Invite and activate members

How to invite and activate members

Requirements

• Administrator access to invite members
• Available member seats in your plan
• Email addresses for the members you want to invite

Inviting new members

1. Access the invitation screen using one of these methods:

   • Click Invite+ in the sidebar
   • Select Invite+ from the dropdown menu next to your name
   • Navigate to Settings > Organization > Members and click Invite+
   • Click +Create in the sidebar and select Invite Member

   

2. Enter the required information:

   • Email address of the invitee
   • First and last name
   • Role (Administrator or Standard)
   • Optional welcome message

   

3. Click Send Invitation

Managing pending invitations

• View all pending invitations under Settings > Organization > Members
• Resend invitations if needed
• Cancel invitations by selecting Withdraw

Activating a member account (for invitees)

1. Open the invitation email
2. Click the Join Now button in the email
3. Create a password for your account
4. Complete any additional profile setup steps

Verifying activation status

Administrators can confirm activated members by:

1. Navigate to Settings > Organization > Members
2. Check that the member’s status shows as Active

Related articles

Guests > Convert a guest into a member

The process of transforming a guest user into a full member grants them comprehensive platform access with login credentials plus the ability to manage processes and view multiple workflows within the organization.

Members > Resending or withdrawing invites

The process of managing member invitations involves resending emails when recipients haven’t received them and withdrawing invitations when organizational needs change through the Settings menu.

Members > Convert a member to a guest

A comprehensive guide for administrators to transform active member accounts into guest status by deactivating their account and modifying access permissions through the organization settings.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy include Active for fully-onboarded users Invited for pending members Deactivated for removed users and Bot/Unbilled for special accounts which help manage access and billing across the organization.