Guest users are used for your customers, clients, partners, members and vendors – where you can invite them in to do specific steps and/or give them the ability to track the progress of specific runs.
If you would like to make a step assignable to a guest user to complete,
in the step builder, in ‘Ownner’ tab you must check mark ‘Check this box if a guest can own this step’ and save this.
You can only assign a step to a guest user when you start a run – ‘Run Process’.
Start a run and click on the owner, in this case the owner is a regular user – Laura and I want to assign [email protected] to this step so Sam can complete the step,
Type the guest users email address into the orange box,
Make sure you save this email address, it will then appear on the step,
Then start the run
The guest user (Sam) will receive an email to invite him to Tallyfy to complete the step,
They will be asked to create a password,
They will then see the run and have the ability to do any steps in the run that they have been assigned to. They can see but can not do steps that they have been assigned to. They can only see the checklist and run, not any other checklist and run,
More about what guest users can found here