Members

What are members in Tallyfy?

Members are people in your organization with paid Tallyfy access - your employees, contractors, or anyone who needs to work on business processes and workflows regularly.

Here’s the key difference: Members have full account access and count toward your subscription limits. Guests? They’re external users with limited access.

The three member roles

You’ll assign each member one of three roles. Let’s break them down:

• Administrator: Complete control over everything in Tallyfy - settings, members, system configuration. Be careful who gets this role since it gives unlimited access.
• Standard: The most common role for regular employees who need full workflow capabilities. Admins can customize their specific permissions based on job needs.
• Light: Can complete tasks and give feedback on processes, but can’t create or edit templates. Perfect for people who follow processes rather than design them.

Understanding Member Roles Through Key Card Security Analogy

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

• Administrator: Has 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 can’t access design areas (template creation or editing).

Pricing by role

Simple:

• Full roles: Administrator and Standard roles both count as “Full” members for billing
• Light roles: Cost significantly less than Full roles, making them perfect for team members who just need to complete tasks

• Change the role of a member
• Convert a member to a guest
• How to remove a member
• Invite and activate members
• Light 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 > Light members

Light members in Tallyfy provide cost-effective task execution capabilities for team members who need to complete assigned work without template creation or editing permissions while offering optional process launching abilities when specifically granted by administrators.

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.

Members > Change the role of a member

Administrators can change member roles in Tallyfy by navigating to Settings > Organization > Members selecting the member and choosing from Administrator Standard or Light roles based on their required access level and responsibilities.