Product Update: Teams and Users

September 2, 2022

We've heard from many customers about the need for a better way to manage their teams and users on TIDY. Property managers want to be able to allocate specific team members to certain jobs, give others full access to their operation, and also communicate in one single place.

So now TIDY allows our clients to organize their property management by teams and users. There's flexibility and power in the different ways to do so, adding users to the account, or to a limited number of properties listed on TIDY, and sharing data to make your operations more efficient.

Basically, now you can:

  • Assign properties to each user to let them see their job history, maintenance records, and more.
  • Give people limited access to view or manage only a few addresses on your account.
  • Control access to certain properties or actions.
  • Control how jobs inside a team are billed. For example, you can specify that one group of properties uses 1 credit card, while another group of properties can use a different credit card. (still in Beta)
  • Generate reports by team.
  • Use teams to match accounting groups for exports.
  • Easily send messages to pros as a group, with anyone able to come in and out of the conversation.

How to set up teams

We can create and add your teams for you: this is the easiest way to start and is free of charge. You can contact us through your dashboard and we'll get everything up and running. If you prefer to do it yourself, please follow the steps below:

  1. Access your TIDY Dashboard, go to More and then Teams.
  2. Select the option Add Team.
  3. Name your team, and you can add a Parent Team if this team sits underneath a parent team.
  4. Once your team is set up, you can add team members.
  5. Once your team is set up, you can add properties to the team. This enables team members to view those properties.

How to add users

The process is fairly similar to creating a team, and if you need help in any way, we're here. Please see the steps below:

  • On the dashboard, select More on the left menu
  • Select Users
  • Click Add User

Complete the fields and note that you are able to define a password, roles, and other details as the account admin. If you want to see a detailed view of this process, please see our help docs.

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