Skip to content

Invite and activate members

How to invite new members to your organization

Welcome to Tallyfy - your ultimate solution for streamlining your organization’s workflows! In this article, we’ll show you how to invite and activate members in just a few simple steps.

Inviting a Member

To invite a new member to your organization, follow these steps:

  1. Click on Invite+ in the sidebar or in the drop-down menu next to your name. You can also access it through the sidebar Settings or the +Create option in the sidebar.
invite
  1. Enter the member’s information and choose their role - either Admin or Standard.
member info

Activating Your Tallyfy Member Invitation

If you’ve been invited to join a Tallyfy organization, here’s how you can activate your account:

  1. Check your email for an invitation and click on the Join Now button.

  2. Set a password for your account.

set password
  1. Once activated, you’ll appear as an Active member in the Settings > Organization > Members.

That’s it! You’re now ready to collaborate and maximize productivity with Tallyfy. Happy workflow management!

Guests > Convert a guest into a member

Guest accounts can be upgraded to full membership status through the Organization Settings menu by selecting the guest profile and clicking the ‘Convert to member’ option.

Tutorials > Create an organization

Sign up at Tallyfy.com using Microsoft or Google accounts, fill out the required fields, and receive instant access to sample templates and guidance for navigating the platform.

Members > Change the role of a member

Member roles in Tallyfy can be modified through the Organization Settings by selecting the desired member and choosing from the available role options.

Members > Manage member permissions

Tallyfy’s permission system allows administrators to control Standard members’ access to templates, processes, and member invitations through template editor settings and process sidebar configurations.
Get in touch
About Tallyfy