Tally Pro helps teams work together by inviting team members to shared workspaces. Share your forms and results in a secure way, without sharing private login credentials.
✔️ Invite unlimited users
✔️ Manage access rights
✔️ Share in a secure way
Inviting team members is a Tally Pro feature.
Tally does not offer real-time collaboration on forms yet.
How to invite team membersHow to manage access rightsFAQs about team collaborationCan I transfer my forms from one organization to another?
How to invite team members
Go to your Tally dashboard →
Invite team members
Team members are invited on a workspace level. Select one or multiple workspaces to which you wish to invite a team member.
Type or paste the email address(es) separated by commas.
Click
Invite and 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 to join an organization your existing forms will be transferred to a private workspace in that organization.
How to manage access rights
Click
Members 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 or users.
Click the trash icon to remove a member from a workspace.
Removing a member from a shared workspace, does not mean this user has been deleted 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.
FAQs about team collaboration
Can I transfer my forms from one organization to another?
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 the second account. As for the responses, they can't be directly transferred, but you can export them as a .csv file.
Invite old account to new organization
- Create a new account
- Upgrade to Tally Pro
- Invite your old account into your new workspace
When you accept the invite: all forms and workspaces that you created will be transferred to private workspaces in the new organization.