To convert a member to a guest in Tallyfy, you’ll deactivate their account first, then change their status to guest. This two-step process takes about 2 minutes.
What you need
Administrator permissions
The person must currently be an active member in your Tallyfy organization
Step 1: Deactivate the Member account
You can’t convert an active member directly - you need to deactivate their account first. Here’s how:
Go to Settings > Organization > Members.
Click on the name of the member you want to change.
Scroll down their profile page and click Deactivate Account.
Tallyfy asks what to do with their incomplete tasks. You’ve got two options:
Reassign tasks: Transfer their work to other team members
Deactivate without reassigning: Keep the tasks unassigned (you can reassign them later)
Step 2: Change the deactivated account to Guest
Almost done. Now let’s convert them to a guest:
Return to Settings > Organization > Members
Find the person you just deactivated - they’ll show as “Disabled” or have a similar status
Click Convert to guest next to their name
That’s it.
What happens after conversion
The change takes effect immediately. Here’s what changes for that user:
Their account switches from member to guest status
They lose dashboard access - no more logging into Tallyfy directly
They can only work on tasks through special guest links sent by email
You free up a paid member seat (great for keeping costs down)
Administrators can deactivate member accounts in Tallyfy by navigating to Settings > Organization > Members and selecting Deactivate Account which removes access immediately and allows reassignment of their current tasks to other active members.
Guest users in Tallyfy allow external collaborators like clients vendors and contractors to complete assigned tasks through secure email links without creating accounts or incurring costs while maintaining limited access to only their specific assigned work.
Administrators can remove members from their Tallyfy organization by first deactivating them through Settings > Organization > Members and then permanently deleting them while reassigning any pending tasks to other active members.
Tallyfy guests are external collaborators like clients suppliers and contractors who complete specific workflow tasks through secure email links without needing accounts or paid seats while maintaining limited access only to their assigned tasks.
