Overview / Organisation Settings

Privacy and protection

The steps we are taking to ensure privacy and protection with your Tidy account.

Written by Isaak Dury
Updated over a week ago

Notify about new Membership

Who needs to know when someone joins your Organisation

Written by Nat Ng
Updated over a week ago

Guide to Billing at TidyHQ

Check your TidyHQ Balance, Pricing Plan details, Payment methods and history

Written by Nat Ng
Updated over a week ago

TidyHQ Plans

Written by Jenni Lumsden
Updated over a week ago

Paying For Plans

Written by Nat Ng
Updated over a week ago

Upgrading Plans

Written by Jenni Lumsden
Updated over a week ago

Downgrading Plans

Written by Nat Ng
Updated over a week ago

History of Usage Plans

Written by Nat Ng
Updated over a week ago

Billing Contacts for Plans

Written by Nat Ng
Updated over a week ago

Changing Credit Card Details

Written by Nat Ng
Updated over a week ago

Plan Limits

Find out what happens when you hit the limits of a billing plan or downgrade to the Starter (free) plan.

Written by Nat Ng
Updated over a week ago

Forgotten Stripe account details

Can't access your Stripe account?

Written by Isaak Dury
Updated over a week ago

Date, Time, Currency

Written by Isaak Dury
Updated over a week ago

Deleting Custom Fields

Written by Isaak Dury
Updated over a week ago

Create a hyperlink in a custom field

Need a customer to agree to a linked page or article?

Written by Isaak Dury
Updated over a week ago

Group of Check boxes (Custom Field)

Written by Isaak Dury
Updated over a week ago

Visible To

How the visible to feature works / use cases

Written by Nat Ng
Updated over a week ago

Checkboxes, groups of checkboxes, radio buttons and dropdowns

What these Custom Fields do

Written by Isaak Dury
Updated over a week ago

Categories

Written by Isaak Dury
Updated over a week ago

Activity feed

See what activities have been occurring, by whom, when and what

Written by Isaak Dury
Updated over a week ago

Custom Fields

Written by Isaak Dury
Updated over a week ago

Deleting your account

Written by Isaak Dury
Updated over a week ago

Admins and Roles

Allocating Contacts Administrative permissions and Roles

Written by Isaak Dury
Updated over a week ago

Adding Admins

Allocating Admin permissions relevant to their position/role within the organisation

Written by Isaak Dury
Updated over a week ago

Adding and editing Roles

Defining and documenting Roles within your Organisation

Written by Isaak Dury
Updated over a week ago

Contacts Admin permissions

View and edit all Contacts

Written by Isaak Dury
Updated over a week ago

Memberships Admin permissions

Allows an admin to manage Memberships

Written by Isaak Dury
Updated over a week ago

Finances Admin permissions

Issue invoices, record income and deposits, as well as view all Transactions, Budget and Financial Reports

Written by Isaak Dury
Updated over a week ago

Events Admin permissions

Create, edit and view all Events, view the attendees of Events, Transactions associated with Events and send invitations

Written by Isaak Dury
Updated over a week ago

Meetings Admin permissions

Create, view, edit, and delete all Meetings, as well as duplicate a Meetings and send Invites

Written by Isaak Dury
Updated over a week ago

Communicate Admin permissions

Send new Email, Group Messages and SMS

Written by Isaak Dury
Updated over a week ago

Settings Admin permissions

Organisation Details (including basic Home Page Settings, Sponsors and Scratch Pad), Date, Time & Currency

Written by Isaak Dury
Updated over a week ago

Shop Admin permissions

Manage your products, orders, shipping options and more...

Written by Isaak Dury
Updated over a week ago

Storage Admin permissions

Upload, edit, delete, share links and view all items in the Files directory

Written by Isaak Dury
Updated over a week ago

Tasks Admin permissions

Ability to create and edit Tasks for themselves as well as for other Contacts

Written by Isaak Dury
Updated over a week ago

Web Pages permissions

Create and edit public web pages on your TidyHQ site

Written by Isaak Dury
Updated over a week ago

Adding Tasks to Roles

Written by Isaak Dury
Updated over a week ago

Linking a Role to an Organisation email address

Written by Isaak Dury
Updated over a week ago