Convert a member to a guest

How to change a member into a guest

What you need

• Administrator permission level.
• The person must currently be an active member in your Tallyfy account.

Step 1: Deactivate the Member account

Before you can change someone to a guest, you first need to deactivate their member account.

1. Go to Settings > Organization > Members.
2. Click on the name of the member you want to change.
3. Scroll down their profile page and click Deactivate Account.
4. Tallyfy will ask what to do with their unfinished tasks. Choose one:
   • Reassign tasks: Give their tasks to other active members.
   • Deactivate without reassigning: Leave the tasks unassigned for now.

Step 2: Change the deactivated account to Guest

Now that the account is deactivated:

1. Go back to Settings > Organization > Members.
2. Find the member you just deactivated (they might be marked as “Disabled” or similar).
3. Click Convert to guest next to their name.

What happens when you convert them

• Their account type changes from member to guest.
• They lose their regular Tallyfy access.
• From now on, they can only access specific tasks assigned to them using special guest links.
• They no longer use a paid member seat.

Related articles

Guests > Convert a guest into a member

The process of upgrading a guest user to member status grants them expanded platform access including process management capabilities and a dedicated login while requiring administrator permissions and an available member seat in the subscription plan.

Members > Change the role of a member

Administrators can modify member roles between Administrator Standard and Light levels through the organization settings to align with users’ required access permissions and responsibilities.

Org Settings > Remove a member

Administrators can remove organization members through Settings by deactivating their account and reassigning their pending tasks to other active members.

Members > Invite and activate members

Administrators can invite new members to join by sending email invitations with role assignments while invitees must activate their accounts through a secure setup process.