Getting started with Tideswell

Tideswell is one place for a brand's conversation, its work and its numbers: chat, tasks, projects, your Shopify store, your suppliers and purchase orders, and an analyst you can ask questions in plain English.

This section is the first hour.

Getting access

Tideswell is currently invitation-only. Creating a workspace needs a signup code, which we hand out directly while the product is in private beta.

If you do not have one yet, get in touch and we will sort you out. If a colleague has already set up your company's workspace, you do not need a code at all: you need an invitation from them, covered in How to invite your team and set up departments.

Which are you?

Two quite different first hours, so start in the right place.

You are setting up your company's workspace. You will create it, answer four short setup questions, and then invite everybody else. Start at How to set up Tideswell for the first time.

You are joining a workspace somebody else built. Sign in with the exact email address you were invited on, and you land straight in. Skip to How to find your way around.

How do you sign in?

With your work email. Tideswell sends a six-digit code and you type it in.

There are no passwords anywhere in Tideswell, so there is nothing to reset and nothing to rotate. You can also sign in with Google, which is one button and no code.

Sign in with the address you were invited on. An invite is tied to one exact email, so signing in with a personal address instead lands you in Tideswell with no workspace, and you will be asked to create one rather than joining your team's.

If a code does not arrive, use Use a different email or resend the code on the sign-in screen. For security, Tideswell never says whether an address is registered, so that message looks the same either way.

What is a workspace?

The private space for one company. Everything you see, chat, tasks, store data, suppliers, belongs to exactly one workspace.

One workspace connects one Shopify store, which is what makes every money figure in the product unambiguous.

What should you do first?

In this order, and it takes under an hour.

1. Set up the workspace and answer the four setup questions, which decide what you start with. See How to set up Tideswell for the first time.
2. Connect Shopify, because most of the useful screens are empty without it. See How to connect your Shopify store.
3. Set up your departments, because nearly every permission in Tideswell is checked against a team rather than the whole workspace. See How to invite your team and set up departments.
4. Invite people into those departments.
5. Connect Klaviyo when you are ready for customer data. See How to connect Klaviyo.

Then read How to find your way around, which is the tour, and point everyone you invite at it.

Where to go after that

What is chat? and What are tasks? are where the day-to-day happens. What is the analyst? is the fastest way to see what Tideswell knows about your business, and it is worth trying on your first day rather than your second week.