Need to give someone access to a client company’s Thrive account? Here’s how to add a new user in just a few clicks.
1. Sign into the portal
Start by signing into the Thrive Adviser Portal with your usual sign in details, then choose the company you want to update.
2. Go to the Users section
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From the chosen company's dashboard, click ‘Users’.
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Or head to the top-right menu, select ‘Company’, then choose ‘Users’.
3. Add a new user
In the Users section, click the ‘Add New User’ button. This will open a short form.
4. Fill in their details
Complete the form with the new user’s name and email address. Then click ‘Send User Invitation Email’.
They’ll get an email with a link to sign in and create their account.
That’s it! The new user now has access to the company’s Thrive account.
Need help?
We’re just a message away. Get in touch with Thrive Support if you need a hand.