You can now give your team members read access to your Tide account, allowing them to view and download transactions on your behalf.
Read access makes sending transaction files one less thing for you to worry about - whether your team uses it to upload transactions into your accounting software, expense management or forecasting, they’ll be able to access your account directly.
We’re big fans of teamwork, here at Tide. So much so that we’re building out more ways for you to collaborate with your team. Last month, we announced Team Cards - and we’re going to continue improving the ways your team can access your account.
How do I add team members?
First, log into Tide on the web. Once you’re in, click ‘Team Access’ and ‘Add Team Member’. You’ll need to authenticate the request on your mobile, so keep it handy.
Who can I give read access to?
Whoever you like! But we think it’ll be most useful for our members who want to give access to their accountants, finance and admin teams, to support with accounts preparation and expense management.
How can I review who has access to my account?
Log into Tide on the web and click ‘Team Access’. If you’d like to revoke access for anyone, send a message to our Help team and they’ll action it on your behalf. We’re looking to add this functionality in the near future.
My accountant already has access to my account. Will that change?
If you’ve already given access to your accountant via the Account Reader, nothing will change. You can review who has access at any time in your Tide mobile app, by selecting ‘Data Permissions’ from the ‘More’ menu, and deleting any connections you don’t want.
What’s the Account Reader? Should I use that instead of giving read access?
The Account Reader allows accountants (or other business support professionals) to access multiple Tide accounts on behalf of their clients. If your accountant has multiple clients using Tide, we’d encourage them to create an Account Reader profile, which they can do here.