TIDE TEAM ACCESS

Tide’s Team Access allows both registered companies and sole traders to give more access to their team members. 

The person who opens the Tide account is automatically an ‘Admin’, but as registered companies often have more than one director, the first admin can add more admins (company directors) to operate the account.

Below is a list of the other Team Access levels that you can give your team:

• Admins of both sole traders and registered companies can add team members with the following access:

View-only (users can view account information but cannot perform any actions)

View, draft, send & pay (pay bills and make bank transfers, plus, full tax and invoicing access)

Expense Card holder (manage their own Expense Card and add receipts to their expenses)

Cashier (accept payments with Tide Card Reader)

Accountant (access to bookkeeping and Tide Accounting Extra features)

• Admins of registered companies can also give other company directors the following access:

Admin (full app access - add team members, activate products, including loans, and more) or any of the above access levels

To give a team member either ‘Admin’ or ‘View, Draft, Send and Pay’ access (both referred to as “enhanced access”), you must be on either the Tide Smart, Pro or Cashback plan. 

• If you’re on Tide Smart, you can add up to 1 team member with enhanced access

• If you’re on Tide Pro, you can add up to 2 team members with enhanced access

• If you’re are on Tide Cashback, you can add up to 5 team members with enhanced access 

We’ve got more information on our site for Tide Smart, Tide Pro and Cashback, if you want to find out more. 

You can assign ‘View-Only’ access to people within your company for free. You do not have to be on a paid plan.

You also don’t need to be on a paid plan to issue your team members Expense Cards, however you’ll be charged £5+VAT per calendar month for each card.  Depending on your plan, you could get one or more Expense Cards for free:

• On Smart, you’ll get 1 free Expense Card

• On Pro, you’ll get 2 free Expense Cards

• On Cashback, you’ll get 3 free Expense Cards

Other roles and accesses can be assigned on all plans, but some will require Tide products like the Tide Card Reader for the ‘Cashier’ role, or Tide Accounting Extra for ‘Accountant’.

The ‘first Admin’ is the person who opened the Tide account - either a sole trader or a limited company director.

If the limited company has more than one director, the first admin can assign ‘Admin’ access to other directors as well. We’ll check Companies House first, as they’ll need to be listed there as a director. If the person you’ve added isn’t listed, we’ll reject your request.

‘Admin’ is the highest level of account access. Company directors who are made Admin have the same access as the ‘first Admin’, and each one of them can perform all account actions independently from one another.

Admins can control everything in the app, from managing other users to activating products and services, including loans, and more. An Admin may close the Tide business account entirely, if they are the only remaining person on the account with that access. 

Admin can also:

• View balances, account details and transaction data

• Make payments via the app & add or remove payees

• Manage invoices, membership plans and add-ons, etc. 

Important: This is not an exhaustive list, and existing Admin will have the opportunity to review all rights and entitlements of the team access, as part of the authorisation in the app. Therefore, it’s encouraged to review these carefully before inviting any new Admin.

Note: only the ‘first Admin’ will receive both service and marketing communication. Admins who are added to the account later on, will only receive servicing communication related to their own access for now. We’re working on enabling both types of comms to all Admins, and we’ll let you know when this happens.

Team members with this access can:

• Make bank transfers & add or remove payees

• Add or stop Direct Debits, and set up Scheduled or recurring payments

• Manage invoices & submit VAT Returns to HMRC, etc. 

These are helpful aspects of account management that allow the user to pay bills and manage expenses.

Important: This is not an exhaustive list, and existing admin will have the opportunity to review all rights and entitlements of the access, as part of the authorisation in the app. Therefore, it’s encouraged to review these carefully before inviting any new team members.