How to invite new members to your organization
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:
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Check your email for an invitation and click on the Join Now button.
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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!
Related articles
Getting Started > Create an organization
Creating an organization on Tallyfy is a simple process that can be done after creating a user account.
Guests > Convert a guest into a member
A guest can be easily converted into a member within the organization’s settings in Tallyfy.
Members > Manage member permissions
Tallyfy allows admin members to easily set and control the permissions of standard members for templates and active processes.
Members > Change the role of a member
The article explains how to modify a member’s role within an organization in Tallyfy.