Available roles for your team
Admin
View Draft Send Pay
View only
Expense Card holder
Manager
Accountant
Cashier
Add a Team Member
Add a Team Member
Step 1: Admin - invite a Team Member
Tap the profile icon in the top left corner of the app Tap Profile and Settings > Manage Team > select your Team Member Tap Send a new Tide invite > Send invite
Step 2: Team Member - get connected
Download the Tide app from the App Store or Google Play Store Open the link in the email invitation Go through our onboarding checks
Roles you can give based on your Tide plan
Free plan: give unlimited āView-Onlyā access and issue Team Expense Cards for Ā£5 per month per holder Smart: add 1 role and get 1 free Team Expense Card Pro: add up to 2 roles and get 2 free Team Expense Cards Max: add up to 5 roles and get 3 free Team Expense Cards seats
Manage your Team Members
Manage your Team Members
Change a Team Member's role
Tap the profile icon in the top left corner of the Pay tab Tap Profile & Settings > Manage team and select the relevant team members Tap Team Access and choose from the list of available access levels
Remove a Team Member's access
Tap the profile icon in the top left corner of the Pay tab Tap Profile and Settings > Manage Team and select your Team Member Tap Revoke access
Removing an Admin
Self-closure
Tide-assisted closure
Tap the Support icon in the top right corner Tap Messages to reach our team
Keep your team connected
Keep your team connected
Your transaction limits
Changing plans
Closing your account
Closing your account
Non-Admin
Multiple Admins
Single/last remaining Admin
Roles in detail: Admin
Full access and full control
Accounts
View account balance, account details and transactions Check payment statuses Categorise transactions S et automatic categorisation rules Edit VAT % on transactions Make payments Add/remove payees Add/stop direct debit payments Set up recurring/scheduled payments Open, manage, and close additional accounts
Tide Card
Hold the main account Tide Card View and export card transactions made on the main card assigned to themselves & other admins Add a receipt, category, and notes to all Tide Card transactions Order, activate, freeze/unfreeze, view PIN, and cancel their own card Freeze other admins' cards
Invoicing
View and categorise invoices Draft, send, and cancel invoices Automatically c hase invoices (with Invoice Assistant) Mark invoices as paid Modify invoice and email templates Add or modify items in inventory Send receipts for paid invoices (with Invoice Assistant)
Accounting
View self assessment report Submit VAT Returns to HMRC View and export financial reports Manage bookkeeping tasks Add manual transactions Accounting Extra features: Add and manage key dates Enable accountant access Open a tax account
Team Expense Cards
View and export transactions made on all Team Expense Cards Set/change their team members' Expense Card spending limits Add a receipt, category, and notes to all transactions View team member spend and analytics Grant, freeze/unfreeze and cancel team members' Expense Cards Add/change Team Expense Card delivery address
Savings
View available savings products Open and close a savings account View active savings account Deposit/withdraw to savings account
Tide Card Reader
Order Tide Card Reader Access to Tide Card Reader Collect payments View payment statuses
Credit
View available loan products Create and submit loan applications/quotes Apply to pre-qualified partner credit products where eligible Activate Tide Credit Products where eligible View, manage, and cancel Tide Credit products View educational content in the Finance tab
Account management
Manage your Tide plan and add-on subscriptions Edit your business profile Manage team members Activate and cancel Tide products Close the Tide account (if last remaining Admin)
Tide Payroll
Submit relevant details Upload and view employee payroll documents View employee payslips
Roles in detail: Accountant
Everything your accountant needs
Accounts
View balance and transactions Check payment statuses Categorise transactions Edit VAT % on transactions
Invoicing
View and categorise invoices Mark as paid Modify invoice and email templates Add or modify item inventory Send receipts for paid invoices (with Invoice Assistant)
Accounting
View Self Assessment report View VAT report View and export financial reports Manage bookkeeping tasks Add manual transactions Add and manage key dates
Roles in detail: View, draft, send & pay
Individual access without affecting other team members
Accounts
View account balance, account details, and transactions Check payment statuses Categorise transactions S et automatic categorisation rules Edit VAT % on transactions Make payments Add/remove payees Add/stop direct debit payments Set up recurring/scheduled payments
Tide Card
View and export card transactions made on admins' Tide Card Add a receipt, category, and notes to all transactions
Invoicing
View and categorise invoices Draft, send, and cancel invoices Automatically c hase invoices (with Invoice Assistant) Mark invoices as paid Modify invoice and email template Add or modify items in inventory Send receipts for paid invoices (with Invoice Assistant)
Accounting
View self assessment report Submit VAT Returns to HMRC View and export financial reports Manage bookkeeping tasks Add manual transactions View key dates
Team Expense Cards
View and export transactions made on all Team Expense Cards Add a receipt, category, and notes to all transactions
Savings
View active savings account Deposit to/withdraw from savings account
Tide Card Reader
Access to Tide Card Reader Collect payments View payment statuses
Roles in detail: Payroll
For employees to receive their salaries
Payroll
Submit relevant details Upload and view their own payroll documents View their own payslips
Roles in detail: View-only
Access to check finances and nothing more
Accounts
View account balance, account details, and transactions Check payment statuses
Tide Card
View and export card transactions made on admins' Tide Card
Invoicing
View invoices
Team Expense Cards
View and export transactions made on all Team Expense Cards
Roles in detail: Cashier
Empower your sales team to collect customers' payments
Tide Card Reader
Access to Tide Card Reader Initiate payments View payment statuses
Roles in detail: Manager
Full access while keeping Admins in control
Accounts
View account balance, account details, and transactions Check payment statuses Categorise transactions and set automatic categorisation rules Edit VAT % on transactions Make payments Add/remove payees Add/stop direct debit payments Set up recurring/scheduled payments Open, manage, and close additional accounts
Invoicing
View and categorise invoices Draft, send, and cancel invoices Automatically c hase invoices (with Invoice Assistant) Mark invoices as paid Modify invoice and email template Add or modify items in inventory Send receipts for paid invoices (with Invoice Assistant)
Accounting
View Self Assessment report Submit VAT Returns to HMRC View and export financial reports Manage bookkeeping tasks Add manual transactions Accounting Extra features: Add and manage key dates Enable accountant access Open a tax account
Team Expense Cards
View and export transactions made on all Team Expense Cards Set/change their team members' Expense Card spending limits Add a receipt, category, and notes to all transactions View team member spend and analytics Grant, freeze/unfreeze and cancel team members' Expense Card Add/change Team Expense Card delivery address