Tidy

New committee, existing TidyHQ account? Here's your step-by-step guide to getting properly set up.

So you've inherited a TidyHQ account — where to start

Whether your predecessor is available or has gone off-grid, here's how to get into your organisation's TidyHQ account and make sure ownership sits with the right person.

Getting access and transferring Account Ownership to your incoming committee

A housekeeping guide for incoming committees — update your Admins, Roles, billing, and organisation details to reflect who's now in charge.

Updating your admin team and organisation details after a committee changeover

You've got access — now get oriented. A practical guide to understanding what you've inherited before you start making changes.

Getting your bearings in an inherited TidyHQ account

A guide to reviewing and tidying your contacts, groups, membership levels, and web pages after a committee changeover.

Cleaning up your TidyHQ account after a handover

Committee Handover

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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.

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

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