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 elevate guest users to member status providing them expanded access and permissions within Tallyfy while using an available member seat in the subscription plan.
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.
This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.
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.