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    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.

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    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.