Invite and activate members

How to invite and activate members

What you need (Administrators)

• Administrator permission level.
• An available paid member seat in your company’s plan.
• The email addresses of the people you want to invite.

Inviting new Members (as Administrator)

1. Start an invitation. You can do this in several ways:
   • Click Invite+ in the left sidebar.
   • Click your name in the top right, then choose Invite+.
   • Go to Settings > Organization > Members and click Invite+.
   • Click +Create in the top bar, then choose Invite Member.
2. Type the email address of the person you’re inviting.
3. Enter their first and last name.
4. Choose their starting Role (usually Administrator or Standard).
5. (Optional) Add a personal welcome message.
6. Click Send Invitation.

Managing invitations you’ve sent (as Administrator)

• You can see everyone you’ve invited who hasn’t joined yet under Settings > Organization > Members (look for “Invited” status).
• If someone didn’t get the email, you can resend the invitation from there.
• If you invited the wrong person, you can cancel the invitation by clicking Withdraw.

How invited people activate their account

This is what the person you invited needs to do:

1. Open the invitation email from Tallyfy.
2. Click the Join Now button inside the email.
3. Create a secure password for their new Tallyfy account.
4. Follow any other steps shown to finish setting up their profile.

Checking if a member is active (as Administrator)

Administrators can see if someone has successfully activated their account:

1. Go to Settings > Organization > Members.
2. Find the person in the list and check that their status says Active.

Related articles

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 emails for various reasons or withdrawing invitations to free up member seats and cancel access through the Organization 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.

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.