Change the role of a member

How to change a member’s role

What you need

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

Available Member roles

Tallyfy has three main member roles:

• Administrator: Has full control over everything in Tallyfy.
• Standard: Has permissions set by an Administrator.
• Light: Has limited access, mainly for viewing basic information and completing assigned tasks.

Steps to change a member’s role

1. Go to Settings > Organization > Members.
2. Click on the name of the member whose role you want to change.
3. Choose the new role (Administrator, Standard, or Light) from the dropdown list.
4. Click Save.

When you might change roles

• Give someone the Administrator role if they need control over the whole Tallyfy account.
• Change someone to the Light role if they only need to do assigned tasks occasionally.
• Update roles whenever someone’s job responsibilities change.

Related articles

Guests > Convert a guest into a member

The process of upgrading a guest user to member status grants them expanded platform access including process management capabilities and a dedicated login while requiring administrator permissions and an available member seat in the subscription plan.

Members > Convert a member to a guest

Administrators can convert active members to guests by deactivating their account and changing their status which limits their access to only assigned tasks through guest links.

Members > Manage member permissions

Administrators can manage Standard member permissions across five key areas including template editing viewing process management and member invitations through specific configuration settings in the platform.

Org Settings > Remove a member

Administrators can remove organization members through Settings by deactivating their account and reassigning their pending tasks to other active members.