Joining a Team

Accept a Team Invitation

When a team admin invites you, you’ll receive an email with a join link.

Two Ways to Join

Option 1: Email Invitation (Most Common)

1. Check your email for an invitation from TallyFlex
2. Tap Join Team in the email
3. Create an account or sign in
4. You’re automatically added to the team

Option 2: Contact Support

If you need to join a team but haven’t received an invitation:

1. Ask your team admin to send an invitation
2. Or contact support@tallyflex.com for assistance

After Joining

Once you’ve joined a team:

• Assigned clients appear on your dashboard
• Admins also see the team icon for Team Management

Note: You won’t see any clients until a team admin grants you access to specific caseloads.

What’s Next?

• Roles and Permissions — Understand what your role allows
• Client Overview — Navigate client profiles
• Start a Session — Begin collecting data

Need Help?

Questions about joining a team? Email support@tallyflex.com for assistance.