Congratulations on the new role — and welcome to TidyHQ. Your organisation has been using TidyHQ to manage members, finances, events, and more, and now it's your committee's turn to take the wheel.
This guide walks you through everything you need to do after a committee changeover. Work through it in order, as each step builds on the one before.
Your committee changeover checklist
☐ Step 1: Get access and transfer Account Ownership
Before anything else, make sure the right people can log in — and that the highest level of account control sits with someone on your current committee, not a predecessor. We cover both the cooperative handover and the "nobody can find the old president" scenario.
☐ Step 2: Update your admin team, Roles, billing, and organisation details
Remove outgoing committee members, add incoming ones with the right permissions, update your Roles so tasks carry over correctly, check that billing is pointing to the right bank account, and make sure your public contact details are current.
☐ Step 3: Get your bearings
Before making sweeping changes, take a few minutes to understand what you've inherited. Where are your contacts, what do your finances look like, and what are members actually seeing when they visit your site?
☐ Step 4: Clean up what's out of date
Over time, accounts accumulate things that no longer reflect reality — stale groups, membership levels with old pricing, web pages that still list last year's committee. This step helps you work through it systematically without breaking anything.
A note on Account Owner vs Admins
TidyHQ has two tiers of access worth understanding before you dive in:
The Account Owner is a single person with full, unrestricted control. There can only be one. They're typically whoever originally created the account.
Administrators are committee members you've given access to specific parts of TidyHQ — Contacts, Finances, Events, and so on. You can have as many admins as you need, with permissions tailored to each role.
Most day-to-day committee work is done through Admin access. Account Ownership really only matters for billing and account-level decisions — but it should always sit with someone who is current and reachable.