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Convert a guest into a member

How to change a guest into a member

What you need

  • Administrator permission level.
  • The person must already be a guest user in your Tallyfy account.
  • You need an open spot (an available member seat) in your subscription plan.

Why change a Guest to a Member?

Changing a guest into a member gives them more access:

  • They get full access to Tallyfy based on the role you give them (like Standard or Light).
  • They can create and manage processes.
  • They get their own login and password.
  • They can see more than just the individual tasks assigned to them.

Steps to change a Guest into a Member

  1. Go to Settings > Organization > Guests.
  2. Find the guest user you want to change in the list.
  3. Click Convert to member in that guest’s row.
  4. Tallyfy will automatically:
    • Move the person from the guest list to your members list.
    • Send them an email asking them to set up a password.
    • Give them the default role of Standard member.

What happens next

  • The person will need to create a password the first time they log in as a member.
  • You can change their role (e.g., to Light or Administrator) if needed by going to Settings > Organization > Members.
  • This person will now use one of your paid member seats instead of counting as a free guest.

Members > Convert a member to a guest

Administrators can convert members to guests by first deactivating their account and then changing their status which limits their access to only assigned tasks via guest links.

Members > Invite and activate members

Administrators can invite new members by sending email invitations which recipients must activate to gain account access while managing invites and member statuses through the organization settings.

Members > Change the role of a member

A comprehensive guide for administrators to modify member roles between Administrator Standard and Light levels within Tallyfy by accessing organization settings and selecting new permissions based on job responsibilities.
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