Invite and Activate New members
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:
- 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.
- Enter the member’s information and choose their role - either Admin or Standard.
Activating Your Tallyfy Member Invitation
If you’ve been invited to join a Tallyfy organization, here’s how you can activate your account:
Check your email for an invitation and click on the Join Now button.
Set a password for your account.
- 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!