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Groups

What are groups?

Groups are simply lists of people (members or guests) put together. They make it easier to assign tasks to several people at once.

Benefits of using groups

  • Assign tasks faster: Give a task to a whole group instead of adding people one by one.
  • Save time managing processes: Makes assigning tasks in your processes quicker.
  • Keep lists updated automatically: When members join or leave your company, Tallyfy updates the groups they are in.
  • Easier membership changes: Handles updates smoothly when people’s roles change.

Example

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

Managing who is in a group

  • People who leave your company are automatically removed from all groups they were in.
  • You can add new employees to the right groups when they start.
  • You can put both regular members and outside guests in the same group.

Groups > Create and assign groups

Administrators can create and manage groups in the settings while assigning tasks to these groups during template creation with options to control maximum assignees and automatic assignments.

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

Guests are external individuals who can access and complete specific assigned tasks in Tallyfy through unique email links without requiring a full account or login credentials.

Documenting > Members

Members in Tallyfy are licensed users who can be assigned Administrator Standard or Light roles with varying levels of access and functionality based on their organizational responsibilities and needs.
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