Invite member

Endpoint

POST /organizations/{org_id}/users/invite

This endpoint sends an invitation email to a new user, asking them to join your Tallyfy organization.

Request

Replace {org_id} with your organization ID.

Headers

• Authorization: Bearer {your_access_token}
• Accept: application/json
• X-Tallyfy-Client: APIClient
• Content-Type: application/json

Body (JSON)

Field	Type	Required?	Description
email	string	Yes	Email address of the person to invite.
first_name	string	Yes	First name of the invitee (max 32 characters).
last_name	string	Yes	Last name of the invitee (max 32 characters).
role	string	Yes	Role to assign: admin, standard, or light.
message	string	Yes	Personal message included in the invitation email (max 5000 characters).

Non-admin users can’t assign the admin role. The organization must also allow non-admin users to send invites, or the request will fail.

Example body:

{
  "email": "new.user@example.com",
  "first_name": "Charlie",
  "last_name": "Brown",
  "role": "standard",
  "message": "Welcome to the team! Looking forward to working with you."
}

Code samples

Javascript

const accessToken = 'YOUR_PERSONAL_ACCESS_TOKEN';
const orgId = 'YOUR_ORGANIZATION_ID';
const apiUrl = `https://go.tallyfy.com/api/organizations/${orgId}/users/invite`;

const inviteData = {
  email: 'charlie.brown@example.com',
  first_name: 'Charlie',
  last_name: 'Brown',
  role: 'standard',
  message: 'Welcome to the team!'
};

const headers = new Headers();
headers.append('Authorization', `Bearer ${accessToken}`);
headers.append('Accept', 'application/json');
headers.append('X-Tallyfy-Client', 'APIClient');
headers.append('Content-Type', 'application/json');

fetch(apiUrl, {
    method: 'POST',
    headers: headers,
    body: JSON.stringify(inviteData)
})
.then(response => {
    return response.json().then(data => {
        if (!response.ok) {
            console.error('Failed to invite member:', data);
            throw new Error(`HTTP ${response.status}: ${data.message || JSON.stringify(data)}`);
        }
        return data;
    });
})
.then(data => {
    console.log('Successfully invited member:');
    console.log(JSON.stringify(data, null, 2));
})
.catch(error => {
    console.error('Error inviting member:', error.message);
});

Python

import requests
import json
import os

access_token = os.environ.get('TALLYFY_ACCESS_TOKEN', 'YOUR_PERSONAL_ACCESS_TOKEN')
org_id = os.environ.get('TALLYFY_ORG_ID', 'YOUR_ORGANIZATION_ID')
api_url = f'https://go.tallyfy.com/api/organizations/{org_id}/users/invite'

headers = {
    'Authorization': f'Bearer {access_token}',
    'Accept': 'application/json',
    'X-Tallyfy-Client': 'APIClient',
    'Content-Type': 'application/json'
}

invite_payload = {
    'email': 'lucy.vanpelt@example.com',
    'first_name': 'Lucy',
    'last_name': 'Van Pelt',
    'role': 'light',
    'message': 'Join us on Tallyfy to collaborate on our workflows.'
}

response = None
try:
    response = requests.post(api_url, headers=headers, json=invite_payload)
    response.raise_for_status()

    invite_response = response.json()
    print('Successfully invited member:')
    print(json.dumps(invite_response, indent=4))

except requests.exceptions.HTTPError as http_err:
    error_details = ''
    if response is not None:
        try:
            error_details = response.json()
        except json.JSONDecodeError:
            error_details = response.text
    print(f'HTTP error inviting member: {http_err}')
    print(f'Response: {error_details}')

except requests.exceptions.RequestException as req_err:
    print(f'Request failed: {req_err}')

Java

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;
import java.io.IOException;

public class InviteMember {
    public static void main(String[] args) {
        String accessToken = System.getenv().getOrDefault("TALLYFY_ACCESS_TOKEN", "YOUR_PERSONAL_ACCESS_TOKEN");
        String orgId = System.getenv().getOrDefault("TALLYFY_ORG_ID", "YOUR_ORGANIZATION_ID");
        String apiUrl = "https://go.tallyfy.com/api/organizations/" + orgId + "/users/invite";

        String jsonPayload = """
            {
                "email": "linus@example.com",
                "first_name": "Linus",
                "last_name": "Van Pelt",
                "role": "standard",
                "message": "Welcome aboard!"
            }
            """;

        HttpClient client = HttpClient.newHttpClient();
        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create(apiUrl))
                .header("Authorization", "Bearer " + accessToken)
                .header("Accept", "application/json")
                .header("X-Tallyfy-Client", "APIClient")
                .header("Content-Type", "application/json")
                .POST(HttpRequest.BodyPublishers.ofString(jsonPayload))
                .build();

        try {
            HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());

            if (response.statusCode() == 200) {
                System.out.println("Successfully invited member:");
                System.out.println(response.body());
            } else {
                System.err.println("Failed to invite member. Status: " + response.statusCode());
                System.err.println("Response: " + response.body());
            }
        } catch (IOException | InterruptedException e) {
            System.err.println("Request failed: " + e.getMessage());
            Thread.currentThread().interrupt();
        }
    }
}

Go

package main

import (
  "bytes"
  "encoding/json"
  "fmt"
  "io"
  "net/http"
  "os"
  "time"
)

func main() {
  accessToken := os.Getenv("TALLYFY_ACCESS_TOKEN")
  if accessToken == "" {
    accessToken = "YOUR_PERSONAL_ACCESS_TOKEN"
  }
  orgId := os.Getenv("TALLYFY_ORG_ID")
  if orgId == "" {
    orgId = "YOUR_ORGANIZATION_ID"
  }
  apiUrl := fmt.Sprintf("https://go.tallyfy.com/api/organizations/%s/users/invite", orgId)

  inviteData := map[string]interface{}{
    "email":      "snoopy@example.com",
    "first_name": "Snoopy",
    "last_name":  "Dog",
    "role":       "light",
    "message":    "Join us on Tallyfy!",
  }

  jsonData, err := json.Marshal(inviteData)
  if err != nil {
    fmt.Printf("Error marshalling JSON: %v\n", err)
    return
  }

  client := &http.Client{Timeout: 15 * time.Second}
  req, err := http.NewRequest(http.MethodPost, apiUrl, bytes.NewBuffer(jsonData))
  if err != nil {
    fmt.Printf("Error creating request: %v\n", err)
    return
  }

  req.Header.Set("Authorization", "Bearer "+accessToken)
  req.Header.Set("Accept", "application/json")
  req.Header.Set("X-Tallyfy-Client", "APIClient")
  req.Header.Set("Content-Type", "application/json")

  resp, err := client.Do(req)
  if err != nil {
    fmt.Printf("Error sending request: %v\n", err)
    return
  }
  defer resp.Body.Close()

  body, err := io.ReadAll(resp.Body)
  if err != nil {
    fmt.Printf("Error reading response: %v\n", err)
    return
  }

  if resp.StatusCode != http.StatusOK {
    fmt.Printf("Failed to invite member. Status: %d\nBody: %s\n", resp.StatusCode, string(body))
    return
  }

  fmt.Println("Successfully invited member:")
  var prettyJSON bytes.Buffer
  if err := json.Indent(&prettyJSON, body, "", "  "); err == nil {
    fmt.Println(prettyJSON.String())
  } else {
    fmt.Println(string(body))
  }
}

C++

#include <iostream>
#include <string>
#include <cpprest/http_client.h>
#include <cpprest/json.h>

using namespace web;
using namespace web::http;
using namespace web::http::client;
using namespace web::json;

pplx::task<void> InviteTallyfyMember(const value& invitePayload)
{
    utility::string_t accessToken = U("YOUR_PERSONAL_ACCESS_TOKEN");
    utility::string_t orgId = U("YOUR_ORGANIZATION_ID");
    utility::string_t apiUrl = U("https://go.tallyfy.com/api/organizations/") + orgId + U("/users/invite");

    http_client client(apiUrl);
    http_request request(methods::POST);

    request.headers().add(U("Authorization"), U("Bearer ") + accessToken);
    request.headers().add(U("Accept"), U("application/json"));
    request.headers().add(U("X-Tallyfy-Client"), U("APIClient"));
    request.headers().set_content_type(U("application/json"));
    request.set_body(invitePayload);

    return client.request(request).then([](http_response response)
    {
        return response.extract_json().then([response](pplx::task<value> task)
        {
            try {
                value const & body = task.get();
                if (response.status_code() == status_codes::OK) {
                    std::wcout << L"Successfully invited member:\n" << body.serialize() << std::endl;
                } else {
                    std::wcerr << L"Failed to invite member. Status: " << response.status_code()
                               << L"\nResponse: " << body.serialize() << std::endl;
                }
            } catch (const std::exception& e) {
                std::wcerr << L"Exception: " << e.what() << std::endl;
            }
        });
    });
}

int main() {
    try {
        value payload = value::object();
        payload[U("email")] = value::string(U("peppermint.patty@example.com"));
        payload[U("first_name")] = value::string(U("Peppermint"));
        payload[U("last_name")] = value::string(U("Patty"));
        payload[U("role")] = value::string(U("standard"));
        payload[U("message")] = value::string(U("Welcome to Tallyfy!"));

        InviteTallyfyMember(payload).wait();
    } catch (const std::exception &e) {
        std::cerr << "Error: " << e.what() << std::endl;
    }
    return 0;
}
// Requires C++ REST SDK (Casablanca)

C#

using System;
using System.Net.Http;
using System.Net.Http.Headers;
using System.Text;
using System.Text.Json;
using System.Threading.Tasks;

public class TallyfyMemberInviter
{
    private static readonly HttpClient client = new HttpClient();

    public static async Task InviteMemberAsync()
    {
        var accessToken = Environment.GetEnvironmentVariable("TALLYFY_ACCESS_TOKEN") ?? "YOUR_PERSONAL_ACCESS_TOKEN";
        var orgId = Environment.GetEnvironmentVariable("TALLYFY_ORG_ID") ?? "YOUR_ORGANIZATION_ID";
        var apiUrl = $"https://go.tallyfy.com/api/organizations/{orgId}/users/invite";

        var payload = new
        {
            email = "marcie@example.com",
            first_name = "Marcie",
            last_name = "Johnson",
            role = "light",
            message = "Join our team on Tallyfy!"
        };

        try
        {
            using var request = new HttpRequestMessage(HttpMethod.Post, apiUrl);
            request.Headers.Authorization = new AuthenticationHeaderValue("Bearer", accessToken);
            request.Headers.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));
            request.Headers.Add("X-Tallyfy-Client", "APIClient");

            string jsonPayload = JsonSerializer.Serialize(payload);
            request.Content = new StringContent(jsonPayload, Encoding.UTF8, "application/json");

            HttpResponseMessage response = await client.SendAsync(request);
            string responseBody = await response.Content.ReadAsStringAsync();

            if (response.IsSuccessStatusCode)
            {
                Console.WriteLine("Successfully invited member:");
                using var doc = JsonDocument.Parse(responseBody);
                Console.WriteLine(JsonSerializer.Serialize(doc.RootElement, new JsonSerializerOptions { WriteIndented = true }));
            }
            else
            {
                Console.WriteLine($"Failed to invite member. Status: {response.StatusCode}");
                Console.WriteLine($"Response: {responseBody}");
            }
        }
        catch (HttpRequestException e)
        {
            Console.WriteLine($"Request error: {e.Message}");
        }
    }
}

Response

A successful request returns a 200 OK status. The response body contains the invited user’s profile wrapped in a data object, with a status of invited until they accept.

{
  "data": {
    "id": 1005,
    "email": "charlie.brown@example.com",
    "username": null,
    "first_name": "Charlie",
    "last_name": "Brown",
    "full_name": "Charlie Brown",
    "profile_pic": null,
    "country_id": 1,
    "is_active": false,
    "last_login_at": null,
    "activated_at": null,
    "type": null,
    "created_at": "2025-01-15T10:00:00Z",
    "updated_at": "2025-01-15T10:00:00Z",
    "timezone": "America/New_York",
    "UTC_offset": "-05:00",
    "status": "invited",
    "role": "standard",
    "invited_by": 501,
    "approved_at": "2025-01-15T10:00:00Z"
  }
}

If the email already belongs to an existing member, you’ll get a 422 Unprocessable Entity error.

---

Related articles

Members > Invite and activate members

Tallyfy lets admins (and optionally Standard members) invite new users by clicking the Invite+ button found throughout the app and entering an email address along with a name and role assignment after which the invitee receives an email to activate their account and join the organization.

Code Samples > Managing members (users)

Tallyfy’s API lets you manage organization members through /users endpoints to invite list retrieve update and remove users and change their roles.

Members > Update member role

Tallyfy’s API lets administrators change any organization member’s role to admin or standard or light by sending a PUT request with the new role value to the member’s role endpoint and returning the updated member profile on success.

Guests > Create guest

Tallyfy’s API lets you add external guests to your organization via a POST request with just an email address (plus optional profile fields like name and company) and it automatically links existing global guests instead of creating duplicates.

Was this helpful?

YesNo