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.
What is a guest
Guests are people outside your company who need to complete specific tasks in Tallyfy. They don’t need a full Tallyfy account or paid subscription seat.
- Who they are: Usually people outside your organization (like clients, suppliers, or contractors).
- Cost: Unlimited and free – you can add as many as you need.
- How they access tasks: They use unique task links sent to their email, no login needed.
- What they see: They can only see and work on the specific tasks assigned to them.
- Security: They cannot access other parts of your Tallyfy account, keeping your other processes and data private.
- 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.
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.
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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