Tallyfy lets you bring external clients and partners into your workflows as free guests who…
Customer-facing workflows
Tallyfy’s Guest feature lets external people - customers, clients, vendors, partners - join your workflows. They don’t need to create an account or manage passwords.
- No login needed - Guests access their assigned tasks through a unique, secure link sent via email. There’s no account or password required.
- One link per person - Each guest email (e.g. jane.doe@gmail.com) maps to one specific link that won’t change. They can access all tasks assigned to their email through this single link (after verifying their email the first time).
- Your branding - Guests see your company logo and colors for a professional look.
- Guests can reassign - A guest can pass their task to someone else on their team by adding the new person’s email.
- Unlimited and free - Invite as many guests as you need at no extra cost.
- Automatic reminders - Guests get email reminders for upcoming or overdue tasks, and they can adjust how often they’re reminded.
Guests are external people like clients and suppliers who complete workflow tasks through secure…
Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure…
Guests > Assign tasks to guests
Assign tasks to external guests by entering their email address in a template or running…
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