Members vs. Guests

Members are your employee inside your company (paid users)

Guests are people outside your company (free users)

What can members do?

Members are employees of your company (paid Tallyfy users) or people that have your domain email address. Member are billed in paid plans and can:

  • Log into a Tallyfy account 
  • Create one-off tasks
  • Create blueprints
  • View blueprints
  • Launch processes
  • Invite other members/guests. 

A list of all the members in your Tallyfy Organization can be found under Settings: 

What can guests do?

The guest user is a free user. It is designed for transient clients/customers/partners outside your organization that are assigned by email to occasional tasks in a specific process or a one-off task. Someone with your company email address cannot be a guest.

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

Benefits of the guest feature

  • Guest do not have to log in and they securely just see the task or form assigned to them, allowing you to keep internal organizational information and tasks private and confidential. You can copy the guest task link and view/share it again if needed.

Limitations of the guest feature

  • Only 1 guest can be assigned to a task. They must be assigned with 1 member so that the member can assist them.
  • Guests cannot be added in a blueprint (like specific members can)
  • Guest cannot reopen tasks
  • Guests cannot make or see comments 
  • Guests cannot edit/assign a task
  • Guests cannot view blueprints
  • Guests cannot view processes
  • Guest cannot launch processes
  • Guest cannot view other's tasks
  • Only one guest email can be assigned to each task

Video walkthrough

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