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What you’ll do

Add every dispatcher, billing lead, foreman, and admin who needs a Tread login.

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Before you start

  • A list of users with name, email, mobile phone, and role.
  • Each user needs a unique mobile phone number — Tread uses it for SMS login.
  • Decide whether to invite users by email, SMS or both.
  • Optional: an Ext. ID for each user if you want to match Tread back to an HRIS or accounting system.
Settings → Users panel with the user list, search, Import/Export, and Create User button

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Walkthrough

1

Open Settings → Users

Click Create User in the top right.Create User button next to search and Import/Export
2

Fill out the user form

Enter name, email, and mobile phone. Pick one or more roles — Company Admin, Dispatcher, Biller, Foreman, Reporting, Viewer, or Driver. See Roles & Permissions for what each role can do.Create User form with name, email, phone, invite method, role, and time zone
3

Set the Ext. ID (optional)

If you sync to QuickBooks, Sage, Vista, or another system, paste the matching identifier here. It must be unique across all users.
4

Send the invite

In the How should we invite this user? section, check Email invite, SMS invite, or Don’t send an invite. The invite goes out as soon as you click Create — email carries a link to set a password, SMS carries a link to download the mobile app.
5

Repeat in bulk if needed

For more than 20 users, ask your Tread implementation lead to run a CSV import.

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Internal drivers

An internal driver — an employee who drives for your account — is a user with the Driver role. Create them on this page, not on the Drivers page. After you create them, they appear under the Internal Drivers tab, where you can assign their default truck. Settings → Users with the Internal Drivers tab highlighted and one internal driver row
Don’t add employees on the Drivers page. That page creates a driver with their own account — an Owner-Operator. You can’t convert the record yourself; contact support to remove it, then re-create the driver here.

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Verify

Settings → Users shows every person added to your account. Search by phone number returns one match per user.

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Forgot password or lost invite

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Reset a password

Users reset their own password — no admin needed.
1

Click Forgot password? on the sign-in page

Forgot password? page with an Email field and a Send Reset Email button
2

Enter the account email and click Send Reset Email

Tread emails a link to set a new password.
Password reset applies to email sign-in only. SMS login uses a one-time code, so there is no password to reset.

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Resend an invite

If a user never activated their account or lost the invite, resend it.
1

Open Settings → Users and search for the user

Search by name, email, or phone number.
2

Click the ⋯ menu in the Actions column

Choose Resend Email Invite or Resend SMS Invite.Actions menu on a user row with Resend Email Invite and Resend SMS Invite options
Resend options only show for users who haven’t activated their account yet. For an active user, use the password reset steps above.

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Common mistakes

Reusing a phone number across two users. Tread treats phone numbers as unique. A duplicate blocks SMS login for both accounts. If a user needs to leave, deactivate — don’t delete — to keep the number reusable.