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Groups

Understanding groups in Tallyfy

Groups in Tallyfy are organized collections of people you can assign tasks to all at once. Instead of adding individuals one by one, you assign the entire group and save significant time on workflow setup.

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

Key benefits of using groups

  • Faster task assignment: Assign to entire groups instead of adding individuals separately
  • Consistent workflows: Use the same groups across multiple processes for standardization
  • Automatic updates: When people join or leave your company, group memberships update automatically
  • Smooth transitions: Role changes get handled without breaking existing workflows

This becomes especially valuable for companies with recurring team workflows and regular staff changes.

Group composition example

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.

Automatic membership management

  • Departing employees get removed from all groups automatically - no manual cleanup required
  • New employees can join relevant groups immediately for instant workflow access
  • Mix internal members with external guests in the same group for flexible collaboration

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

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.

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.

Documenting > Members

Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.

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.
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