User Management

• Adding a New User

  There are two ways to add a new user to your firm within the system: Method 1: Using the "+" Button on the Top Menu Click on the + icon located on the top menu bar. Select Add User from the dropdown options. Fill in the new user's details: First Name: The first name of the new user. Last Name: The last name of the new user. E-mail: The email address of the new user. Role: Choose the user's role from the dropdown (Standard, Admin, Owner or ConSome readers

• Understanding User Roles and Permissions

  Managing your team effectively means understanding the different user roles within Tidyflow and the permissions that come with each. Here's a quick guide to help you assign the right roles and maintain control over your workspace. User Types There are three main user types in Tidyflow: Owner Admin Standard - Contractor Contacts (note: these users are managed as part of Contact Management and not in the normal User Settings) Owner Owners are the top-level uSome readers

FAQ's

• Can one use Tidyflow as a solo user or do you need to add other users?

  Yes, you can use Tidyflow by yourself. No need to add other users.Some readers

• Is there a maximum number of users?

  No, you can add an unlimited amount of Users on Tidyflow.Few readers