Guests in Tallyfy are external users who can access specific assigned tasks through unique forever links without requiring login while members maintain oversight of their activities through task co-assignment.
What is a guest
Guests are external users who can access and complete specific tasks in Tallyfy without requiring full system access or a subscription.
- External participants - People outside your organization (clients, vendors, contractors)
- Unlimited and free - No limit on the number of guests you can add
- No login required - Access through unique task links
- Task-specific access - Can only see and interact with assigned tasks
- Secure collaboration - Cannot access your organization’s other processes or data
- Client approval steps in workflows
- External document reviews
- Vendor inputs for procurement processes
- Customer feedback collection
- External stakeholder sign-offs
- Log into Tallyfy with username and password
- Create and manage templates
- Launch and track processes
- View organization-wide data (depending on permissions)
- Invite other members and guests
- Count toward your subscription’s member limit
- Access specific assigned tasks via unique links
- View and complete assigned form fields
- Upload attachments to their tasks
- Add comments on tasks (limited to their assigned tasks)
- View their task history through the guest tracker interface
- Cannot reopen completed tasks
- Cannot edit task details or change assignments
- Cannot view templates or other processes
- Cannot launch processes
- Cannot view tasks assigned to others
- Cannot log into the main Tallyfy platform
- Limited to one guest email per task
To learn more about involving guests in your processes, see how to assign tasks to guests.
External users can efficiently manage their assigned tasks through a comprehensive dashboard that displays processes progress notifications comments and documents while maintaining limited access to only their specific assignments.
Guests > Get a guest's unique link
External users can access specific tasks without a Tallyfy account by obtaining guest task links through either the task menu or Organization Settings and sharing them via communication tools.
Code Samples > Managing guests
External users can be managed through API endpoints that allow creating listing retrieving updating and controlling guest access within an organization.
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