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Groups

Groups

Groups are collections of members or guests.

Let’s imagine there’s three people:

You can put the three above in a single group and name it something like “Employees and contractors in St. Louis, MO”.

Groups are excellent ways to scale your processes and lot a ton of time because you can assign a step or task to a group instead of manually assigning and unassigning people.

If a member leaves your company - they also leave all groups they belong to, using our conflict resolution process for deleting members. If someone joins your company, you can add them to any groups you choose.

You can learn how to manage and create groups in Tallyfy here:

Groups > Create and assign groups

Tallyfy allows users to create and manage groups, assign them to tasks with customizable member limits, and efficiently organize workflow assignments through a simple interface.

Documenting > Guests

Tallyfy’s guest feature enables unlimited external users to access and complete specific assigned tasks without login requirements, while maintaining security through unique forever links and member supervision.

Documenting > Members

Tallyfy offers three distinct member roles - Administrator with full access, Standard with customizable permissions, and Light with limited template editing capabilities but reduced pricing.

Edit Task > Assign members or guests after launching

Members can be assigned to tasks through various methods in Tallyfy, including template assignments, process launch assignments, and direct task assignments, ensuring clear responsibility allocation and workflow efficiency.
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