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Customer facing

How can I work with external guests in Tallyfy?

Tallyfy’s Guest feature enables seamless external stakeholder participation in workflows without requiring account creation or password management.

This capability allows easy involvement of customers, clients, vendors, partners, and other external collaborators in your Tallyfy business processes. The system maintains security while simplifying access for non-internal users.

What key features does Tallyfy provide for guest collaboration?

  • 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 email (e.g. jane.doe@gmail.com) maps to one specific link that never changes. 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: When 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 receive 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.

Documenting > Guests

Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.

Guests > What is a guest

Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.

Guests > Complete guide to guest user management

This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.

Guests > Assign tasks to guests

This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.
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