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Invite and activate members

Full-seat members

Inviting members and managing activation

Section titled “Inviting members and managing activation”

Click the Invite+ button anywhere in Tallyfy, enter an email address, and that person gets an invitation to set up their account.

What you’ll need

Section titled “What you’ll need”
  • Administrator permissions by default (admins can also allow Standard members to invite others via org settings)
  • An available paid member seat in your plan
  • The email addresses of people you’re inviting

Inviting new members

Section titled “Inviting new members”
  1. Find the Invite+ button - it appears in several places:
    • In the left sidebar
    • Under your name (top right corner)
    • In Settings > Organization > Members
    • In the +Create menu at the top Tallyfy dashboard with Invite button highlighted in sidebar (59 chars)
  2. Enter the person’s email address.
  3. Add their first and last name.
  4. Pick their Role - Administrator, Standard, or Light.
  5. Write a welcome message (required, up to 5,000 characters). Invite new coworker form with name, email, privilege fields (59 chars)
  6. Click Send Invitation.

Managing sent invitations

Section titled “Managing sent invitations”

Go to Settings > Organization > Members and look for anyone with “Invited” status - that’s everyone who hasn’t joined yet.

You can resend an invitation right from that page. Invited the wrong person? Click Withdraw to cancel it.

The activation process

Section titled “The activation process”

Here’s what your new team member does after receiving the invite:

  1. Open the Tallyfy invitation email.
  2. Click the Join Now button.
  3. Create a password for their account. Tallyfy account activation screen to create and confirm a password
  4. Complete any remaining profile setup.

Verifying someone joined

Section titled “Verifying someone joined”
  1. Go to Settings > Organization > Members.
  2. Find the person’s name - if their status shows Active, they’re in.
Section titled “Related articles”

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