User Guide
User Guide
Section titled “User Guide”Complete documentation for ThriveSend B2B2G end users
Overview
Section titled “Overview”This user guide provides comprehensive documentation for all ThriveSend B2B2G users, including:
- Service providers managing B2B2G marketing campaigns
- Administrators setting up and configuring the platform
- Team members with various roles (account managers, content creators, compliance officers)
- Government and business clients accessing campaign information
Quick Navigation
Section titled “Quick Navigation”Getting Started
Section titled “Getting Started”- Quick Start Guide - Get started in 10 minutes
Core Features
Section titled “Core Features”- Compliance Tools - POPIA compliance features
User Roles
Section titled “User Roles”ThriveSend B2B2G supports six distinct user roles:
1. Super Admin
Section titled “1. Super Admin”- Full platform access
- Organization management
- Billing and subscription management
- User and permission management
2. Admin
Section titled “2. Admin”- Organization configuration
- Client management
- Team member management
- Compliance oversight
3. Account Manager
Section titled “3. Account Manager”- Client relationship management
- Campaign planning and oversight
- Performance reporting
- Client communication
4. Content Creator
Section titled “4. Content Creator”- Campaign content development
- Asset creation and management
- Content approval workflows
- Template library access
5. Compliance Officer
Section titled “5. Compliance Officer”- POPIA compliance monitoring
- Audit trail review
- Data subject request handling
- Security clearance verification
6. Analyst
Section titled “6. Analyst”- Analytics and reporting
- Performance tracking
- ROI analysis
- Data visualization
Key Features
Section titled “Key Features”Multi-Tenant B2B2G Model
Section titled “Multi-Tenant B2B2G Model”ThriveSend enables service providers to manage both business and government clients from a single platform:
- Business Clients: Fast-paced campaigns with flexible workflows
- Government Clients: Compliance-heavy campaigns with strict approval processes
- Complete Isolation: Each client’s data is completely segregated
POPIA Compliance
Section titled “POPIA Compliance”Built-in South African data protection compliance:
- ✅ Automatic audit logging
- ✅ Consent management
- ✅ SA data residency
- ✅ Data subject rights (access, deletion, portability)
- ✅ Retention policies
- ✅ Breach detection and reporting
Government Security Clearances
Section titled “Government Security Clearances”3-level security clearance system:
- Basic: Public data, municipal campaigns
- Enhanced: Confidential data, provincial campaigns
- Confidential: Secret data, national campaigns
Real-Time Analytics
Section titled “Real-Time Analytics”Live performance dashboards:
- Campaign performance metrics
- Sector breakdown (business vs government)
- ROI tracking and attribution
- Client portfolio analytics
- Predictive insights
Common Workflows
Section titled “Common Workflows”Creating a New Client
Section titled “Creating a New Client”- Navigate to Clients section
- Click Add Client
- Select sector (Business or Government)
- Enter client details
- Assign security clearance (government clients)
- Save and activate
Creating a Campaign
Section titled “Creating a Campaign”- Go to Campaigns section
- Click Create Campaign
- Select client
- Configure campaign details
- Add content and assets
- Set up approval workflow
- Launch campaign
Viewing Analytics
Section titled “Viewing Analytics”- Open Analytics Dashboard
- Select date range
- Filter by client, sector, or campaign
- View performance metrics
- Export reports
Platform Navigation
Section titled “Platform Navigation”Dashboard
Section titled “Dashboard”Your central hub for:
- Overview of active campaigns
- Pending approvals
- Performance highlights
- Recent activity
- Quick actions
Clients
Section titled “Clients”Manage your client portfolio:
- Add/edit clients
- View client profiles
- Track client campaigns
- Monitor compliance status
Campaigns
Section titled “Campaigns”Campaign management:
- Create campaigns
- Manage workflows
- Track approvals
- Monitor performance
Content
Section titled “Content”Content library:
- Upload assets
- Manage templates
- Version control
- Content approval
Team collaboration:
- Invite members
- Assign roles
- Track activity
- Communication
Analytics
Section titled “Analytics”Performance tracking:
- Real-time metrics
- Custom reports
- Data export
- Trend analysis
Settings
Section titled “Settings”Platform configuration:
- Organization profile
- User preferences
- Integration settings
- Notification preferences
Best Practices
Section titled “Best Practices”Client Management
Section titled “Client Management”- Always verify client sector classification
- Assign appropriate security clearances
- Keep client profiles up to date
- Document all client communications
Campaign Creation
Section titled “Campaign Creation”- Use templates for consistency
- Follow approval workflows strictly
- Tag campaigns appropriately
- Monitor compliance requirements
Compliance
Section titled “Compliance”- Review audit logs regularly
- Respond to data subject requests promptly
- Maintain security clearances
- Document all compliance activities
Team Collaboration
Section titled “Team Collaboration”- Assign roles based on responsibilities
- Use clear communication
- Track approvals and changes
- Regular team coordination
Getting Help
Section titled “Getting Help”Support Resources
Section titled “Support Resources”- In-App Help: Click the (?) icon in any section
- Contact Support: thrivesend-support@isutech.co.za
What’s Next?
Section titled “What’s Next?”- New Users: Start with Quick Start Guide
User Guide Version: 0.1.4 | Last Updated: January 26, 2026