So that people in your company can access the Tide app, an Admin must first add them as ‘Team Member’. Accountancy Integrations page, disconnect from Xero and then connect again. If your reconnect is successful, you’ll see the status change to “Awaiting first transaction to sync”. The sync should take around 2 hours – after that, you’ll see the status change to “Synced”.
Add your team by tapping the profile icon in the top right corner, then tap ‘Profile & Settings’ > ‘Manage team’ > ‘Add a team member’.
Once invited, all they need to do is:
Download the Tide app from the App Store or Google Play Store
Open the link in the email invitation
Go through the onboarding checks.
Our normal onboarding is mandatory, requesting a team member’s names, date of birth, identification, a selfie, and an address. Once these details have been checked, they’ll find out if they have been approved. This can take up to two days, but usually takes less than ten minutes.
To change the access of an existing team member, tap: ‘Profile & Settings’ > ‘Manage team’ > select the relevant team members > ‘Team Access’ > choose from the list of available access levels.
