Getting Started


Introduction

A Brief Introduction to Thriveific's Docs


Thriveific is a cloud-based business management app provider. Thriveific provides the end-user with a customizable web app with features such as time-tracking, team collaboration, project workflows, financial management, document signing, analytics, SMS marketing, client management, custom user capabilities, customer relationship management, and even more.

With Thriveific you can manage your team, clients, projects, financials, and much more all in one easy to use interface. Thriveific has a time tracking system where you can see where your time is going. For managers, you can edit time logs easily, you customize your dashboard, link your custom domain, and add your business's logos.

If you're here to learn more about Thriveific, that's great. However, if you already have Thriveific, we encourage you to just click and look around. Hands-on is the fastest way for you to get up and running with Thriveific. If you're new here, you can start a free trial from our pricing page.

Thriveific uses three key roles; Super Manager, Team Member, and Client. Super Managers can do anything and everything inside the workplace. The Super Managers have control over what the team members can and can't do in the workplace while the clients are served a client portal just for them.

Your Workplace

All Things In One Centralized Workplace.


All your data lives inside if your workplace. Your team will be users of your workplace, this allows them to punch in, create projects, invoices, view data, upload files, etc. If your clients have an account on Thriveific they can be users of your workplace. This would allow them to have access of their client portal.

There is a lot of data and actions that you can do inside your workplace. We strive to create an easy to use interface and group components in a matter that makes sense. We strive to create flow and similarities between components. The same way that you create a lead is the same way you create an invoice. In your settings, you have options to customize your workplace and connect it to our integrations.

What you can do in your workplace is limited to based on the capabilities that you have in that workplace. For example, you can be a client in one workplace and be a workplace manager on another one. When it comes to how you are billed, you are billed monthly per workplace you create. You can create as many workplaces that you would like.

Lastly, it is important to understand that some features may require you to connect your workplace with our integrations. For example, if you wish to accept payments, you will need to connect your workplace to your Stripe account. If you wish to send SMS Broadcasts and take advantage of SMS Triggers you must connect your workplace to Twilio. If you wish to send Email Broadcasts, you must connect your workplace to Mailgun.

Setting Up Your Workplace

Settings > Workplace Options


Here are some first things that you should do when setting up your workplace.

Business Information (This is used to be shown on proposals and invoices)

Socal Links (Social Links are currently used as an option to show in the footer of emails)

Complete Workplace Details (Most importantly, check that your workplace is set to the correct time zone)

Settings > Integrations


Stripe

Commonly you will be using Thriveific to invoice clients. In order to accept payment, you will need to connect your workplace to Stripe.

Twilio

If you wish to send SMS Broadcasts you will need to have a Twilio account. Please note that it is your responsibility to ensure SMS compliance when sending out text messages.

Mailgun

If you wish to send out email broadcasts, you will need to connect your workplace to Mailgun by entering your API keys.

For more information relating to integrations, visit our integrations sections.

Workplace Manager


The workplace manager can be accessed at: https://thriveific.app/workplace-manager

Here is where you can manage your subscription and workplaces, you can update the card on file, change your plan, and cancel your subscription.

If you have multiple workplaces they all will show here and you can easily add more workplaces.

Keyboard Shortcuts


For the admin dashboard only Thriveific offers many useful keyboard shortcuts to help you navigate trough the app. Keep in mind that keyboard shortcuts are only intended for devices with physical keyboards.

Keyboard shortcuts will be posted soon.

Control + D = Dashboard

Control + A = Analytics

Control + G = Punch In

Control + B = Punch Out

User Management


Users

Three Roles, Client, Team Member and Super Manager.


Only users of a workplace will have access to that workplace and specific data based on their user capabilities and role.

There are three main user roles:

Super Manager

Users with this role can do everything in the workplace and have no restrictions on the data that they can view. They can also customize other users' capabilities and approve users to be a part of the workplace. Super Managers are essentially the masters of the workplace. By default when you sign up and create a workplace you are assigned the super manager role.

Team Member

Team member's capabilities can be customized based on their role in business operations.

*at anytime you can change a team member's role to a super manager and vise versa.

Client

The client's role is to displayed a different version of your workplace, the client portal. Client capabilities can be customers on a per client basics.

User Capabilities

Settings > User Option > Default Roles


So we know any user with the role of a super manager can to anything in the workplace.

What's left is the team member and client roles. Now, we have predefined, default, default capabilities. These values are overridden based on your workplace settings.

Here is where you can specify the default capabilities that a client or team member will be assigned when they become a member of your workplace.

These values can be changed at any time. In addition, at any time you can add or revoke capabilities on any user.

Note that only super managers can add or revoke user roles.

You can change a user role from a team member to a super manager at any time and vise versa.

Inviting Users

Settings > User Option > Invite


Of course, you can tell a team member, client to visit https://thriveific.com/create-account and have them join your workplace by entering your workplace's sub-domain on https://thriveific.app/join-workplace.

Or you can invite a user from your workplace setting if you are a super manager in the workplace. When inviting a user they will be sent a message with instructions on how to join your workplace.

Now when a user attempts to join you workplace, you will have the option to add that user as a client, team member or super manager.

You can customize the default client and team members capabilities in the workplace settings. There is no need for the super manager role being that there is no resections on what they can do in the workplace; they can do everything.

Joining a Workplace


In order for you to gain access to a workplace your must:

  • Login to your Thriveific Account
  • Request to join a workplace
  • Once and if approved you will have access to the workplace

Don't have a Thriveific account? Click Here

  • First, create your account by clicking the above link.
  • Based on our security checks you may have to verify your email.
  • Visit the join workplace page and enter in only the subdomain of the workplace you would like to join.

Example

If you are informed to join https://demo.thriveific.app

Only type in demo in the form field.

Workplace Requests

How Users Become a Member of Your Workplace.


Work requests are the entry point for a user to have access to the workplace.

The start of workplace requests starts here:

https://thriveific.app/join-workplace

When a user requests to join a workplace that must enter the subdomain of the workplace that they are attempting to join. The super manager of that workplace will get a notification that a user has attempted to join their workplace.

The Workplace Request can be approved or rejected by logging into your workplace. When approving a workplace request you will have the options to select the user role.

Clients


Clients are stored as internal or external clients. Internal clients are clients who have an account in your workplace this also means they have access to the client portal. External clients will interact with your business relying on links sent via email.

External Clients

Interacting With Clients That Are Not a Member of Your Workplace


You can interact with your clients if they do not have an account on Thriveific. They will just be interacting with your business through email when issuing invoices and proposals. In your dashboard navigate to the external clients tab and you can add, view and manage external clients. When choosing a client, regardless if it's an external or internal client you select the client the same way.

Integrations


Stripe Integration

Settings > Integrations > Stripe


In order to accept payments, you must connect your workplace to your Stripe account. If you don't have a Stripe account you can sign up at https://stripe.com or you can sign up for Stripe during the setup flow.

Click on the connect with the Stripe button and either create an account or log into your current one. After you complete the steps you should see a success message.

Twilio Integration

Settings > Integrations > Twilio


Twilo integration is required for you to send SMS broadcasts from your workplace.

You can sign up for a free trial at https://www.twilio.com/try-twilio

In your Twilio dashboard, you must get a phone number and your API Keys. You will be pasting them in your Twilio Settings.

Mailgun Integration

Settings > Integrations > Maingun


Integration with Mailgun is required for you to send email broadcasts from your workplace. Mailgun is a great way to get started and scale as needed.

In order to user Mailgun you must have your own custom domain name.

Email Settings

Settings > Email Settings


Your workplace sends out emails based on the what email notifications are enabled inside your workplace. By default all email notifications are turned on. You can customize the email message with template variables. In addition your can customize the from name, reply to email address, email footer contents. Now you can even integrate your workplace to send out email from your own Mailgun account. This allows you to white label how emails are sent from your workplace.

Features


Announcements


Announcements allow you to share news, events or anything else that you would like to share with team members of your workplace.

Client Resources


Client Resources allot you to share text or files to internal clients who are a member of your workplace. If you only want a client to not have access or temporary access you can add or remove that capability at any time.

Supported Fields:

  • Title
  • WYSIWYG Editor
  • Files

Client Notes


Client notes are used to display a timeline of events or details that will be revisited at another date. You can take notes for internal and external clients and view the notes in the 360 Client View.

Documents


Documents allow you to create documents and collect signatures of the parties are involved.

To create a document you would past in the details of the document or agreement.

Document Templates


Documents Templates allow you to save a document that can be quickly created from later.

Ideally, you would want to save documents that you frequently need to get signed as a document template.

Expenses


Expenses are a way to keep track of ductions to you may use on your tax return.

Folders


You can create folders and upload files to folders.

Note that workplace storage works as objects, this means if you upload a file with the same name it will rewrite it without warning.

Now keep in mind that you can upload files to other locations other than folders, currently you upload files to projects, announcements, internal resources, client resources.

In your workplace setting, you have an option named "Branding Assets". Please note that these assets are public. Being that your logo will be used in emails it has to be public. These assets are not served on a CDN.

Invoicing


We strive to make invoicing as easy as possible. When adding an invoice you can add as many line items that you would like. Each line item has the option for quantity and amount.

What will I need to invoice with Thriveific?

You will need a Stripe account, an active Thriveific subscription, and a client! That's all!

If you would like to group the invoice to a project select project.

In order to invoice a client, you will first need to create a client. If you would like that client to have an account on your workplace the client would be an internal client. If they are an internal client they can upload files to projects, pay invoices, view payment history and accept proposals in their dashboard.

If you are invoicing a client as an "external" client. They will just click a link in their email for them to pay the invoice.

When creating an invoice when you're ready to notify the client and accept payment just select "notify client" when you save an invoice with this option is checked the client will get an email with a link for them to pay the invoice.

Settings > Feature Options > Invoice Options


When invoicing with Thriveific there are two ways about going about taxes and tax rates.

Option 1: Set your global tax rate.

Option 2: Set invoice specific tax rate. With this option, you can set the tax rate on a per invoice basics.

Invoicing Process


First you will need to have a client as an internal client or an external client. Then you will be able to invoice whoever. In your dashboard click in the invoices tab then in the top right there will be a button for you to add a new invoice. Note* is your role on a team member on a site and if you don't see the button is it because you don't have permission to create invoices.

Internal Resouces


Internal resources are a way you can group internal assets into one place. These Internal Resources can be anything link employee onboarding guides, files, templates or anything that you would like to share across your team. These assets can be easily accessible for anyone in your organization to have easy and quick assets to them.

My Notes


The notes feature allows you to make notes on anything that you would like. Notes are only visible to the author of the note. They are not shared with any other user across the workplace.

If the content that you are writing needs to be accessible to other users, you can either create an announcement of internal resources.

One last thing to note is that notes cannot be accessed through Thriveific's API.

Projects


Looks at projects at the center of data. Other data is connected to your projects. For example, when creating a task, you have the option to select a project. Now, when viewing the project you can see tasks that are linked to the project.

Project are not just connected to tasks, they are the heart of your data.

Invoices, payments, expenses, proposals, can all be connected to a project.

Note, in the time tracker feature. When you punch in and select a task, Thriveific will look for the project that, that task is connected to.

When viewing analytics for a project, time spent on tasks connected to projects will show in the number of hours.

Scratch Boards


Scratch boards are only visible to the user that has created the Scratch Boards. In short, your Scratch Boards are private. Give your Scratch Board any title that you want, you can add as many items that you would like.

Key board Shortcuts

ctrl+n = New Scratch Board

ctrl+s = Save Scratch Board

Tasks


Tasks are intended for a specific short-lived activity. When a task is connected to projects the time spent on a task will show up in the project analytics.

When we mean "time spend", when your punch in, you will have the option to record a task or project. This is how you keep track of everything that you are working on.

Time Tracking


The Punch Clock is the start of Thriveific's Time Tracking system.

When punching in, the user will have the option to select what project or task that is being worked on. This is how Thriveific gets the data for time analytics.

To view your time card click on the Time Card link in the dashboard sidebar.

Other members of the workplace can view other user's time logs is they have the appropriate capability.

Time longs can be edited or deleted by users if they again have the appropriate capability.

Proposals


Our Proposal feature is just used to help you set the proper expectations with your clients.

After you create a proposal in your dashboard. The client will get an email with links to either approve or reject the proposal. This email that the client can receive can be customized in your workplace settings.

Payroll


The payroll feature is currently in beta. The payroll feature is intended for hourly employees are no taxes are taken out. The payroll feature is intended and helpful when hiring independent contractors on an hourly wage.

Simply have the contractor be a team member of your workplace. Have then punch in and our when doing work. Set the users hourly rate on their details section.

When your ready to pay them, click on the payroll link in your sidebar then click issue a paycheck. This will make all unpaid time logs as paid. Times the number of hours by the user's hourly wage and calculated the total amount owed.

The paycheck line items are organized by the task or project that is selected when the users punch in if it was not set.

Payments


Payments are used to keep the financial reporting of revenue that your business has generated. When a client pays an invoice payment is automatically created.

Work Requests


Work Requests can only be submitted by internal clients. Work Requests are first created inside the client dashboard.

When a Work Request is created you will receive an email notifying the necessary team member that a Work Request has been created. Inside your dashboard, you can quickly create a project or task from the Work Request.

Marketing


Email Broadcasts


Email broadcasts allow you to send an on-demand email to an audience.

In order to send email broadcasts, you must integrate your workplace with your Mailgun account.

You can send email broadcasts to the following:

  • Subscribers in a list
  • Team members of your workplace
  • Internal clients who have email turned on in their communication preferences.

To view internal clients that have enabled email in their communication preferences can be displayed in Settings > Client Communication Preferences > Email Subscribed

Unsubscribe Handling

By default, we will include an unsubscribes URL in the footer of all emails that are sent to a list. When a user clicks on the link they will be unsubscribed from this list.

Sms Broadcasts


Sending SMS broadcasts required a Twilio account. Then you must connect your workplace to Twilio by entering your phone number and API keys.

When saving your data we will validate that we can connect to your Twilio account.

Please note when sending SMS Broadcasts it is important to follow anti-spam regulations. You are responsible for obtaining consent from the user when sending Sms broadcasts.

You can send SMS Broadcasts to the following:

  • Any users in a list with a phone number
  • Internal clients that have SMS enabled in their communication preferences

To view internal clients that have enabled SMS in their communication preferences can be displayed in Settings > Client Communication Preferences > SMS Subscribed

When we attempt to send broadcasts if the number is empty or invalid we will skip it. You can view detailed reports in your Twilio account.

To follow anti-spam laws it Twilio supports users to send the message "stop" to opt-out. Twilio then will stop sending messages to that user.

Click here to learn more about custom responses.

Click here to learn about Twilio's default opt-out support

SMS Triggers


In order for SMS triggers to work, you must integrate your workplace to Twilio account. Click Here to view the integration guide.

In order for SMS Triggers to function, you must set up a messaging endpoint for the phone number you are using in your Twilio dashboard.

In your Twilio dashboard.

Open Sidebar > Phone Numbers > Select Number > Messaging

Select the phone number that you have connected to your workplace and change the below URL to your workplace URL.

https://company.thriveific.app/api/thriveific/v1/twilio

SMS Triggers are extremely simple

When you create an SMS trigger you have to specify the keyword or key phrase that you are listening for.

If there is a match we will send the response of the SMS trigger.

You can test it out from your own phone.

Workplace Options


Business Information

Settings > Workplace Options > Business Information


It is important for your business information to be correct as it is displayed on proposals and invoices.

Enabled Features

Settings > Workplace Options > Enabled Features


You can enable and disable many features inside your workplace based on your business’s needs. This allows you to have a clear view of only seeing options in the sidebar that you wish to use. One last thing to note is if you have a feature disabled you will not be able to have access to that feature trough our API.

Data Management

Settings > Data Management


Deletion Tool

This allows you do delete certain data of your workplace.

Client Migration

Say in the event where you are interacting with a client and that client is an external client in your workplace. If the client later has a Thriveific account you can migrate existing data that is connect to the external client to the now internal client.

This would allow them to view the payment history, paid invoice, projects that were previously linked to the external client. In order for this to be possible the client must be an internal client of the workplace to begin the data transfer.

Advanced Workplace Settings


Web App

Settings > Advanced Workplace Options > Web App


You can turn your workplace into what is commonly called a PWA (Progressive web app).

What this means is when you bookmark your workplace by "Add to home screen".  Your workplace will be loaded in an app view.

You can customize the following:

  • application name
  • application short name
  • application description
  • the application icon url
  • splash screen icon url

TIP: You can upload the icon files to branding assets, grab the url by clicking the copy icon and paste into the web app options.

Domain Mapping

Settings > Advanced Workplace Options > Domain Mapping


In order to map your custom domain, you will need to have a free Cloudflare account.

In your domain registrar like Go Daddy, Google Domains update to your nameservers found in your Cloudflare account. Then you A record to point out IP:

In your Cloudflare dashboard set the SSL settings for your domain to be "Full".

If you wish you can use a subdomain. Create an A record with the name of what you want the subdomain to be and then just point it to our IP. Here is an example of what that would look like.

API

Settings > Advanced Workplace Options > API


For API usage please visit our API docs.