USERS > Members vs. Guests

Members and guests are both users in your Tallyfy organization. But they are very different! We'll go through what each type of user is:

Members

Members are employees of your company. They're the users you pay for. This includes people whose email is from your primary domain. 

  • For example, if your company is Coca Cola, and you own the domain cocacola.com - anyone with an email ending @cocacola.com is a member. Because he/she is a legitimate person inside your organization, the user cannot be registered as a guest.

Guests

Guests are people  outside your company. They're free! 

You can have guest users for client emails or for anyone outside your organization. In addition, guests are designed for transient or temporary interactions: they are specific to every process launched and must be inserted post-launch. 


So, What Can Members Do?

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Log into a Tallyfy Account
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Create One-off Tasks
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Create Blueprints
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View Blueprints
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Launch Processes
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Invite other members and guests

A list of all the members in your organization is in  Settings

Learn how to invite members here.

And read all about member roles too!


What Can Guests Do?

The guest user is designed for transient  clients, customers, partners, or others outside your organization. These users are assigned by email to occasional tasks. Someone with your company email address cannot be a guest.

You can assign a one-off task or a process task to your client (via guest email) after a process has launched.

Benefits of the guest feature

Guests do not have to log in. They only see their assigned task or form and also completed ones, allowing you to keep internal organizational information and tasks confidential. You can copy the guest task link and view or share it again if needed.

What Can't Guests Do?

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Be added within a blueprint
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Reopen tasks
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Edit or Assign a Task
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View Blueprints
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View Processes
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Launch Processes
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View other's tasks
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Only one can be assigned to each task. (*Multiple coming soon!)

If you need your guests to perform these actions, they make better sense as a user in your organization!

Learn all about guests and how to add them here.
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