Guests are external individuals who can access and complete specific assigned tasks in Tallyfy through unique email links without requiring a full account or login credentials.
Get a guest's unique link
Guest task links are special web addresses that let people outside your company access specific tasks without needing to create a Tallyfy account or log in. These links keep working even after the guest finishes the task (in case it needs to be reopened).
- A task must already be assigned to a guest user.
- You need Administrator or Standard member permission.
- Go to the running process that contains the guest task.
- Find the specific task assigned to the guest.
- Click the menu icon (three dots ⋮) next to the task name.
- Choose Copy Guest Link from the menu.
If you want to see or copy links for any guest:
- Go to Settings > Organization > Guests.
- Find the guest user you need in the list.
- Click Copy Guest Link in that guest’s row.
Once you copy the link:
- You can paste it into an email, chat message, or anywhere else you communicate with the guest.
- The guest can click this link to go directly to their assigned task without logging in.
- The link will keep working for the entire time the task exists.
External users called Guests can freely complete specific assigned tasks in Tallyfy through unique links without needing a full account while maintaining limited access to only their designated items.
Guests > Complete guide to guest user management
Complete guide to managing guest users in Tallyfy, including inviting guests, setting permissions, tracking their tasks, and resolving common guest access issues.
External collaborators can seamlessly participate in workflows through unique email links without needing accounts while maintaining access only to their assigned tasks and seeing your company branding throughout their experience.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks