Skip to content

Convert a guest into a member

How can you convert a guest into a member in your organization

Sometimes, you may need to convert a guest into a member in your organization. This can be done easily in Tallyfy. Here’s how:

Convert a guest into a member

There are a few steps to follow in order to successfully convert a guest into a member:

  1. Go to your Settings and click on Organization. Then, select Guests.
  2. Find the profile name of the guest you want to convert and click on the Convert to member option.
  3. This will automatically add the guest as a member to your organization.

That’s it! You have successfully converted a guest into a member in Tallyfy.

Members > Convert a member to a guest

Members can be converted to guests by first disabling their account and then using the Convert to guest option in the Organization Settings menu.

Members > Change the role of a member

Members’ roles can be modified through the Organization settings by selecting their profile and choosing a new role from the available options.

Members > Invite and activate members

New members can be invited to Tallyfy by clicking Invite+ and entering their details while invited members can activate their accounts through email invitation links to start collaborating on workflows.
Get in touch
About Tallyfy