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Getting Started
Getting Started: Rental Properties
Getting Started: Employer Benefits
Getting Started: Residential Homes
Getting Started: Offices
Dashboard
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
To-Do List Links
To-Dos
Do-Nots
Remote Inspections
Custom Fields
Laundry or Linens
Supply Preferences
Integrations
Beds24
Guesty
Hospitable
Hostaway
Hostify
Host Tools
Lodgify
OwnerRez
RemoteLock
Smoobu
Uplisting
Zapier
Automatic Booking
Billing & Pricing
Billing History
Sending Payments
Bills & Payment Methods
Team Billing
Viewing Prices
Viewing Billing History
Tips
Refunds
Compliance, Ratings, Safety, Insurance, & Protection
Certifications & Ratings
Satisfaction Guarantee, Disputes, & Protection
Damage Claims
Best Practices
Property Maps
Maintenance Tracking
Inventory Tracking
Inspections
Issue Tracking
Automatic Translation
Other Questions
Developer Overview
API Reference
Webhooks
TIDY Concierge
Reports
Accounting
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6min

Users

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

  • Shared Data - Assign properties to each user to let them see their job history, maintenance records, and more.
  • 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

  • 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, use this link
  • If you would like to set up another role, talk to your account manager.


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.

  • To delete a Team Member, click on the trash can icon (in the upper right corner) to delete the team member.



Updated 31 Jan 2023
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TABLE OF CONTENTS
Adding a User
Viewing or Editing Users