Tallyfy enables unlimited external collaboration through guest access where outside individuals receive unique email links to complete specific workflow tasks without requiring full accounts while maintaining security through controlled visibility and mandatory internal oversight.
What is a guest
Guests represent external stakeholders outside your organization who require access to complete specific tasks within Tallyfy workflows.
Guests operate without requiring full Tallyfy accounts or paid subscription seats, enabling cost-effective external collaboration while maintaining security boundaries around organizational data and processes.
Guests provide secure external collaboration capabilities with carefully designed access controls and cost-effective implementation:
- External Stakeholders: Typically clients, suppliers, contractors, or other third-party collaborators requiring limited workflow participation
- Cost-Effective Access: Unlimited and free guest access enables scalable external collaboration without subscription cost constraints
- Secure Task Access: Guests utilize unique task links delivered via email, eliminating login requirements while maintaining security
- Limited Visibility: Guests access exclusively their assigned tasks, ensuring focused collaboration without broader system exposure
- Data Protection: Complete isolation from other organizational processes and data maintains security and privacy boundaries
- Getting approvals from clients.
- Asking external people to review documents.
- Getting information from suppliers for purchasing.
- Collecting feedback from customers.
- Getting sign-offs from partners or stakeholders.
- Log into Tallyfy with an email and password.
- Create and manage process templates (depending on role).
- Start and track processes.
- See information across the whole organization (depending on role).
- Invite other members and guests.
- Use a paid seat in your company’s subscription.
- Use unique links to access specific tasks assigned to them.
- Fill out form fields in their tasks.
- Upload files needed for their tasks.
- Add comments only on the tasks assigned to them.
- See their list of assigned tasks on the guest dashboard.
- Get email notifications about their tasks.
- Re-open tasks they have already completed.
- Change task details (like due dates) or who is assigned.
- See process templates or other processes they aren’t part of.
- Start processes.
- See tasks assigned to other people.
- Log into the main Tallyfy website or app.
- (Note: Only one guest email can be assigned per task).
To learn more about involving guests in your processes, see how to assign tasks to guests.
Tallyfy’s Guest feature allows external stakeholders like customers vendors and partners to participate in workflows through secure email links without needing accounts while maintaining professional branding and unlimited free access.
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.
The guest dashboard provides external users a centralized view to track and complete their assigned tasks including process details form submissions attachments comments and progress indicators accessed through email links or the Tallyfy website.
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