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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.

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Walkthrough

1

Open Settings → Users

Click Add User in the top right.
2

Fill out the user form

Enter name, email, and mobile phone. Pick a role (Admin, Dispatcher, Billing, Foreman, etc.). See Roles & Permissions for what each role can do.
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

Choose Email, SMS or None. The user gets a one-time link to set their password and/or a text message with 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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Verify

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

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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.