As you add your staff to Thryv Business Center you will need to assign them a role to determine what features of Thryv Business Center they can access and use. This article outlines all the staff roles and what permissions they have.
To make changes to your staff roles, navigate to Settings, then click on Roles & Permissions
Pre-Set Staff Roles
The following roles are available by default. User and Admin can not be customized, but Collaborator, Marketer, and Manager can be customized.
Staff Role Permissions
This table displays the default permissions for each role. The roles collaborator, manager, and marketer are customizable. If changes are made to these roles, they will differ from this chart.
How do I edit a role?
To edit a role, click on the role on the table. Keep in mind, any role with a lock icon can not be edited. However, you can click on it to view the permissions set for that role.
To edit the title and description of a role, click on Edit in the top section under Role.
In the pop-up that appears, enter a name and description for the role. Click on Save when finished.
In the bottom section, edit the Permissions for this role. Use the toggles to set a permission on or off. If a row has an arrow icon, click on the row to drop down the full set of permissions for that section. Check the boxes on or off to toggle that permission on or off. Alternatively, use the checkbox at the top to set permission on or off for the entire section. Remember to click Save in the top right when finished.
Create A New Role
To create a new custom staff role, click on Create New Role in the top right corner.
In the pop-up window, enter a name for this role. Then, click on the Permissions based on this role drop-down. A menu will appear with the default pre-set roles. Select one of these to use as a starting point for this role. By default, all of the permissions associated with this pre-set role will apply to the new role. Once finished creating the role, you can further edit the permissions individually to make it different from the pre-set. Finally, enter a description for this role. When finished, click on Create New Role. This role will be added to your list.
Pre-Set Roles
While you may customize some of these roles, they will still form the basis for new roles created.
User
This staff role is great for staff that interacts with clients. It has the least amount of permissions.
- Can view only conversations, appointments, payments, and documents that are assigned to them.
- Conversations can be assigned to users from the inbox by Manager, Admin, or Primary Admin
- Appointments can be assigned to a user or booked from the online booking menu
- Payments can be processed by a user. They can only see the payments that they process.
- Documents can be sent by a user. They can only see the documents that they send.
- Can view package details for clients assigned to them
- Users who do not have Payment access permission would not be able to click on this, as it contains payment related information.
- Cannot access the main account settings, online presence, or marketing.
- Can access and edit their own profile.
- Can access all functions in Social
Staff Member Profile:
An admin role can access more permissions for the user role by navigating to their Staff Settings > Roles & Permissions. They can then define the following permissions for that user.
- Define if the user can see all clients in the Clients tab or only the clients assigned to them.
- Define what managing permissions the user has for information in the client card.
- Define what client information the user can view.
- Define access to Payments.
- Define access to Documents.
Collaborator
This role is great for a staff member that needs to be able to interact with clients and also view and edit actions for other staff members.
- A collaborator does not have access to main account settings, online presence, or marketing.
- A collaborator can access and edit their own profile. They cannot alter any other staff's profile.
- Can access all functions in Social
An admin role can access more permissions for the collaborator role by navigating to their Staff Settings > Roles & Permissions. They can then define the following permissions for that collaborator.
- Define what managing permissions the collaborator has for information in the client card.
- Define if the collaborator can export payment reports.
Collaborator's inbox in Thryv Business Center:
Marketer
This role is great for a staff member that assists with sending promotions or communications to all clients. It is also a good role for the staff members that need access to the business website, listings, and social media pages.
- A marketer can view only conversations, appointments, and documents that are assigned to them.
- Conversations can be assigned to users from the inbox by Manager, Admin, or Primary Admin
- Appointments can be assigned to a user or booked from the online booking menu
- Documents can be sent by a user. They can only see the documents that they send.
- A marketer does not have access to the sales tab, so they cannot send estimates, invoices, or collect payment. The sales tab is hidden from their view.
- A marketer has full access to marketing, reputation, online presence, and social content.
- A marketer does not have access to main account settings.
- A marketer can access and edit their own profile.
Manager
This role is great for a staff member that needs access to all Thryv Business Center's features. They can view all users' actions. They have access to all the main account settings, except they cannot edit the account plan or other staff members' settings.
- A manager has access to view all actions of all staff members.
- A manager has full access to marketing, reputation, online presence, and social content.
- A manager can access and edit their own profile.
- A manager has access to main account settings.
Main Account Settings:
Manager's calendar view in Thryv Business Center:
Admin
This role has the greatest amount of permissions. This is for a staff member that needs access to all of Thryv Business Center's features along with the ability to edit staff settings and the account plan.
- An admin has access to view all actions of all staff members.
- An admin has full access to marketing, reputation, online presence, and social content.
- An admin can access and edit their own profile.
- An admin has access to change the account plan
- An admin does not have access to the *primary admin login information.
- An admin has access to main account settings.
- An admin has access to edit staff accounts
- An admin has access to add or delete staff members
- An admin has access to change the role of a staff member
- An admin has access to resend an activation email to a staff member.
- An admin has access to alter assignment rules
Primary Admin
This role is automatically assigned to the person that sets up the Thryv Business Center account. This should be the business owner or the main Thryv Business Center user.
- The primary admin is the main user on a Thryv Business Center account. (Typically the business owner)
- The account is set up with the primary admin's information.
- The primary admin receives all the business notifications from Thryv Business Center.
- The primary admin has full access to all features in Thryv Business Center.
Need help setting up your Staff's profiles? Click Here for a guide!
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