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Groups

How do groups work in Tallyfy for team organization?

Groups are organized lists of people (members or guests) assembled together for efficient task assignment. Groups make it easier to assign tasks to several people at once, streamlining workflow management and reducing administrative overhead.

Groups serve as reusable collections of individuals that can be consistently assigned to similar types of work or projects.

What benefits do groups provide for workflow management?

  • Assign tasks faster: Give a task to a whole group instead of adding people one by one, reducing setup time.
  • Save time managing processes: Makes assigning tasks in your processes quicker and more consistent across workflows.
  • Keep lists updated automatically: When members join or leave your company, Tallyfy updates the groups they are in without manual intervention.
  • Easier membership changes: Handles updates smoothly when people’s roles change, maintaining accurate group compositions.

These benefits scale particularly well for organizations with recurring team-based workflows and frequent personnel changes.

What does a practical group example look like?

You could have a group called “Accounting Team” with:

This mixed composition allows internal team members to work alongside external consultants or clients as needed for specific workflows.

How is group membership managed automatically?

  • People who leave your company are automatically removed from all groups they were in, maintaining accurate group compositions.
  • You can add new employees to the right groups when they start, ensuring immediate workflow participation.
  • You can put both regular members and outside guests in the same group, enabling mixed internal-external collaboration.

This automatic management reduces administrative burden while ensuring groups remain current and functional.

Groups > Create and assign groups

Tallyfy allows administrators and standard members to create groups for efficient task assignment by adding new groups through Settings then assigning these groups to tasks in process templates with options to control maximum assignees and automatic assignment rules.

Code Samples > Managing groups

API endpoints enable management of organizational groups through creating listing updating and deleting functionalities while organizing members and guests for various tasks.

Documenting > Guests

Tallyfy enables unlimited external collaboration through guest access where outside individuals receive unique email links to complete specific workflow tasks without requiring full accounts while maintaining security through controlled visibility and mandatory internal oversight.

Documenting > Members

Tallyfy members are licensed organizational users with three role levels - Administrator with full system access Standard with customizable workflow permissions and Light for task execution only - where pricing differentiates between Full roles (Admin/Standard) and cost-effective Light roles for organizations to optimize user access and expenses.
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