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Members

Members

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 > Manage member permissions

Tallyfy’s permission system allows administrators to control Standard members’ access to templates, processes, and member invitations through template editor settings and process sidebar configurations.

Members > Standard and Admin members

Admin members possess comprehensive control and access to all Tallyfy features, while standard members have limited permissions restricted to basic operations like creating templates, inviting other standard members, and accessing certain organizational details.

Members > Change the role of a member

Member roles in Tallyfy can be modified through the Organization Settings by selecting the desired member and choosing from the available role options.
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