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Groups

Understanding groups in Tallyfy

Groups let you assign tasks to entire teams at once - think of them as saved lists of people you work with regularly. Simple.

Instead of clicking “assign” and adding people one by one (we’ve all wasted time on that), you just pick the group. Your workflow setup that used to take 10 minutes? Now it’s done in seconds.

Key benefits of using groups

  • Faster task assignment: One click assigns the whole team
  • Consistent workflows: Same groups work across all your processes1
  • Automatic updates: Someone leaves? They’re out of all groups automatically
  • Smooth transitions: New team members get added once and they’re ready to go

Here’s where it gets really useful - if you’re running the same workflows every week or month, groups save you from repetitive setup work.

Group composition example

Let’s say you create an “Accounting Team” group:

Notice that last one? You can mix your internal team with external partners in the same group. Your auditor, consultant, or client can work right alongside your staff.

Automatic membership management

This is my favorite part. When someone leaves your company, Tallyfy removes them from every group automatically. No hunting through workflows to clean up assignments.

  • New hires join their groups on day one - instant access to all their workflows
  • External guests work seamlessly with your team (yes, still free and unlimited)
  • Everything stays current without you lifting a finger

The result? Less time managing people lists, more time getting work done.

Groups > Create and assign groups

Tallyfy allows administrators to create groups by adding members and guests through Settings then assign these groups to tasks in process templates with options to control maximum assignees and dynamic 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 guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.

Documenting > Members

Members in Tallyfy are people in your organization with account access who can be assigned one of three roles - Administrator with complete control Standard with full workflow capabilities or Light with task completion abilities - where Full roles (Administrator and Standard) count toward account limits while Light members are designed for basic task execution.

Footnotes

  1. Groups are global entities that can be reused in any blueprint or run within your organization ↩

  2. External users who can participate in workflows at no cost using guest_code authentication ↩

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