Tally Pro helps teams work together by letting you invite an unlimited number of team members to shared workspaces. You can share your forms and results securely without exchanging private login credentials.
Inviting team members is a Tally Pro feature.
Go to your Tally dashboard and click on
Members to add new users to your workspaces.
Team members are invited on a workspace level. Click on
Invite via email and select one or multiple workspaces to which you want to invite a team member.
Type or paste their email address(es), separated by commas.
Invite team members button. The invited team members will receive an email with an invitation to join Tally.
Tally users can only be part of one Tally Pro organization. When you accept an invitation to join an organization, your existing forms will be transferred to a private workspace in that organization.
Members on your Tally dashboard sidebar to see an overview of the workspaces and their members.
All users within a workspace have the same rights to create, edit, view, and delete forms.
Only the organization owner and workspace creator can delete users. To remove a member from a workspace, click the trash icon.
Removing a member from a shared workspace doesn’t mean deleting the user from your organization. To remove a member from your organization, the Tally account of that user needs to be deleted.
Workspace members will also be displayed in the Tally dashboard. Click the profile pictures to open the member overview.
Direct transfer of forms between accounts is not currently supported in Tally. However, there are two possible workarounds:
Save your form as a template
This template can then be downloaded and used by your other account. Form responses from your first organization can’t be directly transferred, but you can export them as a .csv file.
Invite old account to a new organization
- Create a new Tally account
- Upgrade to Tally Pro
- Invite your old account into your new workspace
When you accept the invite, all forms and workspaces you created will be transferred to private workspaces in the new organization.