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.
- Standard and Admin members
- Manage member permissions
- Convert a member to a guest
- Remove a member
- Change the role of a member
- Invite and activate members
- Resending or withdrawing invites
Related articles
Members > Manage member permissions
Tallyfy allows admin members to easily set and control the permissions of standard members for templates and active processes.
Members > Standard and Admin members
Admin members have full control and access to all features in Tallyfy, while standard members have some restrictions on their capabilities within the platform.
Members > Change the role of a member
The article explains how to modify a member’s role within an organization in Tallyfy.
Billing > Tallyfy's Account and Member Limits
Tallyfy offers Pro and Docs plans with 4 and 10 included members respectively, while guest users are unlimited and free.