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Convert a member to a guest

How to change a member into a guest

Section titled “How to change a member into a guest”

Click Convert to guest on the member you want to change. That’s it - one step. Tallyfy deactivates their member account automatically as part of the conversion, so you don’t need to deactivate them first.

This helps when someone was invited as a member by mistake and should have been a guest, or when a teammate moves outside your company but still needs to complete the occasional task.

What you need

Section titled “What you need”
  • Administrator permissions - only admins can convert members.
  • The person must be a member of your Tallyfy organization. Active or deactivated, both work.

Steps to convert

Section titled “Steps to convert”
  1. Go to Settings > Organization > Members.
  2. Find the member you want to change.
  3. Click Convert to guest next to their name.

Done. If the member was still active, Tallyfy deactivates their account for you during the conversion.

What happens after conversion

Section titled “What happens after conversion”

The change takes effect immediately:

  • Their account switches from member to guest status.
  • They lose dashboard access - no more logging into Tallyfy directly.
  • They can only work on tasks through guest links sent by email.
  • They’re removed from any groups and lose their member permissions.
  • You free up a paid member seat.

Their open tasks stay assigned to them - converting doesn’t reassign work. If someone else should take over, reassign those tasks yourself. You can do it before or after the conversion.

When conversion is blocked

Section titled “When conversion is blocked”

Tallyfy rejects the conversion and changes nothing in these cases:

  • The only administrator can’t be converted. Your organization always needs at least one admin.
  • Trial plans at the guest limit can’t add the new guest. Remove an unused guest or upgrade first.
Section titled “Related articles”

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