Note: Only administrators will be able to access the Dashboard. Here's how to add more administrators to your account.
Think of your Dashboard as mission control for all of your TidyHQ tools. It's what you see when you first log in to TidyHq as an Administrator and where you can access everything you need to run your organisation effectively.
Each App of the platform (such as Membership, Shop, Events) has it's own link from the Dashboard, as well as other critical functions like your calendar, adding administrators, billing, and changing your organisation settings.
It's a good idea to get familiar with the layout of your Dashboard so you know where to find everything.
In this article:
Accessing your Dashboard
To find your Admin Dashboard, either:
Go to your organisation's TidyHQ page and click Log In in the top right corner
OR
head to accounts.tidyhq.com and a login box should automatically appear.
Enter your account email address and click Next.
Enter the password you established when you created your TidyHQ account and click Log In.
If you cannot remember your password, simply click I forgot my password and instructions to reset it will be sent to your email address.
Once you have successfully logged in, click on your profile image or name at the top right to see the user menu.
Admin Dashboard - this is the link that will take you to mission control!
Switch Organisation - if you are part of more than one organisation, this will allow you to easily switch from one to another.
Contact Profile - update your personal contact details
TidyHQ Account Settings - update your TidyHQ login details
Navigating your Dashboard
Your Dashboard is the first screen you see which provides an at-a-glance overview of your Organisation's account:
Apps
When logging in for the first time, you will see that your Dashboard has been loaded with TidyHQ's core apps (Contacts, Communicate, Finances, Tasks and Web Pages). On our Starter Plan, you will be able to add 2 additional Apps to your account. On the Pro Plan, you can add as many as you like! Instructions on how to add more Apps can be found here.
Dashboard Menu
Apps - access the Apps library
Billing - manage your TidyHQ plan, payment method, billing contact, payment history and SMS transaction summary
Admins & Roles - add admin users and assign organisational roles
Organisation Settings - add your organisation's contact details and customise your public page
Trash - allows you to remove items that are no longer required to be in full view. You can safely remove an item and then restore it if needed, protecting your records. To permanently delete a record, please get in touch with our Support Team.
Community Forum - will take you to the TidyHQ Community Facebook group
Product News and Feedback - will bring up a box on the right that outlines our recent announcements and new product features that have been released
Calendar
The Calendar ties together all aspects of TidyHQ, diarising your organisation's events, tasks, transactions, events, meetings and expenses.
The Calendar is an interactive tool:
Add tasks directly into the Calendar by clicking on a day
Use the colour coded legend below the Calendar to select the types of entries you see. This can be useful during meetings when focusing on different areas of your administration.
You can also change the view of the calendar to be weekly or daily if required, by toggling the tabs on the top right of the calendar
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