Overview / Organisation Settings

All of the nuts and bolts of getting you and your team setup 🐣

Isaak Dury avatar Jenni Lumsden avatar Nat Ng avatar
38 articles in this collection
Written by Isaak Dury, Jenni Lumsden, and Nat Ng
Admins and Roles

Admins and Roles

Allocating Contacts Administrative permissions and Roles
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Written by Isaak Dury
Updated over a week ago

Adding Admins

Allocating Admin permissions relevant to their position/role within the organisation
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Written by Isaak Dury
Updated over a week ago

Adding and editing Roles

Defining and documenting Roles within your Organisation
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Written by Isaak Dury
Updated over a week ago

Contacts Admin permissions

View and edit all Contacts
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Written by Isaak Dury
Updated over a week ago

Memberships Admin permissions

Allows an admin to manage Memberships
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Written by Isaak Dury
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Finances Admin permissions

Issue invoices, record income and deposits, as well as view all Transactions, Budget and Financial Reports
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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
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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
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Written by Isaak Dury
Updated over a week ago

Communicate Admin permissions

Send new Email, Group Messages and SMS
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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
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Written by Isaak Dury
Updated over a week ago

Shop Admin permissions

Manage your products, orders, shipping options and more...
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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
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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
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Written by Isaak Dury
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Web Pages permissions

Create and edit public web pages on your TidyHQ site
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Written by Isaak Dury
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Adding Tasks to Roles

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Written by Isaak Dury
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Linking a Role to an Organisation email address

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Written by Isaak Dury
Updated over a week ago