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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 Select member interface
  3. Choose the new role (Administrator, Standard, or Light) from the dropdown list Change role interface
  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

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.

Documenting > Members

Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.

Members > Manage member permissions

Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.

Members > Update member role

A PUT endpoint that updates organization member roles with code examples in JavaScript Python Java and Go along with request headers body parameters and expected response format.