With Account Ownership sorted, it's time for some housekeeping. This article walks you through updating your admin team, committee Roles, billing details, and public organisation information — everything you need to make sure TidyHQ reflects who's actually in charge.
1. Update your Admins
Remove outgoing committee members
Go to Admins and Roles in the left sidebar. Find the administrator you want to remove and click Delete Admin. A confirmation box will appear — click Delete Admin to confirm.
Note: Removing someone as an Admin does not delete their Contact record or their personal TidyHQ account. It simply removes their access to your Admin Dashboard. They'll remain as a Contact in your database.
Add incoming committee members
Go to Admins and Roles and click +New Admin. You can search for an existing Contact, or invite someone new by email. Once added, assign the appropriate permissions for each App they'll need access to.
Pro vs Starter Plan: On the Pro Plan, you can set permissions for each App individually. On the Starter Plan, admins receive access to the entire platform. See What are Admin Permissions & how do I change them?
2. Update your Roles
Roles in TidyHQ represent positions within your organisation — President, Treasurer, Secretary, and so on. Keeping Roles up to date is worth the few minutes it takes: any Tasks or Meeting agenda items assigned to a Role will automatically carry over to whoever you assign to it next, keeping your governance records intact.
Go to Admins & Roles > Roles in the left sidebar. Click on the name of a Role to open it. Remove the outgoing person by clicking the X next to their name, then type the name of the incoming administrator in the Admin field. Click Save. Repeat for each Role that has changed hands.
You can only assign someone to a Role if they've already been added as an Administrator. Make sure you've completed Step 1 before updating Roles.
For more detail, see Add Roles to your organisation.
3. Update your billing details
Billing is managed by the Account Owner. Go to Billing in the left sidebar to review and update the following.
Billing contacts
Under Billing > Contacts, review who is receiving billing emails from TidyHQ. Remove anyone who has left the committee and add the new Account Owner or Treasurer as appropriate.
Payment method
Under Billing > Payment Methods, review the bank account or credit card on file. If the previous committee used a personal card or a bank account that's no longer active, update this to make sure TidyHQ can reach the right people and payment method going forward.
Australian customers: Direct Debit is available as a payment option — often more practical than a personal credit card for ongoing committee use. You can set this up under Billing > Payment Methods.
For a full guide to the Billing section, see Guide to Billing at TidyHQ.
4. Update your organisation details
Go to Organisation Settings > Organisation Details and review anything that may have changed:
Organisation Email — the public contact email for your organisation. Make sure this reaches someone who's currently active on the committee.
Mailing Address — used on invoices and membership reports.
Contact Number — displayed on your public Contact Us page.
Social media links — displayed in the footer of your public website. Update these if any accounts have changed hands or new ones have been set up.
Don't forget to click Save before navigating away from this screen!
For more detail on each field, see Complete your basic Organisation contact details.