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.
This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.
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.
Administrators can change member roles in Tallyfy by navigating to Settings > Organization > Members selecting the member and choosing from Administrator Standard or Light roles based on their required access level and responsibilities.