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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 under Members.

Members > Change the role of a member

Member roles in Tallyfy can be modified through the Organization Settings by selecting the desired member and choosing from the available role options.

Members > Invite and activate members

Organizations can add new members through the Invite+ button and activate them by having invitees set up their accounts via email invitation links, with options to assign either Admin or Standard roles.
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