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Tallyfy

Change the role of a member

How to change a member’s role

Go to Settings > Organization > Members, click a member’s name, and pick a new role from the dropdown. Only Administrators can do this - Standard and Light members can’t modify roles.

What you need

  • Administrator permission level
  • At least one other member whose role you want to change

Available roles

Tallyfy has three member roles:

  • Administrator - Full control over templates, processes, settings, and member management
  • Standard - Can work with processes and templates based on permissions you set
  • Light - For occasional users who only need to complete assigned tasks

Steps to change a role

  1. Go to Settings > Organization > Members
  2. Click the member’s name - you’ll see their current role displayed Team member table with row selection feature
  3. Select the new role (Administrator, Standard, or Light) from the dropdown User permissions dialog showing role selection options
  4. Click Save to apply the change

The change takes effect immediately.

When to change roles

  • Promoting someone to manage the whole Tallyfy setup? Give them Administrator access
  • Have a contractor who only works on specific tasks occasionally? Switch them to Light
  • Team member switching departments? Update their role to match new responsibilities

You can change roles anytime. If someone needs temporary higher access, switch them back later.

Removing members from your organization

You can’t directly delete members, but you can deactivate them:

  1. Go to Settings > Organization > Members
  2. Click on the member’s name
  3. Click the button to disable their account
  4. Confirm the action

Deactivated members:

  • Can’t log in to Tallyfy
  • Don’t count toward your member limit
  • Keep their historical data for audit trails
  • Can be reactivated anytime

Members > Standard and admin members

Tallyfy offers three member roles where Administrators have full account control including billing and settings and people management while Standard members can create templates and run processes with Admin-granted permissions and Light members serve as a lower-cost option limited to completing assigned tasks only.

Members > Update member role

Administrators can change a member’s role in Tallyfy by sending a PUT request with the new role name (admin, standard, or light) to get back the updated user profile.

Documenting > Members

Members in Tallyfy are your organization’s users (employees or contractors) who hold one of three roles — Administrator for full control and Standard for daily workflow tasks and Light for task-only access — with each role determining what areas and features that person can reach within the platform.

Org Settings > Remove a member

Remove a member from your Tallyfy organization by deactivating them through Settings > Organization > Members, then reassigning their tasks to other active members.
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