Team and roles
Invite teammates and choose what each of them can manage.
3 sections · 2 screenshots · 2 clips
Step by step · 5 steps
Invite your team and set roles
Where: Tally Sign → Settings → Team
1. Open Team
In Tally Sign, choose Settings at the bottom left, then Team. Members lists everyone on the team with their role.
More detail: Open Team
On this page
Invite a teammate
- Open Settings → Team.
- Under Invite a teammate, enter their email and pick a role.
- Choose Send invite. They get an email with a link to set their name and password.
Already have an account somewhere else? If the person signed up on their own before you invited them (say, a manager who started a trial), invite them anyway. The invite tells them their account moves to your company. They sign in to that account, open the invite and choose Move my account. If they were the only person at their old company, they can bring its documents and templates, and the old company is closed. If others are there, they leave on their own and their documents stay with that team. The owner of a company with other people in it can't move until someone else owns it. Their API keys and AI app connections stop working and need connecting again.
Instead of choosing a password, an invited person can go to the sign-in page and use Sign in with SSO (when your company has single sign-on turned on), or Continue with Google or Continue with Microsoft when the sign-in page shows them, with the email address the invite went to. The invite is accepted and they join with the role you picked.
How teammates sign in
- Email and password, the default for everyone.
- Single sign-on through your identity provider, such as Okta, Microsoft Entra ID or Google Workspace, once an admin sets it up. See Single sign-on.
- Continue with Salesforce, for people with a Salesforce seat, or with the same verified email as their Tally Sign account, when your Salesforce org is connected. Invited people can accept this way too, and with automatic seat assignment on, a Salesforce user without a seat gets a free one.
- Continue with Google and Continue with Microsoft, when the sign-in page shows them, for anyone whose verified Google or Microsoft email matches their Tally Sign account.
Someone who joined through single sign-on, Google, Microsoft or Salesforce has no password. They can set one in Settings → Profile under Password, and then also sign in with their email.
Anyone can add a code from an authenticator app to signing in, and owners and admins can require it for everyone. See Two-step sign-in.
Roles
| Role | Can |
|---|---|
| Owner | Everything, including company settings, Salesforce, seats and the team |
| Admin | Manage company settings, the team, seats, Salesforce and automation rules |
| Member | Create, send and manage documents |
Change someone's role. In Settings → Team, pick Admin or Member in the role menu next to them. The change takes effect right away; they don't need to be invited again, and their seat stays the same. Owners and admins can change the role of anyone except the owner and themselves. Members see roles but can't change them.
To remove someone, open Settings → Team and choose Remove next to them. Their documents stay with the company. Their seat stays held for 7 days, so to change what someone can do, change their role instead of removing and inviting them again.
A company has one owner. To hand it to someone else, the owner opens Settings → Team and chooses Make owner next to them; the owner becomes an admin. See Hand the company to someone else.
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