Creating client & user logins

ThriveCart Pro+ user roles provide comprehensive team access control, allowing you to create sub-user accounts with precisely managed user permissions for optimal client dashboard management.

Empower your team and clients with secure, role-based access through ThriveCart Pro+ User Roles. With ThriveCart Client login setup, you can give your clients or team members secure access to the areas of your account they need, without sharing your personal login. 

This powerful feature allows you to create sub-user accounts and manage user permissions with precision, granting specific roles and access levels to collaborators, assistants, or clients. Whether you’re working with a marketing agency, managing a sales team, or supporting multiple brands, setting team access control keeps your operations organized, secure, and efficient.

In the video above we look at creating sub-users for your ThriveCart account. You can use these users to give your clients limited access to your account and products or for assistants to handle things like tweaking/editing funnels or customer management (refunds, etc).

Contact Details: This section collects your user's or client's name, email, and physical address (used for sales tax calculation on client accounts). Users can update this anytime from their profile.

You can edit or update a sub-user and the account permissions or access at any time by simply editing their user profile in your dashboard.

Below is an outline of each area of these ThriveCart Pro+ user role permissions and what they cover. To see more on ThriveCart Client Login Setup, head over to this guide. 

Managing User Permissions

Contact Details

To access your ThriveCart account, your users can navigate to your ThriveCart subdomain URL, followed by /login. For example: myaccount.thrivecart.com/login. Their login link will be included in the email they receive once their account is created.

App Permissions

Coupons

Create edit and delete coupons: This allows users to view, edit and delete account wide coupons. When creating coupons they have the ability to use it for all products or only selected products

View coupons and copy codes: Users will be able to view coupons account wide but only be able to copy the URL or view the coupon codes and not be able to edit or create new coupons.

Learn

Create, edit and delete bundles: The ability to make and adjust bundles so that you can sell multiple courses at once

Create, edit and delete modules, lessons and content: Granting access to create and modify existing courses in your account. You will be able to set specific project access in the final "Course Access" setup tab.

Create and delete courses: This allows users to create new overall courses

Create, edit and delete projects: Your internal course organization. Granting users access to this will enable the ability for them to manage those projects.

Look up individual students and modify access etc.: This allows users to search for students within Learn, view their profiles, grant additional tags, and access to additional courses, as well as pause/disable/unenroll students. They will not see the full student list, but will need to search by name or email address.

Browse through all students: The full student list will be available to your user and they are not forced to search for a specific student to view profiles.

Statistics

Access customer details and perform refunds etc: Gives the user restricted access to customer details. They are required to enter search details in order to locate/view customers. They are not able to view customers without entering details to search. Gives them the ability to manage subscriptions and perform refunds. Only lets them view customers for products that they are granted access to.

Browse through all customers: This gives the user the ability to view customers in the transactions area without needing to enter search details. Again this only shows customers for the products the user is granted access to. Combine this with the above option to give clients full access to all their customers and the ability to manage them based on the products they have been granted access to.

View live statistics and financial data: This gives your user the ability to look at the stats for the products they have been granted access to. They can also run sales tax reports on the products they have been granted access to.

Affiliates

Approve or reject individual affiliate applications: Give your staff users the ability to approve and decline affiliate applications without needing to sign in using the main account credentials.

Add or remove affiliates from transactions: This allows your staff members to add/remove affiliates to applicable orders - providing they also have access to your transactions area (the ability to look up customers or browse through all customers).

Browse through all affiliates: Enabling this option will give your user the ability to view all the affiliates without needing to enter search data to pull up related records.

Manage tier and commission options: This allows your staff to go into specific affiliate profiles, enable 2nd-tier commissions and custom commissions where applicable.

Manage commission payouts and statistics: Give your staff the ability to view all your commissions that are due or upcoming and the ability to pay your affiliates on your behalf.

Users

Manage user accounts: Gives the user the ability to create new users, or edit other users. They cannot edit or delete the account owner (the main account holder). They cannot edit their own privileges either. If a user creates a new account then the account owner will also receive an email notification of this.

Settings

Add/edit account-wide settings: This gives your user the ability to edit account-wide settings, such as integrations, payment providers, and webhooks. This is useful if you have staff members that need access to these. For clients, you will be managing their account so you (or your staff) will be connecting their services for them. If needed, you can temporarily grant them access (e.g., during a call) so they can connect their own services, then revoke access afterward.

Product Access

Delete: Enabling this option gives the user the ability to delete products, upsells or downsells that they have access to.

Edit Settings: Enabling this option gives the user the ability to edit the settings of products, upsells or downsells that they have access to.

Grant Access To: Here we can give the user access to ALL products in your account, or we can assign already created products to them by choosing from the list.

Frequently Asked Questions (FAQs)

1. Q: Can clients access all my products by default?

   • A: No. You must manually grant product access to each client or sub-user. You can assign access to all products or select specific ones in their user profile.

     
     
2. Q: Will sub-users receive a login email?

   • A: Yes. If they don’t already have a ThriveCart login, they’ll receive an email to verify their email address and set up their password, this will include details of where they can login to your account. If they already have an account, they’ll be notified that new access has been granted.

     
     
3. Q: Can sub-users issue refunds or view customer data?
   • A: Only if you enable those permissions. You can allow access to specific customer-related features, including processing refunds, managing subscriptions, or viewing customer lists. 

Related Articles

• Client use with ThriveCart Pro+
• Setting your clients customer hub branding
• What is ThriveCart Pro+?