Manage your team

You need to be an admin. Everything below happens in Admin > Team Management.

#Invite someone

1. Click Invite User.
2. Enter their Full Name and Email. Any email domain works.
3. Pick a Role: Estimator or Admin.
4. Click Send invite.

Tidy emails them an invitation. They open the link and choose their own password. If the link expires, they can use Forgot password? on the login page with the same email.

#Change a role

Open the row menu (...) and click Change to Admin or Change to Estimator.

#Reset a password

1. Open the row menu and click Reset Password.
2. Type a temporary password (8 characters or more) or click Generate.
3. Click Reset Password, then Copy the password and send it to the person yourself. Tidy does not email it.

They must pick a new password the next time they sign in.

#Sign someone out of every device

Open the row menu and click Sign out all devices. Use it for a lost laptop, a shared computer or someone leaving. Their devices stop working within the hour. Tidy has no limit on how many devices a person uses.

#Deactivate or delete

• Deactivate stops the person signing in and signs them out everywhere. Their work stays. Reactivate undoes it.
• Delete is permanent. Their bids become unassigned. Their activity, files and markups stay. Their personal tasks, records columns and agent chats are deleted.

You cannot deactivate or delete yourself, and Tidy will not delete the last active admin.

#Related

• Admin console
• Manage billing and seats