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Delaying invites to new organization members

Note: Only Org Admins can add new members to an organization.

Adding a person and sending their invite at the same time

When you add a new org member, our default is to send the new member an email invitation letting them know that you've added them. If the new member doesn't have a Tactick account yet, we create one for them and include a password in their invitation email so they can sign in.

To have us send the invitation to the person at the same time you add them, you don't need to do anything - just make sure the Delay this invite checkbox isn't checked when you click on the Add New Person button:

That's it! We'll add the person to your organization immediately and let them know.

Adding a person but not sending their invite at the same time

When you add a new org member, our default is to send the new member an email invitation letting them know that you've added them. If the new member doesn't have a Tactick account yet, we create one for them and include a password in their invitation email so they can sign in.

If you'd like to add a person to the organization, but have us hold off on emailing them their invite until after you've set up more task or other assignments for them, click the Delay this invite checkbox before you click the Add this Person button:

We'll add the person to your organization immediately, but hold off on sending them their invitation. Then, when you're ready to send this person their invite, go to the Manage Team screen and on their person tile and select the Send Invite button:

We'll have you confirm that you want us to send their invitation, and that's it! We'll email the person their invitation, and they'll be able to sign in and see all of their task and other assignments.