TIDY Concierge

Concierge

TIDY Concierge

The Concierge combines our AI agent with 24/7 humans to help.

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

  • Go to the "More" section
  • 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).
  • Group Managers can see and do anything on properties in their group. To add a group manager, you must first create a group. For more information, see Groups
  • 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 and hitting "Edit"
  • To view a user's current permission, such as the properties they can view/manage, tap on their account.
  • To delete a Group Member, click on the User and you'll see an option to "Delete User"