Convert a guest into a member

Converting a guest to a member

To convert a guest to a member in Tallyfy, click Convert to member next to their name in the guest list. It’s that simple.

Before you start

You’ll need three things:

• Administrator permissions (only admins can do this)
• The person should already be a guest in your Tallyfy account
• An available member seat in your subscription

Why convert someone?

Guests can only see tasks assigned to them - that’s it. When you convert them to a member, they get:

• Full Tallyfy access based on their role (Standard, Light, or Administrator)
• Ability to create and manage processes themselves
• Their own secure login and password
• Visibility into entire workflows - not just their tasks

The conversion process

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 handles everything automatically:
   • Moves them from the guest list to your members list
   • Sends them a password setup email
   • Assigns them as a Standard member (you can change this later)

What happens after conversion

The new member gets an email right away. They’ll need to set a password when they first log in.

Want to adjust their permissions? Head to Settings > Organization > Members and change their role to Light or Administrator.

One thing to note: they’ll now occupy a paid member seat in your subscription. Guests are free, members aren’t.

Related articles

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.

Guests > Complete guide to guest user management

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.

Members > Change the role of a member

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.

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.