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How do I add team members and give them tokens?

Team admins add members in Company Settings and set how many tokens each person can use per month.

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Written by Jeni Boyd

Team admins add members in Company Settings and set how many tokens each person can use per month. Everyone books from the same company balance.

How do I add someone?

  1. Log in at tallyworkspace.com, click your name at the top right, then My Account & Bookings.

  2. Select Company Settings, then Add member.

  3. Send the invite link, upload a CSV, or enter their details at the bottom of the page.

They get an invite, set a password and can start booking. Only team admins can add or remove members. Check your role in Team Settings: you’ll be listed as Team Admin or Member.

Company Settings with Edit booking rules, Add members and a

① Edit booking rules. ② Add members. ③ Edit a member to change their role or Monthly Token Limit.

On Add members you can copy your Team Invite Link, import a CSV, or add one person at a time and choose Team Admin or Member. The invite link only works for people with the same email domain as you.

The Add members page

① Team Invite Link. ② Import with a CSV.

In Edit booking rules, admins can set a maximum day cost for desks and turn on Require admin approval for booking meeting rooms and private offices? With approval on, requests go to the venue only after an admin approves them. The space may no longer be free by then, so book early.

Booking rules, with the admin approval setting highlighted

How do I give someone more tokens?

  1. Go to My Account & Bookings > Company Settings > Members.

  2. Find the person and click Edit.

  3. Increase their Monthly Token Limit and click Update.

I raised their limit but they still can’t book

A limit is a cap, not extra tokens. Members can only spend what’s in the shared company balance. If the balance is low, buy more tokens first.

How can I turn on admin approval for bookings?

Team admins can turn it on in Company Settings > Edit booking rules (see above), or ask us to switch it on. Requests then go to your admin first, and the venue sees nothing until your admin approves. The space may no longer be free by then, so book early. Admin approval also switches off Instant Book, so every booking waits for the venue to accept.

How do I remove someone?

In Company Settings, click Remove next to their name. Removed someone by mistake? Contact us and we’ll reinstate them.

Related: How do I set up or join my company’s Tally Workspace account? · How do tokens work? · How do I pay, and how do I change my card?

Still need help? Chat with us on tallyworkspace.com, email hello@tallyworkspace.com or call +44 117 463 8200 (Monday to Friday, 9am to 5pm).

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