Need to work within one of your staff members' accounts? No problem! When logged in as another staff member, your view of Thryv Business Center will be identical to theirs — you will only see what they can see and operate with the permissions they have.

Note: Only Admins are able to log in as another staff member.

To do so, first navigate to Settings>Staff

Locate the Staff member to log in as, and click the Tri-Dots>Log In As

You will automatically be logged into Thryv Business Center as that staff member. 

While logged in as another staff member, your access will be limited to theirs. You will only be able to see clients assigned to that staff member. However, if their settings allow them to view clients not assigned to them, you will also be able to see all clients. Additionally, only the left-hand navigation items available to that staff member will be visible to you.

While logged in as another user, you can:

• Send messages to customers on their behalf — messages will appear as being sent from that staff member.
• Set follow-up reminders for the staff member you are logged in as.
• Verify access — if you don't see an item while logged in as that staff member, it means they won't see it either.

To return to your account, all you need to do is log out and log in as normal.