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Members

What are members in Tallyfy?

A member is a paid-for and licensed user in Tallyfy. Members are mostly used for employees within your organization.

A member can have only one of three roles:

  • Administrator. An Administrator role can see and do absolutely everything, no matter what permissions are assigned. For this reason - be careful about who you assign the “Administrator” role to.
  • Standard. A Standard role is for most employees in a company and you can configure and customize permissions that will apply to this role.
  • Light. A Light role is just like Standard role, except that they cannot edit or create any templates at all. However, they can comment on steps on templates if they have improvement ideas. You could apply Light role for anyone in your company that will never need to create or edit templates.

Two important notes:

  • On our pricing page there’s something called a Full role and that specifically means either the Administrator or the Standard role.
  • Pricing for members in Light role is significantly less than for members in Full roles.

Members > Standard and Admin members

Tallyfy offers two distinct member roles where Administrators have full platform control with extensive management capabilities while Standard members focus on operational tasks with limited permissions and restrictions.

Members > Change the role of a member

Administrators can modify member roles between Administrator Standard and Light levels through the Organization Settings menu to match evolving team responsibilities and access requirements.

Members > Manage member permissions

Administrators have comprehensive control over Standard members’ permissions across template editing viewing process management and member invitations through configurable settings at both template and process levels.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy include Active for fully-onboarded users Invited for pending members Deactivated for removed users and Bot/Unbilled for special accounts which help manage access and billing across the organization.