Ready for your new staff member to get started using Thryv Business Center? Here is a guide for your new staff member to set up their login and get started.
Note: The first section of this guide, "Create Staff Account" is for the Thryv Admin. The remainder of the guide is for the individual staff member to complete. After the Thryv Admin completes the first step, they can send a link to this guide to their staff member.
Don't see your question here? Ask our User Community! To create your post, or answer another user's question, all you have to do is log in with your Thryv credentials
Article Contents:
- Create Staff Account
- Set Up Your Login Information
- Download Mobile App
- Complete Your Profile
- Train your Team
Create Staff Account
For a full guide to adding a Staff profile, Click Here.
Navigate to Settings>Staff
Click on Add Staff
Add a Name, Email Address, and Role for your new staff member. Click Here for a full guide to staff roles.
Also, make sure that Send email invitation with set password instructions is checked. This step is necessary to make sure the new staff member receives an email to set up their password.
Note that this welcome email can not be resent. If the user needs the email again to set their password, the user will need to attempt to log in with the same email in their staff settings, and click on Forgot Password. Completing this process will cause the email to be re-sent.
Set Up Your Login Information
Once you receive your invitation email, click on Accept Invitation to set up your account.
You will be prompted to create a password that will be used to log in to Thryv Business Center.
Take note of the requirements for your password:
- 8 characters minimum
- One lowercase character
- One uppercase character
- One number
After clicking on Set Password, you will automatically be logged in to Thryv Business Center.
Download Mobile App
You are also able to access Thryv Business Center out in the field or on the go with the mobile app. It is available for both the iOS App Store and the Google Play Android Store
On the login screen, log in with the email address for your staff account, and the password you set in the previous step.
If you haven't been able to set up a password yet, you can still log in with a One-Time Code sent to your email address. Note: You must use the same email address that was used to set up your staff account.
For a full guide to using the Thryv Business Center Mobile App, Click Here
Complete Your Profile
For a full guide to completing your staff profile, Click Here
Note: This step can only be completed on the desktop version of Thryv Business Center. It is not accessible on the app.
To edit your profile, click on Settings.
My Profile
In My Profile you can edit basic information about your staff account, including:
- First/Last name
- Email address
- Note: Changing this email address will change the email address you use to log in to Thryv Business Center
- Change Password
- Display Name
- This is the name that will be displayed in Thryv Business Center and shown to clients (on appointment reminders, invoices, etc.)
- Professional Title
- Color
- This is used to color code appointments on the calendar
Note: Please make sure to consult with your Thryv Business Center admin for any company guidelines on how this information should be entered.
My Appointments
Use this screen to toggle which services you offer. Again, make sure you consult with your Thryv admin to ensure this is set up according to company guidelines
My Schedule
Use this screen to set up your Thryv Business Center calendar. Setting your hours here will display your availability to other staff members, and set the hours you are available for online booking, if this is something that your company offers.
For a full guide to setting your schedule, Click Here
You also are able to sync your calendar to an external calendar, (such as Gmail, Yahoo, Outlook, or others).
Click Here for a guide to syncing your Gmail calendar
Click Here for a guide to syncing your Outlook calendar
My Notifications
Use this screen to customize your email signature for messages from Thryv Business Center, as well as toggle mobile SMS notifications for bookings, payments, and contact requests, and toggle notifications for new messages when the mobile app is installed.
Learn More
Now that you (or your staff) are set up to start using Thryv Business Center, they'll need to know which business functions they will be responsible for. To quickly get them up to speed, visit our Learning Modules page, and instruct your staff member to complete one or more courses that are relevant to their role. This way they will know how to accomplish essential functions for their job in the software.
If you would like to sit down and have an onboarding call with one of our specialists, you are able to schedule this. In Thryv Business Center, navigate to Support Center>Contact Us>Schedule an Appointment>Thryv Support Appointment and select an available date/time in the scheduler.
When adding your staff members, they also gain access to our User Community! If they have questions about how to use any of our products, they can get answers from other Thryv users or our Product team. To post, all you have to do is sign in with your Thryv credentials
Comments
1 comment
Thank you we have this fixed!