As you add your staff to Thryv you will need to assign them a role to determine what features of Thryv they can access and use. This article outlines all the staff roles and what permissions they have. 

Staff Roles

Each of your staff members can be assigned to one of the following roles: 

Staff Role Permissions

User

This staff role s great for staff that interacts with clients. It as 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. 
• Cannot access the main account settings, online presence, or marketing.
• Can access and edit their own profile. 

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.

User's dashboard in Thryv:

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 has access to the feature *Team View.
• 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.

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:

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. 

  Collaborator's dashboard in Thryv:

Manager

This role is great for a staff member that needs access to all Thryv'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 access to *Team View.
• 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:

Admin

This role has the greatest amount of permissions. This is for a staff member that needs access to all Thryv'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. 
• A manager has access to *Team View.
• 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 main account settings.
• An admin has access to edit staff accounts
• An admin has access to change the account plan
• An admin does not have access to the *primary admin login information.

Primary Admin

This role is automatically assigned to the person that sets up the Thryv account. This should be the business owner or the main Thryv user.  

• The primary admin is the main user on a Thryv 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. 
• The primary admin has access to *Team View.
• The primary admin has full access to all features in Thryv. 

*Team View

• Team View allows the staff member to change their view in Thryv.
• Collaborators, managers, admins, and primary admins have access to this feature. 
• The staff member can change their view in Thryv to themselves, the team, or an individual staff member. 
  • They can view the actions in the inbox, calendar, sales, and documents of other staff members. 
    • They can impersonate other staff members for these actions as well.