External users can complete specific tasks in Tallyfy through unique forever links without needing full system access while maintaining secure visibility to only their assigned items.
Customer facing
Tallyfy lets you easily involve people outside your company (like customers, clients, vendors, or partners) in your workflows using the Guest feature. Guests don’t need a Tallyfy account or password to participate.
- No login needed: Guests access their assigned tasks through a unique, secure link sent via email. No account creation or password required.
- One link per person: Each guest gets one primary link (
go.tallyfy.com). They can access all tasks assigned to their email address via 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: If needed, a guest can pass their task to someone else on their team by adding the new person’s email.
- Unlimited & Free: Invite as many guests as needed at no extra cost.
- Automatic reminders: Guests get automatic email reminders for upcoming or overdue tasks. They can adjust the reminder frequency.
Using guests allows smooth collaboration with external people on specific tasks without granting them full access to your Tallyfy organization.
External guests can freely access and complete specific assigned tasks in Tallyfy through unique email links without needing full accounts while members retain control of processes and organizational data.
The guest dashboard enables external users to view and complete their assigned tasks access documents add comments track progress and receive email updates through a centralized interface accessible via unique task links or the Tallyfy website.
Code Samples > Managing guests
External users can be managed through API endpoints that allow creating listing retrieving updating and controlling guest access within an organization.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks