> ## 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.

# Users

> Add the people who will log into Tread.

## What you'll do

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

## 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.

<img src="https://mintcdn.com/treadtechnologiesinc/Zh3bhgPCtciyCWj4/images/onboarding/users-panel.png?fit=max&auto=format&n=Zh3bhgPCtciyCWj4&q=85&s=2c3d9a9ef5c0eec54061c876b9245a3a" alt="Settings → Users panel with the user list, search, Import/Export, and Create User button" width="3024" height="1560" data-path="images/onboarding/users-panel.png" />

## Walkthrough

<Steps>
  <Step title="Open Settings → Users">
    Click **Create User** in the top right.

    <img src="https://mintcdn.com/treadtechnologiesinc/Zh3bhgPCtciyCWj4/images/onboarding/users-add-button.png?fit=max&auto=format&n=Zh3bhgPCtciyCWj4&q=85&s=4505dea7158bf0be81f72c263d264f8c" alt="Create User button next to search and Import/Export" width="1060" height="150" data-path="images/onboarding/users-add-button.png" />
  </Step>

  <Step title="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](/concepts/roles-permissions) for what each role can do.

    <img src="https://mintcdn.com/treadtechnologiesinc/Zh3bhgPCtciyCWj4/images/onboarding/users-form.png?fit=max&auto=format&n=Zh3bhgPCtciyCWj4&q=85&s=67a1706013a140255fdc29a4661ff8dc" alt="Create User form with name, email, phone, invite method, role, and time zone" width="1220" height="1480" data-path="images/onboarding/users-form.png" />
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Repeat in bulk if needed">
    For more than 20 users, ask your Tread implementation lead to run a CSV import.
  </Step>
</Steps>

## 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](/onboarding/master-data/drivers) page.

After you create them, they appear under the **Internal Drivers** tab, where you can assign their default truck.

<img src="https://mintcdn.com/treadtechnologiesinc/uoXSSwESqMBuE38Y/images/onboarding/users-internal-drivers-tab.png?fit=max&auto=format&n=uoXSSwESqMBuE38Y&q=85&s=2637fe6632984950741077693b18549f" alt="Settings → Users with the Internal Drivers tab highlighted and one internal driver row" width="2880" height="1498" data-path="images/onboarding/users-internal-drivers-tab.png" />

<Warning>
  **Don't add employees on the Drivers page.** That page creates a driver with their own account — an [Owner-Operator](/onboarding/master-data/drivers). You can't convert the record yourself; contact support to remove it, then re-create the driver here.
</Warning>

## Verify

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

## Forgot password or lost invite

### Reset a password

Users reset their own password — no admin needed.

<Steps>
  <Step title="Click Forgot password? on the sign-in page">
    <img src="https://mintcdn.com/treadtechnologiesinc/t0GT8khpz6iBeTje/images/onboarding/users-forgot-password.png?fit=max&auto=format&n=t0GT8khpz6iBeTje&q=85&s=b0899b22ff7ea1686a25fb2df3b62a8d" alt="Forgot password? page with an Email field and a Send Reset Email button" width="2880" height="1498" data-path="images/onboarding/users-forgot-password.png" />
  </Step>

  <Step title="Enter the account email and click Send Reset Email">
    Tread emails a link to set a new password.
  </Step>
</Steps>

<Note>
  Password reset applies to email sign-in only. SMS login uses a one-time code, so there is no password to reset.
</Note>

### Resend an invite

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

<Steps>
  <Step title="Open Settings → Users and search for the user">
    Search by name, email, or phone number.
  </Step>

  <Step title="Click the ⋯ menu in the Actions column">
    Choose **Resend Email Invite** or **Resend SMS Invite**.

    <img src="https://mintcdn.com/treadtechnologiesinc/t0GT8khpz6iBeTje/images/onboarding/users-resend-invite.png?fit=max&auto=format&n=t0GT8khpz6iBeTje&q=85&s=df7e59a8e42f7a4c578ec7748cc8adc6" alt="Actions menu on a user row with Resend Email Invite and Resend SMS Invite options" width="2880" height="1498" data-path="images/onboarding/users-resend-invite.png" />
  </Step>
</Steps>

Resend options only show for users who haven't activated their account yet. For an active user, use the password reset steps above.

## Common mistakes

<Warning>
  **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.
</Warning>
