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Add a user to a vendor’s account when someone there needs to sign in to Tread. Deactivate a user when they leave.

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Add a user

1

Open Settings → Vendors

The Vendors page under Settings
2

Click MANAGE

The MANAGE button on a vendor row
3

Open the Users tab

The Users tab on a vendor's management page
4

Click Add User

The Add User button on the vendor's Users tab
5

Enter the person's information

The new user form
6

Select the person's role

Selecting roles for the new user
Only pick Driver if this person is a company (W2) driver for the vendor. See Roles & Permissions.
7

Send the invitation

Add an email address or phone number first, then send the invite by email or SMS.
Sending an email or SMS invitation to the new user
8

Click Create

The Create button on the new user form

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Edit a user

1

Click the pencil icon

The pencil icon on a user row
2

Update the details and click Update

Editing a vendor user's information

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Deactivate a user

Deactivating removes the user from the vendor’s account.
1

Find the user and click the ••• icon

The three-dot actions menu on a user row
2

Click Deactivate

The Deactivate action in the user row menu
3

Confirm the deactivation

Confirming deactivation of the user