> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tapify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Add and invite team members

> Add members one at a time or by CSV, then invite them to Tapify.

Adding a team member creates their digital business card in your workspace. Sending the invitation is a separate step, so you can finish their details before they receive access.

## Add one team member

1. Open **Team**.
2. Select **Add member → Add one**.
3. Enter the member’s work email, first name, and last name.
4. Add a job title and department, if needed.
5. Select **Add member**.

The new member appears with the status **Not invited**. You can open them to add contact details, an About section, a group, or a Tapify NFC Card before sending the invitation.

## Import members with a CSV

Use a CSV when you want to prepare several digital business cards at once.

1. Open **Team**.
2. Select **Add member → Import CSV**.
3. Download the **CSV template**.
4. Add your members without changing the column names.
5. Save the file as CSV and upload it.
6. Review the import summary.
7. Select **Import**.

The required columns are **account email**, **first name**, and **last name**. The template also accepts job title, department, About content, phone, contact email, website, LinkedIn, and WhatsApp.

Rows under **Needs attention** are not imported. Fix missing names, invalid emails, duplicate emails, or members who already exist, then upload the file again.

<Note>
  Imported members are not invited automatically.
</Note>

## Send invitations

### Invite one member

1. Find the member in **Team**.
2. Open their actions and select **Invite**.
3. Select **Preview email** if you want to check the invitation.
4. Select **Send invite**.

### Invite several members

1. Select the members in the Team table.
2. Select **Invite selected**.
3. Review the number of recipients.
4. Select **Send invites**.

The invitation asks each member to download Tapify, activate with their work email, and start sharing. They must use the same email address shown in your workspace.

## Understand member statuses

| Status          | Meaning                                                                      |
| --------------- | ---------------------------------------------------------------------------- |
| **Not invited** | The digital business card exists, but no invitation has been sent.           |
| **Pending**     | The invitation was sent, but the member has not activated Tapify yet.        |
| **Active**      | The member activated their account in the Tapify mobile app.                 |
| **Failed**      | Tapify could not send the invitation. Check the email address and try again. |

If an invitation is still pending, confirm the email address with the member and send it again if needed. For mobile activation help, share [Sign in and set up Tapify](/individual/getting-started/setup).

<Note>
  Adding a member updates your subscription quantity. Sending their invitation later does not change it.
</Note>