Thryv includes a built-in payment processor (ThryvPay), which means processing fees may be bundled in with the revenue that gets recorded in your books. We need access to your Thryv account to view the underlying transaction details so we can identify any fees and categorize them separately from your actual revenue, keeping your books accurate.

Since only the account owner can add new users in Thryv, we need you to complete this one-time setup so we can get connected.

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We request the Collaborator role. This gives us the ability to view and edit clients and activity, which is what we need to access transaction records and documents for your bookkeeping. It does not give us access to your account settings, online presence, or marketing campaigns.

Thryv – Granting Bench Access

1. Log into your Thryv account at login.thryv.com
2. Navigate from 'Settings' to 'Staff,' and then click 'Add Staff'
3. Enter the following information:
   • First name: Bench
   • Last name: Accounting
   • Phone number: 650-466-0173
   • Email: thirdpartylogins+business.name@bench.co
     • Leave the 'Send email invitation' toggle ON/set to green
     • Replace "business.name" with your actual business name. If your business name has multiple words, put a dot between each word (e.g. thirdpartylogins+the.coffee.shop@bench.co)
   • Role: Collaborator
   • Will provide following services: Select all
   • Log-in Link: login.thryv.com

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

Once you've completed the setup, you're all set! Bench will receive an email invitation to create their login and access your account. No further action is needed on your end. If we run into any issues accessing your account, your bookkeeper will reach out directly.

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‍Can't find the Add Staff button?
‍Only the primary admin or an existing admin on the account can add new staff members. If you are logged in but don't see the option, please double-check you have the right permissions.

• Add or Remove Staff Members: Link
• Staff Role Permissions: Link
• Advanced Staff Settings in Thryv Business Center: Link
• Staff Account Overview: Link
• Login Troubleshooting: Link

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