Members

What are members in Tallyfy?

A member is a user within your organization who has a paid license for Tallyfy. Think of them usually as your employees.

A member must have one of these three roles:

• Administrator: Can see and do everything in Tallyfy. They have full control over settings and permissions. Be careful who you give this role to.
• Standard: The most common role for employees. Administrators can customize what Standard members are allowed to do.
• Light: Similar to Standard, but cannot create or edit process templates. They can still complete tasks and comment on template steps with improvement ideas. This role is good for people who only need to follow processes, not build them.

Understanding Roles with a Key Card Analogy

Imagine Tallyfy roles are like key cards for an office:

• Administrator: Has the master key card. Can go anywhere, change settings (like changing locks), and decide who gets other keys. Give this role only to trusted people.
• Standard: Has a general employee key card. Can access work areas and specific rooms needed for their job (use processes, maybe edit some templates if allowed), but not high-security areas (like organization settings).
• Light: Has a limited access key card. Can go into assigned work areas to do their job (complete tasks, comment) but cannot get into the design rooms (cannot create or edit templates).

Two important notes about roles and pricing:

• On our pricing page, the term Full role means either the Administrator or the Standard role.
• The price for members with the Light role is much lower than for members with Full roles.

• 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 offers a flexible membership system with Full and Light member roles at different price points while providing unlimited free guest access for external collaborators and special unbilled status for partners.

Members > Manage member permissions

Administrators can control five key permission areas for Standard members including template editing viewing process management access control and member invitation capabilities within Tallyfy.