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Resending or withdrawing invites

How to resend or withdraw invites

Sending and withdrawing invites on Tallyfy is a breeze! If your invite gets lost in the mail or you accidentally invited the wrong person, don’t worry. We’ve got you covered.

To resend or withdraw an invite, simply follow these steps:

  1. Go to the sidebar and click on Settings.
  2. From there, click on Organization and select Members.
  3. In the member list, Scroll horizontally until you see an “Action” column.
  4. Find the member with the pending invitation and choose whether to Resend or Withdraw the invite.

That’s it! You’re all set to manage your invites effortlessly.

Org Settings > Remove a Member

Members can be removed from Tallyfy through the Settings menu while its conflict resolution system automatically reassigns their pending tasks and templates to active members.

Members > Remove a member

Members can be removed from organizations through the settings menu, with tasks automatically reassigned through conflict resolution to ensure smooth transitions.

Members > Invite and activate members

Organizations can add new members through the Invite+ button and activate them by having invitees set up their accounts via email invitation links, with options to assign either Admin or Standard roles.