Overview / Organisation Settings

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

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52 articles in this collection
Written by Isaak Dury, Sue Brown, Bev Bush and 2 others

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

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

Visible To

How the visible to feature works / use cases

Written by Jordon Hughes
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 Jordon Hughes
Updated over a week ago

Activity feed

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

Written by Sue Brown
Updated over a week ago

Notify about new Membership

Who needs to know when someone joins your Organisation

Written by Bev Bush
Updated over a week ago

Billing, Plans & Fees

Guide to Billing at TidyHQ

Written by Jenni Lumsden
Updated over a week ago

TidyHQ Plans

Written by Jenni Lumsden
Updated over a week ago

A Quick Overview of the Billing Area

Written by Bev Bush
Updated over a week ago

Paying For Plans

Written by Bev Bush
Updated over a week ago

Upgrading Plans

Written by Jenni Lumsden
Updated over a week ago

Downgrading Plans

Written by Jordon Hughes
Updated over a week ago

History of Usage Plans

Written by Bev Bush
Updated over a week ago

Billing Contacts for Plans

Written by Bev Bush
Updated over a week ago

Changing Credit Card Details

Written by Bev Bush
Updated over a week ago

Using Organisation Settings

Adding Sponsors to the Public Facing Page

Written by Isaak Dury
Updated over a week ago

Deleting Custom Fields

Written by Isaak Dury
Updated over a week ago

Viewing your TidyHQ Balance

Written by Isaak Dury
Updated over a week ago

Group of Check boxes (Custom Field)

Written by Isaak Dury
Updated over a week ago

Enable/Disable search engines (SEO) finding your organisation

Written by Isaak Dury
Updated over a week ago

Time Formats

Written by Isaak Dury
Updated over a week ago

Checkboxes, radio buttons and dropdowns

Written by Isaak Dury
Updated over a week ago

Using iFrames to display your TidyHQ site

Written by Isaak Dury
Updated over a week ago

Adding an image to your Public Facing Page

Written by Isaak Dury
Updated over a week ago

Your TidyHQ Account has a Sitemap!

Written by Isaak Dury
Updated over a week ago

Public Contacts

Written by Isaak Dury
Updated over a week ago

Adding links to Storage to the Public Facing Page

Written by Isaak Dury
Updated over a week ago

Categories

Written by Isaak Dury
Updated over a week ago

Creating your Public Facing Page

Written by Isaak Dury
Updated over a week ago

Public Facing Page

A guide on how to setup your Public Facing page on your TidyHQ website

Written by Isaak Dury
Updated over a week ago

Sponsors

Written by Isaak Dury
Updated over a week ago

Custom Fields

Written by Isaak Dury
Updated over a week ago

Date, Time, Currency

Written by Isaak Dury
Updated over a week ago

Logos and Colours

Written by Isaak Dury
Updated over a week ago

Deleting your account

Written by Isaak Dury
Updated over a week ago

Users and Roles

Admins and Roles

Written by Sue Brown
Updated over a week ago

Adding Admin Users

Written by Isaak Dury
Updated over a week ago

Do Admin Rights expire?

Written by Isaak Dury
Updated over a week ago

Contacts Admin Rights

Written by Isaak Dury
Updated over a week ago

Memberships Admin Rights

Written by Isaak Dury
Updated over a week ago

Finances Admin Rights

Written by Isaak Dury
Updated over a week ago

Meetings Admin Rights

Written by Isaak Dury
Updated over a week ago

Events Admin Rights

Written by Isaak Dury
Updated over a week ago

Communicate Admin Rights

Written by Isaak Dury
Updated over a week ago

Settings Admin Rights

Written by Isaak Dury
Updated over a week ago

Shop Admin Rights

Written by Sue Brown
Updated over a week ago

Storage Admin Rights

Written by Isaak Dury
Updated over a week ago

Tasks Admin Rights

Written by Isaak Dury
Updated over a week ago

Sessions Admin Rights

Written by Isaak Dury
Updated over a week ago

Adding Tasks to Roles

Written by Isaak Dury
Updated over a week ago

Adding and editing 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