When giving a contact Administrator access to TidyHQ, you can choose what Apps you will allow them to access. We've put together a handy guide that outlines what an Administrator can do with permissions for each App, so you know what to grant access to and what to restrict. You can also edit permissions for each administrator at any time*, and easily remove administrator access when people leave your organisation.

Click on the App name to learn more about the permissions for each App:

If a contact has Contacts Admin permissions, when logged in they will be able to see their Dashboard, Contacts App and their own tasks within the Tasks App.

They will have Admin permissions to view, add and edit all Contacts within your organisation. They can also edit Groups, Family Links, view "Possible Duplicates" (and merge them) and add Notes to Contact profiles.

Note: Unless the Admin also has Communicate Admin permissions, they will be unable to Send Email via TidyHQ.

If a contact has Communicate Admin permissions, when logged in they will be able to see their Dashboard, Communicate App and their own tasks within the Tasks App.

They will be able to send new emails, Group Messages and SMS Messages. They will also be able to access items in the Sent, Drafts and Archives tab.

Note: An Admin with Communicate Admin permissions can send to Contacts and Groups but will not have the permissions to view Contact or Member details.

If a contact has Events Admin permissions, when logged in they will be able to see their Dashboard, Events App and their own tasks within the Tasks App.

They will be able to:

If a contact has Meetings Admin permissions, when logged in they will be able to see their Dashboard, Meetings App and their own tasks within the Tasks App.

They will be able to:

Note: Although administrators with Meetings app permission can create Tasks within the Meeting details, they are unable to edit Tasks (even their own). To edit Tasks, they will need Admin Permissions for the Tasks App.

Also, although they can invite and add Contacts as attendees, they cannot see the details of other Contacts.

If a contact has Shop Admin permissions, when logged in they will be able to see their Dashboard, Shop App and their own tasks within the Tasks App.

They will be able to:

If a contact has Finances Admin permissions, when logged in they will be able to see their Dashboard, Finance App and their own tasks within the Tasks App.

They will have full access to issue invoices and record income, deposits and expenses, as well as view and edit all transactions, budget and financial reports.

Note: Although they are able to see who has made payments etc, the Admin will not be able to see the details of any Contacts without seperate permission for the Contacts App.

If a contact has Storage Admin permissions, when logged in they will be able to see their Dashboard, Storage App and their own tasks within the Tasks App.

They will be able to upload, edit, delete, share links and view all items in the Files folder. They will be able to view any items in the Files folder uploaded by other Admins.

If a contact has Tasks Admin permissions, when logged in they will be able to see their Dashboard and the Tasks App.

They will be able to see their own tasks, and tasks assigned to other contacts in the organisation. They are also able to create and edit tasks for themselves and others.

If a contact has Web Pages permissions, when logged in they will be able to see their Dashboard, Web Pages App and their own tasks within the Tasks App.

They will be able to view all Web Pages and create new Web Pages, Collections and External Link items.

Note: If the Admin is required to maintain the whole organisation's website (e.g. add Sponsors and configure Contact Us page) in addition to the general Web Pages, then Settings permissions also needs to be given.

The Settings section is a little different from other areas of TidyHQ, in that it is not an App that your organisation can install or remove. However, you can still access it from the grey Dashboard menu (below other Apps) and control who has access to it.

If a contact has Settings section permissions, when logged in they will be able to see their Dashboard, their own tasks within the Tasks App, and the Organisation Settings option in the Dashboard menu.

They will be able to:

Go to Admins and Roles on your Dashboard menu. Find the administrator you wish to change permissions for and click Edit Permissions.

Tick the box next to the App name for the Apps you want the administrator to have access to. Untick boxes for Apps you no longer want them to have access to. "Full Access" gives the admin access to all sections of TidyHQ with one click.

Click Save.

Go to Admins and Roles on your Dashboard menu. Find the administrator you wish to change permissions for and click Delete Admin.

A confirmation box will appear; click Delete Admin. Note this will not remove them as a Contact from your organisation or delete their individual TidyHQ account, it will simply remove their access to the Admin Dashboard.

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