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 or Owner).Some readersUnderstanding 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 Contacts (note: these users are managed as part of Contact Management and not in the normal User Settings) Owner Owners are the top-level users with the folFew readers