What can 'guests' do?

The ' guest' user is designed for transient clients/customers/partners outside your organization that are assigned to occasional tasks in a specific process or a one-off task.

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

Benefits:

The key differences between a guest and a members is that guests do not have to log in and they just see the task assigned to them, allowing you to keep internal organizational information and tasks private.

Guest limitations:

  • Guests cannot be added in a blueprint (like specific coworkers can)
  • Guest cannot reopen tasks
  • Guests cannot make or see comments 
  • Guests cannot edit/assign a task
  • Only one guest email can be assigned to each task.

Here is an example of assigning a task in a repeatable process to your client (guest).

1) Create the step in a template (or a one-off task) 

2) Start a process using that template, assign the task to the guest email (your client) and click START PROCESS

Coworkers on paid plans can PowerAssign a guest email to many steps in a process -
What is 'Power Assign'?


3) Guest will receive an email for the task that was assigned to them:

4) Guest will click on the task in that email and see the task with any form fields you created in the step/task:

5) Guest will complete the task:

6) You will then see the guest task completed when you log in to Tallyfy:

7) You can continue with your internal tasks using the information entered from the guest task.


COMING SOON:

  • Guests can view all tasks in one view 
  • Ability to add your logo to guest view (PRO plan only)


Not seeing what you are looking for?

Please report a help ticket to Tallyfy Support with your question, issue or feature request. We would love to hear from you.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us