Guests > Convert a guest into a member
Navigate to Organization Settings under Guests and select Convert to member option on the desired guest profile to upgrade their status in the system.
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 menu.
Tallyfy’s membership system offers three distinct roles - Administrator with full access rights Standard with configurable permissions and Light with limited template editing capabilities while maintaining cost-effective pricing for different user needs.
Members > Manage member permissions
Tallyfy’s permission system allows administrators to control standard members’ access levels for template editing reading launching processes and member invitations through template and process settings.
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