Members

How do members work in Tallyfy® for organizational workflow management?

A member in Tallyfy represents a licensed user within your organization who possesses a paid Tallyfy® license. Members typically correspond to your employees, contractors, or other authorized organizational personnel who require workflow access to complete business processes.

Members form the core user base of your Tallyfy implementation and are distinguished from guests (external users) by having full account access and being counted against your subscription licensing.

What member roles does Tallyfy provide for organizational access control?

Every member must be assigned one of three strategic roles that determine their access level and capabilities within your Tallyfy organization:

• Administrator Role: Possesses complete access and control over all Tallyfy® functionality including organizational settings, member management, and system configuration. Exercise caution when assigning this powerful role as it provides unrestricted access.
• Standard Role: The most frequently assigned role for regular employees who need comprehensive workflow capabilities. Administrators can customize and configure specific permissions for Standard members based on organizational needs and job responsibilities.
• Light Role: Similar capabilities to Standard members but cannot create or edit process templates. Light members can complete assigned tasks and provide improvement feedback on template steps. This role suits individuals who execute processes rather than design them.

This role-based approach ensures appropriate access control while maintaining workflow efficiency across different organizational levels.

Understanding Member Roles Through Key Card Security Analogy

Visualize Tallyfy^® roles as sophisticated key card access levels for a secure office building:

• Administrator: Possesses the master key card with universal access. Can enter all areas, modify security settings (equivalent to changing locks), and determine access rights for other personnel. Reserve this role exclusively for highly trusted individuals.
• Standard: Holds a departmental employee key card. Accesses designated work areas and specific rooms required for job functions (process execution, potential template editing if authorized), while restricted from high-security areas (organizational settings).
• Light: Carries a task-focused access key card. Enters assigned work areas to complete specific job responsibilities (task completion, feedback provision) but cannot access design areas (template creation or editing).

What pricing considerations apply to different member roles?

• Full Role Definition: On the pricing page, the term “Full” role encompasses both Administrator and Standard role designations for billing purposes.
• Light Role Cost Advantage: The pricing for members with Light roles is significantly lower than for members with Full roles, enabling cost-effective scaling for task-focused users who don’t need template creation capabilities.

This pricing structure allows organizations to optimize costs by assigning appropriate role levels based on actual user needs and responsibilities.

• Change the role of a member
• Convert a member to a guest
• How to remove a member
• Invite and activate members
• Manage member permissions
• Resending or withdrawing invites
• Standard and Admin members

Related articles

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Members > Change the role of a member

A comprehensive guide for administrators to modify member roles between Administrator Standard and Light levels within Tallyfy by accessing organization settings and selecting new permissions based on job responsibilities.

Billing > Tallyfy's Account and Member Limits

Tallyfy provides two paid member roles with Full Members having comprehensive access to create and edit templates while Light Members can only complete assigned tasks and participate in processes with trial accounts limited to 10 members 10 guests 100 task assignments and 10 simultaneous processes while guests from outside organizations can access specific tasks completely free and unlimited.

Pro > Pricing

Tallyfy offers flexible workflow platform pricing with annual subscriptions providing 16% savings transparent tiered licensing for Full and Light Members credit-based billing systems Fair Price Guarantee discounts up to 90% for eligible countries nonprofit pricing enterprise modules and consulting services all designed to deliver scalable cost-effective business process management solutions.