes” from this table, ask your implementation lead whether it’s disabled for your account.

Specialty roles

Stack these on top of another role when needed.

Role	What it grants
Reporting	Access to Omni reports and exports. The only role that grants report access.
IT Admin	Create, edit, and delete users, and view API access clients. Nothing else.
Data Importer	Ingest projects, orders, and tickets through the API. Used for integration service accounts.
Ticket Approver	Approve jobs and loads and edit tickets and loads, from web or mobile. For people who work the ticket queue without a wider role.

Rate visibility

A dedicated view_rate permission controls rate access. Tread enforces it on the server. Users without it get no rate values in any response, and rate fields stay hidden on web and mobile.

Role	Customer rate	Vendor / hauler rate	Driver pay rate
Company Admin	Yes	Yes	Yes (all drivers)
Dispatcher	Yes	Yes	Yes (all drivers)
Biller	Yes	Yes	Yes (all drivers)
Salesperson	Yes	Yes	Yes
Foreman	No	Yes, hauler rate only	No
Driver	No	No	Yes, own rate only
Manager	No	No	No
Viewer	No	No	No
Ticket Approver	No	No	No

Drivers see their own pay rate. Customer rates stay hidden from them. Do not strip the driver rate to be safe; drivers expect to see what they earn.
Foremen see the hauler rate so they can manage trucking in the field. Nothing else.
Dispatcher rate visibility is always on. There is no per-company toggle. If a person must not see rates, use a role without rate access.

Choosing a role

Person	Right role
Owner or operations lead	Company Admin
Dispatch desk	Dispatcher
Billing clerk or bookkeeper	Biller
Project manager who only tracks trucks and progress	Viewer
Approver who signs off on work but must not see prices	Manager
Field supervisor running crews	Foreman
Driver	Driver
Estimator or salesperson	Salesperson
Anyone who needs reports	Their base role plus Reporting
Ticket-queue approver without a wider role	Ticket Approver

Common pitfalls

A rate-restricted person set up as a Dispatcher will see rates. Dispatcher includes rate visibility by design. There is no toggle to remove it. For someone who only watches trucks and locations, use Viewer. If they also approve work, use Manager.

Before go-live, create a test User for each Role. Log in as each one and confirm what shows up.

Connected Ecosystem: how Roles map across Customer, Vendor, and Driver
Rates, Add-Ons & Fuel: how rates work
Onboarding: Users: step-by-step User and Role setup

Getting Started

Vendor guide

Dispatch guide

Core Concepts

Onboarding

Workflow Guides

Specialized Workflows

Integrations

Mobile App

Resources

What it is

Roles at a glance

Permission matrix

Specialty roles

Rate visibility

Choosing a role

Common pitfalls

​What it is

​Roles at a glance

​Permission matrix

​Specialty roles

​Rate visibility

​Choosing a role

​Common pitfalls

​Related

What it is

Roles at a glance

Permission matrix

Specialty roles

Rate visibility

Choosing a role

Common pitfalls

Related