> ## 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.
# Roles & Permissions
> Every Tread role, what it can do, and who can see rates.
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](/concepts/orders-projects), manage resources, sees rates |
| **Biller** | Billing and back office | Approvals, invoices, [settlements](/concepts/settlements-driver-pay), 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](/concepts/tickets-timesheets), timesheets, and their own pay rate |
| **Salesperson** | Quoting and project setup | Projects, sites, materials, [rates](/concepts/rates-add-ons), 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](/concepts/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.
## Related
* [Connected Ecosystem](/concepts/connected-ecosystem): how Roles map across Customer, Vendor, and Driver
* [Rates, Add-Ons & Fuel](/concepts/rates-add-ons): how rates work
* [Onboarding: Users](/onboarding/master-data/users): step-by-step User and Role setup