Adding your team members to Tally Workspace

Who can add members to their teams?


Only team admins can add people to their team, you can check if you are a team admin by looking on the "Team Settings" tab on the dashboard, where you should be labelled either as "Team Admin" or "Member".


How do I add people to my team?


1. Select the user icon in the top right of the top right of the explore page, then "My Account & Bookings".


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2. Select "View all, edit and invite" under "Company Members" or "Company Settings"


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3. Select "Add member" near the top right of the screen.


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4. You have three options to add new members: you can send the new members the link outlined, upload a CSV with new members' info, or fill out their info manually at the bottom of the page.


5. The new team member will receive an invite to get set up on the platform and once they have set a password they are all set up and ready to start booking!

How do I remove people from my team?

1. Head over to the same "Company Settings" tab and select "Remove" over the user you want to remove. As with adding members, only admins can remove members.


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If you have any difficulties, reach out to or come on our live chat and a member of our team will be happy to help.