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Getting Started
What is TIDY?
Getting Started: Rental Properties
Getting Started: Employer Benefits
Getting Started: Residential Homes
Getting Started: Offices
Dashboard
Concierge Tasks
TIDY AI
Acceptance Probability
Teams & Users
Users
Teams
Properties/Addresses
Access Instructions
Jobs
Add or Request a Job
View, Edit, or Cancel Jobs
Setting Backup Times
Job Links
Job Reviews or Feedback
Resolving Pro Cancellations
Account Settings
Messages
Notifications
Plans
Access Control / Smartlocks
My Pros
Booking Different Type Of Services With Your Pros
Private Cleaning Payment
Defining your Job Request Strategy
To-Do Lists
Creating To-Do Lists
To-Dos
Video Introductions
To-Do List Links
Do-Nots
Remote Inspections
Custom Fields
Default Lists
Laundry or Linens
Supply Preferences
Integrations
Automatic Booking
Billing, Pricing, & Payments
Billing History
Sending Payments
Bills & Payment Methods
Team Billing
View & Edit Prices
Viewing Billing History
Tips
Refunds
Rebate Program
Tax Reporting for Payments to Pros
Compliance, Ratings, Safety, Insurance, & Protection
Insurance or Custom Requirements
Certifications & Ratings
Satisfaction Guarantee, Disputes, & Protection
Damage Claims
Safety Isses
Property Maps
Maintenance
Inventory Tracking
Inspections
Smart Thermostats
Issue Tracking
Automatic Translation
Other Questions
TIDY Concierge
Reports
Accounting
Developers
API Introduction
Authentication
Changelog
Errors
API Reference
Webhooks
Best Practices
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Teams & Users

Users

You can add unlimited users to your TIDY account. Adding users has these advantages:

  • Shared Inbox - Easily send messages to pros as a group, with anyone able to come in and out of the conversation.
  • Access Control - Control access to certain properties or actions.

Adding a User

  • Select the More option on the left menu
  • Select Users
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  • When adding users you can create a password for them to share. They can reset this password anytime.
  • You can choose from different roles.
    • Admins can see and do everything on the account (except delete it).
    • Team Managers can see and do anything on properties in their team. To add a team manager to a team, you must first create a team. For more information, on teams see Teams
  • If you would like to set up another role, talk to your account manager.
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Viewing or Editing Users

  • You can edit a user by selecting them.
  • To view a user's current permission, such as the properties they can view/manage, tap on their account.
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  • To delete a Team Member, click on the trash can icon (in the upper right corner) to delete the team member.



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TABLE OF CONTENTS
Adding a User
Viewing or Editing Users
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