Managing groups

Groups in Tallyfy organize members (user IDs) and guests (email addresses) so you can assign them to tasks and processes together. The API supports full CRUD — create, list, get, update, and delete groups within your organization.

All group endpoints are scoped to your organization at https://go.tallyfy.com/api/organizations/{org_id}/groups. Creating, updating, and deleting groups requires the manage_groups permission, while listing and viewing are available to any authenticated org member.

See the individual pages below for request details and code examples.

• Create group
• Delete group
• Get group
• List groups
• Update group

Related articles

Groups > Create group

Create a new group in your Tallyfy organization using a POST API endpoint with a name, description, optional member IDs and guest emails.

Code Samples > Managing members (users)

Use the Tallyfy API to invite, list, update, and remove members (called “users” in API endpoints) along with their roles and profiles.

Code Samples > Managing guests

Manage external guest users in your Tallyfy organization through the API - create, list, retrieve, update, and delete guests who participate in tasks without full accounts.

Groups > Create and assign groups

Tallyfy lets you create groups of members and guests in Settings so you can assign entire teams to template steps at once instead of individually and control how many people from each group can take on a task when a process launches.

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