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Customer-facing workflows

How can I work with external guests in Tallyfy?

Section titled “How can I work with external guests in Tallyfy?”

Tallyfy’s Guest feature lets external people - customers, clients, vendors, partners - join your workflows. They don’t need to create an account or manage passwords.

What features does Tallyfy provide for guest collaboration?

Section titled “What features does Tallyfy provide for guest collaboration?”
  • No login needed - Guests access their assigned tasks through a unique, secure link sent via email. There’s no account or password required.
  • One link per person - Each guest email (e.g. jane.doe@gmail.com) maps to one specific link that won’t change. They can access all tasks assigned to their email through 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 how often they’re reminded.
Section titled “Related articles”

Documenting > Guests

Tallyfy lets you bring external clients and partners into your workflows as free guests who…

Guests > Guests

Guests are external people like clients and suppliers who complete workflow tasks through secure…

By Role > Guest

Tallyfy guests are invited by email to complete a task, with no account or password needed. This…
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