> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Guides by Role

> Role-specific starting points for everyone on your service desk — the Thread features, Super Magic skills, and rituals built for each job in your MSP.

export const ByRoleProgress = () => {
  useEffect(() => {
    const KEY = "thread-onboarding-completed";
    const TEAL = "#00B398";
    const BASE = "/start-here/roles/";
    const DONE_ICON = '<svg class="thread-rc-doneicon size-4" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="#00B398" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" aria-hidden="true">' + '<path d="M22 11.08V12a10 10 0 1 1-5.93-9.14"/>' + '<polyline points="22 4 12 14.01 9 11.01"/></svg>';
    const COURSES = [{
      slug: "technician",
      steps: ["why-thread", "get-around-inbox", "day-one-setup", "daily-workflows", "ai-toolkit", "notifications-and-customers"]
    }, {
      slug: "dispatcher",
      steps: ["why-dispatch-in-thread", "read-the-board", "assign-and-schedule", "ai-for-dispatch"]
    }, {
      slug: "service-ops-manager",
      steps: ["set-up-the-desk", "sla-and-dispatch", "analytics-and-qa", "roll-out-and-adopt"]
    }, {
      slug: "csm-account-manager",
      steps: ["client-intelligence-and-health", "qbrs-and-reporting", "retention-and-expansion"]
    }, {
      slug: "security-compliance-owner",
      steps: ["security-work-in-thread", "data-and-compliance", "security-runbooks"]
    }, {
      slug: "sales-business-development",
      steps: ["the-ai-service-pitch", "quote-and-handoff"]
    }, {
      slug: "msp-owner-leadership",
      steps: ["the-rollout", "outcomes-and-analytics", "scale-ai-service"]
    }, {
      slug: "automation-engineer",
      steps: ["flows-and-intents", "thread-mcp-and-api", "build-with-super-magic"]
    }];
    const COURSE_SLUGS = new Set(COURSES.map(c => c.slug));
    const readLocal = () => {
      try {
        return JSON.parse(localStorage.getItem(KEY) || "[]");
      } catch (e) {
        return [];
      }
    };
    const isDone = (done, id) => done.includes(id);
    const decorate = () => {
      const done = readLocal();
      const scope = document.getElementById("sidebar-content") || document;
      const links = [...scope.querySelectorAll('a[href*="' + BASE + '"]')].filter(a => !a.closest("main"));
      links.forEach(a => {
        const m = (a.getAttribute("href") || "").match(/\/start-here\/roles\/([^/?#]+)\/([^/?#]+)/);
        if (!m) return;
        if (!COURSE_SLUGS.has(m[1])) return;
        const id = m[1] + "/" + m[2];
        const d = isDone(done, id);
        const has = a.querySelector(".thread-rc-check");
        if (d && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-check";
          s.textContent = "✓ ";
          s.style.color = TEAL;
          s.style.fontWeight = "700";
          a.insertBefore(s, a.firstChild);
        } else if (!d && has) {
          has.remove();
        }
      });
      COURSES.forEach(course => {
        const li = scope.querySelector('li[id="' + BASE + course.slug + '"]');
        if (!li) return;
        const row = li.querySelector(":scope > button") || li.querySelector(":scope > a") || li.firstElementChild;
        if (!row) return;
        const nameSpan = [...row.querySelectorAll("span")].find(s => s.textContent.trim() && !s.classList.contains("thread-rc-coursecheck"));
        if (!nameSpan) return;
        const allDone = course.steps.length > 0 && course.steps.every(s => isDone(done, course.slug + "/" + s));
        const has = nameSpan.querySelector(".thread-rc-coursecheck");
        if (allDone && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-coursecheck";
          s.setAttribute("aria-hidden", "true");
          s.style.display = "inline-flex";
          s.style.alignItems = "center";
          s.style.verticalAlign = "-0.2em";
          s.style.marginRight = "0.35em";
          s.innerHTML = DONE_ICON;
          nameSpan.insertBefore(s, nameSpan.firstChild);
        } else if (!allDone && has) {
          has.remove();
        }
      });
    };
    decorate();
    const iv = setInterval(decorate, 600);
    window.addEventListener("thread-onboarding-updated", decorate);
    window.addEventListener("storage", decorate);
    return () => {
      clearInterval(iv);
      window.removeEventListener("thread-onboarding-updated", decorate);
      window.removeEventListener("storage", decorate);
    };
  }, []);
  return null;
};

<ByRoleProgress />

## Overview

Thread touches every job on the desk a little differently. Each hub links the product features that role lives in, the Super Magic skills built for their day, and their daily or weekly ritual. Roles match the [Skill Library](/skill-library/overview) exactly, so you can jump straight to the skills for any role.

## Guides by role

<CardGroup cols={2}>
  <Card title="Technician" icon="wrench" href="/start-here/roles/technician">
    Work tickets faster in Inbox with Super Magic, Snippets, and Magic Recap.
  </Card>

  <Card title="Dispatcher" icon="route" href="/start-here/roles/dispatcher">
    Triage, prioritize, and route the board with Views and the Triage Agent.
  </Card>

  <Card title="Service & Ops Manager" icon="gauge" href="/start-here/roles/service-ops-manager">
    Run the desk — teams, pods, analytics, XLAs, and QA.
  </Card>

  <Card title="CSM / Account Manager" icon="address-card" href="/start-here/roles/csm-account-manager">
    Own client health, QBRs, and expansion with data and playbooks.
  </Card>

  <Card title="Security & Compliance Owner" icon="shield-halved" href="/start-here/roles/security-compliance-owner">
    Handle security response, audits, and compliance posture.
  </Card>

  <Card title="Sales & Business Development" icon="tags" href="/start-here/roles/sales-business-development">
    Quote, position, and win with AI-powered service as the pitch.
  </Card>

  <Card title="MSP Owner / Leadership" icon="building" href="/start-here/roles/msp-owner-leadership">
    Roll out Thread, track outcomes, and scale AI Service Unleashed.
  </Card>

  <Card title="Automation Engineer" icon="gears" href="/start-here/roles/automation-engineer">
    Build Flows and Intents, wire Thread into your own AI clients, and drive it via API.
  </Card>
</CardGroup>


## Related topics

- [Scale AI Service Unleashed](/start-here/roles/msp-owner-leadership/scale-ai-service.md)
- [By Role](/skill-library/by-role.md)
- [Product guides](/guides/overview.md)
