Tidy

How to find your organisation's membership page, choose a level, and complete your registration in TidyHQ.

Join your organisation as a member

How to log back in to your organisation's TidyHQ site and find your way around the member portal.

Your member portal: logging in and finding your way around

Learn how to renew your membership hassle-free even without a renewal email. Visit your portal, log in, and click 'Renew'!

Renewing Your Membership

How do I opt out of an Auto-Renewing Membership?

How to view payment receipts and manage a saved credit card in your TidyHQ member portal.

Viewing receipts and managing your payment card

Creating a membership for someone else sets up a Family Link.

Registering a membership for someone else

How to view and edit your own profile and your children's contact details from your TidyHQ account.

Managing your profile and your children's profiles

If your organisation uses TidyHQ to manage memberships, this section is for you!

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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