Members

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.

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

Related articles

Documenting > Members

Members in Tallyfy are licensed users with three distinct role types: Administrator with full access Standard with configurable permissions and Light with template viewing but no editing capabilities.

Members > Manage member permissions

Tallyfy’s permission system allows administrators to control Standard members’ access to templates, processes, and member invitations through template editor settings and process sidebar configurations.

Members > Manage member permissions

Tallyfy enables administrators to manage member access by controlling template editing reading launching and process permissions for Standard members through template editor and process sidebar settings.

Members > Standard and Admin members

Admin members possess comprehensive control and access to all Tallyfy features, while standard members have limited permissions restricted to basic operations like creating templates, inviting other standard members, and accessing certain organizational details.