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

Documenting > Members

Members in Tallyfy are licensed users who can be assigned Administrator Standard or Light roles with varying levels of access and functionality based on their organizational responsibilities and needs.

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Members > Manage member permissions

Administrators can control five key permission areas for Standard members including template editing viewing process management access control and member invitation capabilities within Tallyfy.

Guests > Convert a guest into a member

Administrators can elevate guest users to member status providing them expanded access and permissions within Tallyfy while using an available member seat in the subscription plan.