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.

Related articles

Members > Convert a member to a guest

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

Members > Change the role of a member

Administrators can modify member roles between Administrator Standard and Light levels through the organization settings to align with users’ required access permissions and responsibilities.

Members > Invite and activate members

Administrators can invite new members to join by sending email invitations with role assignments while invitees must activate their accounts through a secure setup process.

Org Settings > Remove a member

Administrators can remove organization members through Settings by deactivating their account and reassigning their pending tasks to other active members.