Convert a guest into a member

How to convert a guest into a member

Requirements

• Administrator access
• An active guest user in your organization
• Available member seat in your plan

Why convert a Guest to a Member

Converting a guest to a member provides them with:

• Full access to the Tallyfy platform based on their assigned role
• Ability to create and manage processes
• Login credentials to access the system
• Visibility across multiple processes instead of individual tasks

Steps to convert a Guest to a Member

1. Navigate to Settings > Organization > Guests
2. Locate the guest user you want to convert
3. Click Convert to member in the guest’s row
4. The system will:
   • Add the guest to your members list
   • Send them an email to set up their password
   • Apply the default Standard member role

After conversion

• The new member will need to create a password upon their first login
• You can adjust their role as needed through Settings > Organization > Members
• The user will now count against your member seat limit rather than your guest user count

Related articles

Members > Convert a member to a guest

Converting a member to guest status requires administrators to first deactivate their account and then change their role 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 evolving team responsibilities and access requirements.

Members > Invite and activate members

Administrators can invite new members through multiple access points and manage their activation while invitees must accept invitations and create passwords to gain platform access.

Members > Resending or withdrawing invites

Administrators can efficiently manage member invitations by resending emails to those who haven’t received them or withdrawing invitations for incorrect recipients through the Organization Settings panel.