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:
- Go to your Settings and click on Organization. Then, select Members.
- Find the profile name of the member you want to disable and click on it.
- Scroll down until you see a button that says Deactivate Account. Click on it to disable the member.
- 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:
- Go to your Settings and click on Organization. Then, select Members.
- 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.
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