Managing groups

Groups in Tallyfy organize members (user IDs) and guests (email addresses) so you can assign them to tasks and processes together. The API supports full CRUD — create, list, get, update, and delete groups within your organization.

All group endpoints are scoped to your organization at https://go.tallyfy.com/api/organizations/{org_id}/groups. Creating, updating, and deleting groups requires the manage_groups permission, while listing and viewing are available to any authenticated org member.

See the individual pages below for request details and code examples.

• Create group
• Delete group
• Get group
• List groups
• Update group

Related articles

Groups > Create group

Tallyfy’s API lets you create a new group by sending a POST request to /organizations/[org_id]/groups with a unique name and description along with optional member user IDs and guest email addresses and returns the new group’s details including its ID for future operations.

Groups > Create and assign groups

Tallyfy lets you create groups of members and guests in Settings so you can assign entire teams to template steps at once instead of individually and control how many people from each group can take on a task when a process launches.

Code Samples > Managing members (users)

Tallyfy’s API lets you manage organization members through /users endpoints to invite list retrieve update and remove users and change their roles.

Code Samples > Managing guests

Tallyfy’s API lets you manage external guest users—who participate in tasks without full accounts—by creating listing retrieving updating and deleting them using their URL-encoded email address as the identifier across organization-scoped endpoints.

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