Change the role of a member

How to change a member’s role

To change a member’s role in Tallyfy, go to Settings > Organization > Members, click their name, and select the new role from the dropdown. That’s it.

You’ll need Administrator permissions to make this change - Standard and Light members can’t modify roles.

What you need

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

Available Member roles

Tallyfy uses three member roles to control what people can do:

• Administrator: Full control over everything in Tallyfy - templates, processes, settings, the works
• Standard: Can work with processes and templates based on permissions you set
• Light: Perfect for occasional users who just need to complete assigned tasks

Simple.

Steps to change a member’s role

1. Navigate to Settings > Organization > Members
2. Click on the member’s name - you’ll see their current role displayed
3. Select the new role (Administrator, Standard, or Light) from the dropdown
4. Click Save to apply the change

The change takes effect immediately. The member will see their new permissions the next time they log in.

When you might change roles

Here’s when role changes make sense:

• Someone’s getting promoted? Give them Administrator access if they’ll be managing the whole Tallyfy setup
• Have a contractor who only works on specific tasks occasionally? Switch them to Light - it’s more cost-effective
• Team member switching departments? Update their role to match their new responsibilities

Remember: you can change roles anytime. If someone needs temporary elevated access, you can always switch them back later.

Removing members from your organization

Need to remove a member completely? While you can’t directly delete members, you can deactivate them:

1. Go to Settings > Organization > Members
2. Click on the member’s name
3. Toggle their status to Inactive
4. Click Save

Deactivated members:

• Can’t log in to Tallyfy
• Don’t count toward your member limit
• Keep their historical data (for audit trails)
• Can be reactivated anytime if needed

This approach frees up space for new team members while preserving process history.

Related articles

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

Members in Tallyfy are people in your organization with account access who can be assigned one of three roles - Administrator with complete control Standard with full workflow capabilities or Light with task completion abilities - where Full roles (Administrator and Standard) count toward account limits while Light members are designed for basic task execution.

Org Settings > Remove a member

Administrators can remove members from their Tallyfy organization through the Settings panel by deactivating the member and reassigning their existing tasks to other active members to prevent work loss.

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.