Members

What are members in Tallyfy?

Members are people in your organization with Tallyfy access - employees, contractors, or anyone who works on processes regularly. Unlike guests, members have full account access and count toward your subscription limits¹.

The three member roles

Each member gets one of three roles:

• Administrator - Full control over settings, members, and system configuration. Only give this to trusted people.
• Standard - The most common role. Full workflow capabilities with specific permissions that admins can customize per person.
• Light - Can complete assigned tasks and give feedback, but can’t create or edit templates. Ideal for people who follow processes rather than design them.

Think of roles like key card access levels

• Administrator: Master key card - enters all areas, changes security settings, controls who gets access.
• Standard: Department key card - accesses work areas and rooms needed for their job, but not org-wide settings.
• Light: Task-only key card - enters assigned areas to complete work, but can’t access template design areas.

Role categories

• Full roles - Administrator and Standard both count as “Full” members for billing purposes
• Light roles - For team members who only need to complete tasks, without template creation access

• Change a member's role
• Convert a member to a guest
• Invite and activate members
• Light members
• Manage member permissions
• Remove a member
• Resend or withdraw invites
• Standard and admin members

Related articles

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Members > Light members

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Members > Change a member's role

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Footnotes

1. Account limits are based on your subscription tier and determine the max number of active members ↩

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