This article covers the Admin Portal tour — where admins tailor Thrive 2.0 to the way your team works. If you don't have admin permissions, you won't see this area, and that's expected.
Questions as you go? Reach out to your CSM, and share ideas through Submit Product Feedback (Home icon → Send us a message).
Tour 5: Admin Portal
User Roles & Permissions, Custom Fields, Customization
A guided tour of the admin portal — where you tailor Thrive 2.0 to the way your team works.
In this video:
Managing custom fields: seeing where each field lives in the app, whether it's visible or hidden, reordering them, and creating new ones with helper text, field types, and visibility settings
Editing tag values and building scorecard templates with criteria
Customizing project stages (research is editable; outreach and interview are fully customizable)
Reorganizing contract terms and branding your report extracts
Setting up system and custom roles with granular permissions