Tide Logo
Tide Logo
Tide Logo
Tide Logo

Manage your Team Access

Learn which roles you can give to your team, what these roles mean, and how to assign them.

Available roles for your team

Admin

Full app access for business owners and directors

View Draft Send Pay

Pay bills and make bank transfers, as well as full tax and invoicing access

View only

View all account balances, invoices, and transactions

Expense Card holder

Use and manage their own Team Expense Card, and add receipts to their expenses

Manager

Invite Admins and team members, and subscribe to Tide products

Accountant

Access to bookkeeping and Tide Accounting features

Cashier

Accept payments with Tide Card Reader and Tap to Pay on iPhone

Add a Team Member

Add a Team Member

Step 1: Admin - invite a Team Member

  1. Tap the profile icon in the top left corner of the app

  2. Tap Profile and Settings > Manage Team > select your Team Member

  3. Tap Send a new Tide invite > Send invite

Step 2: Team Member - get connected

  1. Download the Tide app from the App Store or Google Play Store

  2. Open the link in the email invitation

  3. Go through our onboarding checks

We'll ask for your name, DOB, ID, a selfie, and address. Once we've checked this, we'll let you know if you've been approved. This can take up to two days, but usually takes less than ten minutes.

Roles you can give based on your Tide plan

  • Free plan: give unlimited ‘View-Only’ access and issue Team Expense Cards for £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

  1. Tap the profile icon in the top left corner of the Pay tab

  2. Tap Profile & Settings > Manage team and select the relevant team members

  3. Tap Team Access and choose from the list of available access levels

Remove a Team Member's access

  1. Tap the profile icon in the top left corner of the Pay tab

  2. Tap Profile and Settings > Manage Team and select your Team Member

  3. Tap Revoke access

Removing an Admin

Self-closure

Admins can close their account themselves, completely removing their access.

Tide-assisted closure

If someone is no longer listed as a director of your company on Companies House, it’s the business’ responsibility to remove their admin access immediately:

  1. Tap the Support icon in the top right corner

  2. Tap Messages to reach our team

We’ll first check if the admin is still listed on Companies House as a director. If they are, we can’t remove them. If they've been removed, we can then remove their access.

Keep your team connected

Keep your team connected

Your transaction limits

Both Admins and Team Members with View, Draft, Send & Pay access are able to make payments, but Admins can’t set individual limits on these transactions.

Any bank transfers that you or your team make will contribute to the Tide account's overall transaction limits.

Changing plans

It's helpful if Admins discuss certain changes to the account with each other, to avoid making duplicate or conflicting requests.

For example, plan upgrades or downgrades which could result in changes to roles and permissions.

Closing your account

Closing your account

Non-Admin

If you’re not an Admin, closing your account will only remove your own access. Other team members will keep the access they have.

Multiple Admins

If there are other Admins, closing your account will simply remove your own access. The remaining Admins and team members will continue to have access. Companies with multiple Admins can only close the Tide business account entirely once all but one admin has revoked their access.

Single/last remaining Admin

If you are the only Admin, closing your account will start the account closure process for the entire business, and all team members will lose access once the business account is closed.

Roles in detail: Admin

Full access and full control

Accounts

  • View account balance, account details and transactions

  • Check payment statuses

  • Categorise transactions

  • 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

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 chase 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

Savings

Tide Card Reader

Credit

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

  • Set 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 chase 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 chase 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

Savings

  • View active savings account

  • Deposit to/withdraw from savings account

Tide Card Reader

  • Order Tide Card Reader

  • Access to Tide Card Reader

  • Collect payments

  • View payment statuses

Tide Payroll

  • Submit relevant details

  • Upload and view employee payroll documents

  • View employee payslips

Tide Card

  • View and export card transactions made on admins' Tide Card

  • Add a receipt, category, and notes to all transactions

Account management

  • Manage your Tide plan and add-on subscriptions

  • Edit your business profile

  • Grant account access to Admins and other team members

  • Remove account access for team members (except admins)

  • Activate and cancel Tide products (except loans)

Tide | Do what you love.
Tide Platform Limited (Tide) designs and operates the Tide website and app. Tide is not a bank. Tide is authorised by the Financial Conduct Authority (FCA) under the Electronic Money Regulations 2011 under firm reference number 900843 for the issuing of electronic money and the provision of payment initiation services and account information services under the Payment Services Regulations 2017. Tide is also authorised and regulated by the Financial Conduct Authority in relation to its credit and insurance broking activities (firm reference 718743). Tide is incorporated and registered in England and Wales with company number 09595646 and registered office at 4th Floor The Featherstone Building, 66 City Road, London, EC1Y 2AL. Tide offers bank accounts powered by ClearBank® Ltd (ClearBank) (account sort code is 04-06-05). ClearBank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 754568. Eligible deposits with ClearBank are protected up to a total of £120,000 by the Financial Services Compensation Scheme (FSCS), the UK's deposit guarantee scheme. For further information visit Home. ClearBank Ltd is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 754568). Registered Address: ClearBank, Level 27, The Broadgate Tower, 20 Primrose Street, London, United Kingdom, EC2A 2EW. Eligible deposits held in the Tide Business Current Account (powered by ClearBank) are covered by the Financial Services Compensation Scheme (“FSCS”) subject to eligibility. All eligible deposits at the same bank are aggregated to determine the coverage level for each depositor up to £120,000, therefore if you have any other product/services with ClearBank these will be aggregated. To find out more and to check your eligibility please visit: About us . Some of Tide’s members also hold e-money accounts powered by PrePay Technologies Limited (PPT) (account sort code is 23-69-72). PPT is an electronic money institution authorised by the FCA under the Electronic Money Regulations 2011 under firm reference number 900010 for the issuing of electronic money. PPT holds an amount equivalent to the money in Tide current accounts in a safeguarding account which gives members protection against PPT’ insolvency. Tide Cards may be issued by both Tide and PPT, who are licensed by Mastercard International for the issuance of cards. The issuer of your Tide card will be identified on your monthly card statement. Tide Capital Limited is an appointed representative of P1 Investment Services Limited which is authorised and regulated by the Financial Conduct Authority under firm reference number 752005 to carry out such regulated activities as are involved in the provision of Tide Investment Account. Seccl Custody Limited is the custodian of assets held in Tide Investment Account and is authorised and regulated by the Financial Conduct Authority (firm reference number 793200) and registered in England and Wales under No. 10430958. Registered office 20 Manvers Street, Bath BA1 1JW. Tide, the Tide logo, the Swell, and Do Less Banking are trademarks and trade names of Tide Platform Limited, and may not be used or reproduced without the consent of the owner.