Convert a member to a guest

How to change a member into a guest

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:

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 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:

1. Return to Settings > Organization > Members
2. Find the person you just deactivated - they’ll show as “Disabled” or have a similar status
3. 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)

Related articles

Guests > Convert a guest into a member

Administrators can elevate guest users to member status providing them expanded access and permissions within Tallyfy while using an available member seat in the subscription plan.

Members > How to remove a member

Administrators can permanently deactivate organization members by navigating to Settings > Organization > Members and clicking Deactivate Account while choosing to either reassign their current tasks to other members or leave them unassigned for later redistribution.

Guests > Assigning guests

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.

Org Settings > Remove a member

Administrators can remove members from their Tallyfy organization through the Settings panel by deactivating the member and reassigning their existing tasks to other active members to prevent work loss.