Users and Organizations - Tallyfy Introduction

Understanding Users and Organizations

Knowing how Tallyfy handles users and organizations is essential for effective collaboration.

Organization Structure

Your organization is the top-level container that holds all team members, templates, processes, and settings.

Member Roles

Tallyfy has three member roles that determine what users can do:

Role	Capabilities
Administrator	Full control including billing, settings, managing users, templates, and system configuration
Standard	Create and edit templates, launch and manage processes, complete tasks
Light	Complete assigned tasks and provide feedback only; cannot create or edit templates

Full vs Light: Administrator and Standard are considered "Full" members with complete platform capabilities. Light members are for users who only need to execute tasks.

User Management

To add someone: Go to Organization > Members > Invite Members, enter email, select role, send invitation.

Groups: Create groups like "Sales Team" to simplify assignments and permissions.

Guest Access

For external people (customers, vendors):

Guests can complete specific tasks without a full account
They only see what you share with them
No Tallyfy account required

Best Practices: Use groups for easier management, start with minimal permissions, use guests for external collaborators, and review permissions periodically.

Next Steps

You have completed Module 1! Take the quiz to test your knowledge, then continue to Module 2 to learn about Templates.