Invite and activate members

How to invite and activate members

To invite someone to Tallyfy, click the Invite+ button anywhere you see it and enter their email address - they’ll get an invitation email to set up their account. Simple as that.

What you’ll need first

• Administrator permissions (only admins can send invites)
• An available paid member seat in your plan
• The email addresses of people you’re inviting

Inviting new members to your team

1. Find the Invite+ button - it’s everywhere in Tallyfy:
   • In the left sidebar
   • Under your name (top right corner)
   • In Settings > Organization > Members
   • In the +Create menu at the top
2. Type the person’s email address.
3. Add their first and last name.
4. Pick their Role - Administrator or Standard works for most people.
5. (Optional) Write a welcome message to make it personal.
6. Hit Send Invitation. Done.

Managing your sent invitations

Need to check on pending invites? Head to Settings > Organization > Members and look for anyone with “Invited” status - that’s everyone who hasn’t joined yet.

What if someone didn’t get the email? No problem. You can resend it right from that same page. Invited the wrong person? Click Withdraw to cancel the invitation.

What happens on their end

Once you send the invite, here’s what your new team member needs to do:

1. Check their email for the Tallyfy invitation.
2. Click the Join Now button in that email.
3. Create a strong password for their account.
4. Complete any remaining profile setup steps.

That’s it - they’re in!

Verifying someone joined successfully

Want to make sure your invite worked? Here’s how to check:

1. Navigate to Settings > Organization > Members.
2. Find the person’s name - if their status shows Active, you’re all set.

Related articles

Members > Invite member

Invite a new member to join your Tallyfy organization.

Org Settings > Understanding Member Statuses

Tallyfy member statuses indicate access levels and billing status with Active members being billed users who can use the platform Invited members being pending users who aren’t billed yet Deactivated members being removed users with no access and Bot/Unbilled being special accounts for integrations that don’t count toward billing.

Members > Resending or withdrawing invites

Administrators can manage pending member invitations by resending them when recipients didn’t receive the original email or when invitations expired and withdrawing them when incorrect email addresses were used or plans changed with both actions performed through the Organization Members settings.

Guests > Convert a guest into a member

Administrators can elevate guest users to member status providing them expanded access and permissions within Tallyfy while using an available member seat in the subscription plan.