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Tallyfy

Customer facing

How can I work with external guests in Tallyfy?

Tallyfy’s Guest feature lets external people - customers, clients, vendors, partners - participate in your workflows without creating an account or managing passwords.

What features does Tallyfy provide for guest collaboration?

  • No login needed - Guests access their assigned tasks through a unique, secure link sent via email. No account or password required.
  • One link per person - Each guest email (e.g. jane.doe@gmail.com) maps to one specific link that never changes. They can access all tasks assigned to their email via this single link (after verifying their email the first time).
  • Your branding - Guests see your company logo and colors for a professional look.
  • Guests can reassign - A guest can pass their task to someone else on their team by adding the new person’s email.
  • Unlimited and free - Invite as many guests as you need at no extra cost.
  • Automatic reminders - Guests get email reminders for upcoming or overdue tasks, and they can adjust the reminder frequency.

Documenting > Guests

Tallyfy lets you bring external clients and partners into your workflows as free guests who complete specific tasks through secure email links without needing full accounts or logins while internal team members maintain oversight and control over the entire process.

Guests > What is a guest

Tallyfy guests are external people like clients and suppliers who complete specific workflow tasks through secure email links without needing accounts or paid seats and they can only see their own assigned tasks while your internal data stays fully protected.

Guests > Assigning guests

Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure email links without requiring accounts or paid seats and provides tools to track their progress and convert them to full members when needed.

Guests > Get a guest's unique link

Guest task links in Tallyfy let external people access and complete assigned tasks without logging in and you can find these links either from the task’s three-dot menu within a running process or from the guest list in Settings > Organization > Guests.
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