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

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 > Complete guide to guest user management

This comprehensive guide explains how to effectively use guest users in Tallyfy workflows to include external participants in processes without requiring them to have paid accounts while maintaining security and process control.

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.