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Convert a member to a guest

How can you convert a member to a guest in your organization

Sometimes, you may need to convert a member to a guest in your organization. This can be done easily in Tallyfy. Here’s how:

Disable a member

The first step is to disable the member you want to convert to a guest. To do this, follow these steps:

  1. Go to your Settings and click on Organization. Then, select Members.
  2. Find the profile name of the member you want to disable and click on it.
  3. Scroll down until you see a button that says Deactivate Account. Click on it to disable the member. image
  4. Then, you will need to either reassign any tasks the selected member has, or select the Deactivate without reassigning their tasks option.

Convert a member to a guest

Once you have disabled the member, you can convert them to a guest. Here’s how:

  1. Go to your Settings and click on Organization. Then, select Members.
  2. Find the profile name of the member you disabled and click on the Convert to guest option.

That’s it! You have successfully converted a member to a guest in Tallyfy.

Guests > Convert a guest into a member

Navigate to Organization Settings under Guests and select Convert to member option on the desired guest profile to upgrade their status in the system.

Members > Change the role of a member

Members’ roles can be modified through the Organization settings by selecting their profile and choosing a new role from the available options.

Members > How to remove a member

Members can be easily removed through the Settings menu while Tallyfy’s conflict resolution system automatically handles task reassignment to active members for seamless organizational management.

Org Settings > Remove a Member

Members can be removed from Tallyfy through Settings with automatic task reassignment to active members using the conflict resolution feature for seamless transitions.
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