Invite and activate members

Inviting team members and managing their activation

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.

Troubleshooting invitation delivery issues

Invitations not arriving? Common solutions:

1. Check spam/junk folders - Have them search for emails from tallyfy.com
2. Verify email address - Even small typos prevent delivery
3. Whitelist Tallyfy - Add tallyfy.com to allowed senders in email settings
4. Corporate firewalls - IT may need to allow emails from noreply@tallyfy.com
5. Resend after 24 hours - Sometimes email servers have temporary issues
6. Check invitation status - Settings > Organization > Members shows if invite is pending

Still not working? Contact support with the exact email address for investigation.

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.

Members > Resend or withdraw invites

Administrators can manage pending member invitations by accessing Organization Members settings to either resend invitations when emails are lost or expired or withdraw them when wrong addresses were used or plans changed.

Org Settings > Member statuses

Tallyfy has four member status types - Active for normal users who can log in and count toward limits, Invited for pending invitations that don’t count until accepted, Deactivated for removed members who can’t access anything, and Bot/Unbilled for special integration or partner accounts that don’t count toward your member total.

Code Samples > Managing members (Users)

The API enables organizations to manage their registered users through functionalities like inviting listing updating and removing members along with their roles and profiles.