How to remove a member

Removing members from your organization

What you need

• Administrator permission level.
• The name of the member you want to remove.

Removing a member

Removing a member deactivates their account permanently.

1. Go to Settings > Organization > Members.
2. Click on the name of the member you want to remove.
3. Scroll down to the bottom of their profile page.
4. Click Deactivate Account.

Choosing what happens to their tasks

When you deactivate a member, you’ll need to decide what happens to their current tasks:

1. Reassign their tasks (recommended):

   • Pick other active members to take over their work.
   • Choose specific tasks or reassign everything from certain templates.

2. Leave tasks unassigned:

   • Select Deactivate without reassigning their tasks.
   • Tasks become unassigned and need manual reassignment later.
   • Choose this option if you want to redistribute tasks individually.

What happens after removing a member

• Account gets deactivated instantly.
• They lose access to your Tallyfy organization immediately.
• Their paid seat becomes available for new team members.
• Tallyfy logs who performed the deactivation and when (check the member’s Activity section).

Important: Check Public Kick-off Forms First!

Before deactivating a member, check if they created or are listed as the inviter for any templates used in public kick-off forms. Update those forms first to avoid problems.

Deactivating a member can sometimes break public kick-off forms if that member was connected to them:

• Scenario 1: Member was the inviter for a form (but not the template creator)
  • Tallyfy will automatically switch the inviter to be the person who created the template.
  • Public sharing for the form will stay ON.
• Scenario 2: Member was the creator of the template used for a public form
  • Tallyfy will automatically turn OFF public sharing for that form.
  • The public link for the form will stop working.
  • To fix this, an Administrator needs to turn public sharing ON again and choose a new member to be associated with the form.

Checking deactivation history

If you need to check who deactivated a member:

1. Go to Settings > Organization > Members.
2. Find the deactivated member’s name (you might need to filter the list).
3. Check the Activity section at the bottom of their profile page.

Related articles

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 > Convert a member to a guest

Administrators can convert members to guests by first deactivating their account and then changing their status which limits their access to only assigned tasks via guest links.

Members > Remove member

The DELETE endpoint enables removal of organization members with optional task reassignment capabilities while preserving their global user account status.

Personal Settings > Cancel and delete your Tallyfy account

Administrators can permanently delete their Tallyfy organization by accessing Settings > Billing > DELETE ACCOUNT and submitting an official closure form with the correct Organization ID though this action is completely irreversible and destroys all data.