This article covers how to view and edit owner and officer profiles in ThryvPay®, including how to add a new owner profile, edit an existing profile, and understand the identity verification requirement. This article does not cover adding staff members or managing staff access to ThryvPay. For help adding staff members, see how to add and manage staff members in Thryv Business Center.

Why Keeping Owner Information Accurate in ThryvPay Matters

Maintaining accurate owner and officer information in ThryvPay is required by banking regulations. For businesses with multiple owners, each owner must have a complete and verified profile in ThryvPay, including the correct ownership percentage. When ownership changes occur — such as adding a new owner or updating an existing owner's details — ThryvPay must verify the identity of the owner before changes can be saved. Keeping owner profiles current ensures your ThryvPay account remains compliant and avoids disruptions to payment processing.

How to View Owner and Officer Profiles in ThryvPay

To view your owner and officer profiles, select Settings in the left-hand navigation of your ThryvPay account. Then select Business Information.

The screenshot above shows the Settings navigation in ThryvPay with Business Information selected. The Business Information screen contains account details including the Owner/Officer Details section where owner profiles are managed.

The screenshot above shows the Business Information screen in ThryvPay. Scroll down on the Business Information screen to locate the Owner/Officer Details section. Select the dropdown arrow on any profile to expand the contact details for that owner. The Owner/Officer Details section displays all owner and officer profiles currently associated with the ThryvPay account.

How to Add or Edit an Owner and Officer Profile in ThryvPay

In the Owner/Officer Details section of the Business Information screen, use the following options to manage owner profiles:

• To add a new owner or officer, select Add New.

• To edit an existing owner or officer profile, select Edit on the profile you want to update.

The screenshot above shows the Owner/Officer Details section on the Business Information screen in ThryvPay. The section displays a list of existing owner and officer profiles. Each profile has a dropdown arrow to expand the contact details, and an Edit button to make changes to that profile. The Add New button appears at the bottom of the section for adding a new owner or officer profile.

Identity Verification When Adding or Editing an Owner Profile

When adding a new owner profile or editing an existing profile, ThryvPay is required to verify the identity of the owner before saving the changes. If identity verification is unsuccessful, contact ThryvPay Support to complete the changes. Once identity is verified, all profile fields become available to complete or update. All fields in the owner profile are required, including the ownership percentage. Each ThryvPay account must have at least one profile marked as Primary — the Primary profile serves as the main contact for ThryvPay communications and account management.

The screenshot above shows the owner profile form in ThryvPay. The form displays all required fields for an owner or officer profile, including name, contact information, and ownership percentage. A Primary checkbox appears on the form to designate the profile as the main contact for the ThryvPay account. All fields must be completed before the profile can be saved. The form does not include an option to grant software access to Thryv products — software access is managed separately through staff member settings.

Frequently Asked Questions

What does this article cover?

This article covers how to view and edit owner and officer profiles in ThryvPay, including how to add a new owner profile, edit an existing profile, and understand the identity verification requirement. This article does not cover adding staff members or managing staff access to ThryvPay. For help adding staff members, see how to add and manage staff members in Thryv Business Center.

Does adding a ThryvPay owner profile use a staff seat in Thryv Business Center?

No. Adding an owner or officer profile in ThryvPay does not consume a staff seat in Thryv Business Center or any other Thryv product. All business owners can be added to ThryvPay without affecting staff seat availability.

Does adding a ThryvPay owner profile give that person access to ThryvPay or other Thryv products?

No. Adding an owner or officer profile in ThryvPay does not grant that person access to ThryvPay or any other Thryv product. To give an owner access to Thryv products, the owner must also be added as a staff member separately. An owner profile and a staff member profile serve different purposes and are managed independently.

Is it required to maintain accurate ownership information in ThryvPay?

Yes. Maintaining accurate owner and officer information in ThryvPay is required by banking regulations. All owner profiles must reflect current and accurate ownership details, including the correct ownership percentage for each profile. Inaccurate ownership information may affect your ThryvPay account standing.

What is the Primary profile in ThryvPay owner settings?

The Primary profile is the owner or officer profile designated as the main contact for the ThryvPay account. Every ThryvPay account must have exactly one profile marked as Primary at all times. The Primary profile receives ThryvPay communications and is used as the main point of contact for account management purposes.