Linking an Email Address to a Specific Role
TidyHQ has the ability for you to link an email address to a specific Role.
For example: president+your-organisation-name@mail.tidyhq.com.
This address can then be added to the Contact Us page on your TidyHQ website and will allow people to email that Role directly.
Any emails sent to that address will appear in BOTH the personal email address of the administrator who is assigned to the Role AND the Communicate inbox within TidyHQ.
If the administrator assigned to the Role replies from within their personal email account, the reply will go to BOTH the initial person that emailed, and the Communicate Inbox.
This can get a little messy, so we recommend you set clear guidelines for managing emails within your committee and think carefully before choosing this option! Alternatively, you may want to consider using general email forwarding or assigning a catch-all recipient within Organisation Settings > Email to simplify email management and reduce potential confusion.
Setting up a role-specific email address
Go to Admins and Roles > Roles. Click on the name of the Role you wish to enable a role-specific email address for. If the Role does not exist yet, you will need to create it by clicking +New Role.
Make sure an administrator has already been allocated to the Role; if not, then type their name in the "Admin" field.
Click the box next to "Allow for Messaging" and type the beginning of the email address you wish to create in the adjacent field.
Click Save.
You can see which role-specific emails have been established by going to Organisation Settings > Communicate. Alternatively, for general email forwarding options, go to Organisation Settings > Email to configure where unhandled emails should route. This option allows you to set an email address (e.g., a general inbox like your_organization_email@example.com) as the destination for any unhandled communication.
General Email Forwarding Settings
In addition to role-specific emails, Tidy allows for general email forwarding that ensures unhandled emails are routed to a designated email address:
Navigate to Organisation Settings > Email.
In the forwarding section, enter the email address where unhandled messages should be sent (e.g., your organization's general inbox).
Save the changes to activate routing for unhandled emails.
This feature complements role-specific email options, providing flexibility in how your organization manages communications.
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