Guests > Convert a guest into a member
Guest accounts can be upgraded to full membership status through the Organization Settings menu by selecting the guest profile and clicking the ‘Convert to member’ option.
Change the role of a member
In this article, we will learn about the different roles of members in Tallyfy and how to change them.
To change a member’s role, follow these steps:
- Go to your Settings and click on Organization. Then, select Members.
- Find the profile name of the member you want to change:
- Choose the appropriate role from the available options:
- Don’t forget to save your changes!
That’s it! You now know how to change a member’s role in Tallyfy.
Members > Convert a member to a guest
Members can be converted to guests by first disabling their account and then using the ‘Convert to guest’ option in the Organization settings under Members.
Tallyfy offers three distinct member roles - Administrator with full access, Standard with customizable permissions, and Light with limited template editing capabilities but reduced pricing.
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.
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