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Tallyfy

Change a member's role

Administrators only

How to change a member’s role

Go to Settings > Organization > Members, click a member’s name, and pick a new role from the dropdown. Only Administrators can do this - 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 roles

Tallyfy has three member roles:

  • Administrator - Full control over templates, processes, settings, and member management
  • Standard - Can work with processes and templates based on permissions you set
  • Light - For occasional users who only need to complete assigned tasks

Steps to change a role

  1. Go to Settings > Organization > Members
  2. Click the member’s name - you’ll see their current role displayed Team member table with row selection feature
  3. Select the new role (Administrator, Standard, or Light) from the dropdown User permissions dialog showing role selection options
  4. Click Save to apply the change

The change takes effect immediately.

Role changes and your seat pools

Administrator and Standard both use a full seat, and Light uses a light seat, so moving someone between those two groups moves them between your two pools.

  • Moving someone up to Standard or Administrator needs a free full seat. If your full pool is already used up, Tallyfy refuses the change and offers to sell you more seats rather than quietly putting you over your commitment. You aren’t stuck: buy the seat from that prompt and the change goes through.
  • Moving someone down to Light is never refused. It hands a full seat back, so Tallyfy always lets it through, even if you don’t have any light seats committed. Your plan trues up at renewal.
  • Switching between Administrator and Standard isn’t a pool change at all, since both draw a full seat, so it’s never blocked.

Guests are free and unlimited and sit outside both pools. Converting a guest into a member does consume a seat, so that conversion can be refused when the pool is full.

When to change roles

  • Promoting someone to manage the whole Tallyfy setup? Give them Administrator access
  • Have a contractor who only works on specific tasks occasionally? Switch them to Light
  • Team member switching departments? Update their role to match new responsibilities

You can change roles anytime. If someone needs temporary higher access, switch them back later.

Removing members from your organization

You can’t directly delete members, but you can deactivate them:

  1. Go to Settings > Organization > Members
  2. Click on the member’s name
  3. Click the button to disable their account
  4. Confirm the action

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

Documenting > Members

Members in Tallyfy are your organization’s users who hold one of three roles: Administrator for…
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