How do I manage user roles?
Roles assign users pre-set levels of permissions, giving them access to all or part of the system. This article explains how to assign and manage roles
There are several different types of roles available that can be assigned. View the full list of available roles here. Contacts can have multiple roles.
Note: The admin role can only be assigned to users by the organisation account owner. The account owner is the first user who set up your account; there can only be one account owner per organisation.
Once a user becomes an admin they can assign roles to other users.
Assigning a role to an existing contact:
- Search for a contact and click their name
- Click ‘Roles’ in the right sidebar
- Toggle ‘Staff member’ then any other roles you would like to assign
- They can then login to Thrive4 as a staff member
- When logging in for the first time, staff members should use ‘Reset my password’
Roles can also be assigned to a group. Read our help article on groups here.
Managing existing roles
As well as toggling roles within contact records, you can see an overview of all assigned roles from Contact management > Roles. Simply click the key icon on the right to view and edit a staff member’s roles.
Tip: You can also add ‘Roles’ as a column in the Contacts page.