Team Management & Business Accounts

Manage team access, permissions, and business structure for your Yelp and Thumbtack Auto Responder across your organization.

ℹ️

Free Team Features: All accounts include unlimited team members at no additional cost. Add as many users as needed to collaborate on your yelp chatbot system.

Core Concepts

Business Structure

Root Business - Main company account with billing and admin control
Sub-businesses - Divisions, departments, or locations under main account
Sources - Individual Yelp profiles and Thumbtack accounts assigned to businesses
Team Members - Users with specific permissions and source access

Permission Levels

Admin (Business Owner)

Full access to all sources and business management
Can invite and manage team members
Access to billing and payment settings
Can move sources between businesses
Complete control over yelp business automation settings

Manager (Team Member)

Access to assigned sources only
Can configure messaging and integrations for assigned sources
Full lead management for their sources
Cannot access billing or manage other team members
Cannot move sources between businesses

Team Setup Process

Create Business Structure

Set up your main business account and any sub-businesses needed for organization (departments, locations, service types).

Invite Team Members

Send email invitations to team members with appropriate permission levels (Admin or Manager).

Assign Source Access

Grant team members access to specific Yelp profiles or Thumbtack accounts based on their responsibilities.

Configure Permissions

Set up role-based access to ensure team members can only access relevant sources and features.

Managing Team Members

Adding Users

Navigate to business settings
Click “Invite Team Member”
Enter email address and select permission level
Team member receives invitation email
They create account or sign in to access assigned sources

Permission Management

Admins can:

Manage all team members and permissions
Assign and reassign source access
Control yelp AI assistant configurations
Access billing and business settings

Managers cannot:

Invite or remove team members
Access sources outside their assignment
Modify business-level settings
View financial information

Source Assignment

Assign individual sources to specific team members
Share sources across multiple team members
Grant business-level access for department managers
Modify assignments as your team changes

Business Hierarchy Examples

Multi-Location Business

Main Services Company
├── Location A Sources
├── Location B Sources
└── Location C Sources

Service Division Structure

ABC Services Corporation
├── Plumbing Division
│   ├── Downtown Yelp Profile
│   └── Plumbing Thumbtack
├── HVAC Division
│   ├── HVAC Yelp Profile
│   └── HVAC Thumbtack
└── Electrical Division
    └── Electrical Yelp Profile

Advanced Features

Source Movement

Admins can move sources between businesses within the organization. This is useful for restructuring or growing teams. All source data and conversation history is preserved.

Billing

The parent business handles billing for all sub-businesses. You get consolidated invoicing and can track usage by department.

Team Collaboration

Shared access to lead conversations
Team member identification on messages
Handoff between team members
Consistent yelp auto response behavior across your team

Security & Access Control

Email-Based Authentication

Team members sign in with their email address
Secure invitation system prevents unauthorized access
Permission verification on every login

Role-Based Security

Users only see sources they have permission to access
Business-level isolation prevents cross-business data access
Audit trail for permission changes and source access

Data Protection

Team member changes logged and tracked
Source access history maintained
Secure sharing of customer conversations and lead data

Best Practices

Set up your digital structure to mirror your actual business hierarchy. Assign clear source ownership so there’s no confusion about who manages what, and start team members with minimal permissions — you can always expand later.

Review team access periodically, especially when people join or leave. Keep a record of who has access to what, and make sure new team members know how to get help with their accounts.

When you change someone’s permissions or reassign sources, tell them. It sounds obvious, but a quick message prevents confusion.

Common Use Cases

Growing Agency

Start with a few sources and team members, then scale by adding sub-businesses for different service lines or client segments.

Multi-Location Franchise

Create separate businesses for each location with local managers, while maintaining centralized billing and oversight.

Seasonal Teams

Add temporary team members during busy seasons with Manager access to specific sources, then remove access when no longer needed.

Service Specialization

Organize team by service type (emergency, residential, commercial) with specialized yelp automatic follow-ups for each division.

Getting Started

Set up your business structure - Organize your sources and sub-businesses
Invite team members - Add users with appropriate permissions
Configure source access - Assign sources and set up messaging
Train your team - Ensure everyone understands the lead management system

⚠️

Important: Only Admins can move sources between businesses. Plan your business structure carefully to minimize future reorganization needs.

Questions about team management? Email support@nzleads.com or use in-app chat for guidance.