Change the role of a member

How to change a member’s role

To change a member’s role in Tallyfy, go to Settings > Organization > Members, click their name, and select the new role from the dropdown. That’s it.

You’ll need Administrator permissions to make this change - 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 Member roles

Tallyfy uses three member roles to control what people can do:

• Administrator: Full control over everything in Tallyfy - templates, processes, settings, the works
• Standard: Can work with processes and templates based on permissions you set
• Light: Perfect for occasional users who just need to complete assigned tasks

Simple.

Steps to change a member’s role

1. Navigate to Settings > Organization > Members
2. Click on the member’s name - you’ll see their current role displayed
3. Select the new role (Administrator, Standard, or Light) from the dropdown
4. Click Save to apply the change

The change takes effect immediately. The member will see their new permissions the next time they log in.

When you might change roles

Here’s when role changes make sense:

• Someone’s getting promoted? Give them Administrator access if they’ll be managing the whole Tallyfy setup
• Have a contractor who only works on specific tasks occasionally? Switch them to Light - it’s more cost-effective
• Team member switching departments? Update their role to match their new responsibilities

Remember: you can change roles anytime. If someone needs temporary elevated access, you can always switch them back later.

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