Org Settings > Remove a member
How to remove a member
To remove a member from Tallyfy, navigate to Settings > Organization > Members, click their name, and select Deactivate Account at the bottom of their profile. The member loses access immediately, and you’ll decide what happens to their current tasks.
- Administrator permission level
- The name of the member you want to remove
Here’s how to permanently deactivate someone’s account:
- Go to Settings > Organization > Members.
- Click on the name of the member you want to remove.
- Scroll down to the bottom of their profile page.
- Click Deactivate Account.
That’s it. The deactivation happens instantly.
When you deactivate a member, you’ll need to decide what happens to their current tasks. You’ve got two options:
-
Reassign their tasks (recommended):
- Pick other active members to take over the work
- Choose specific tasks or reassign everything from certain templates
-
Leave tasks unassigned:
- Select Deactivate without reassigning their tasks
- Tasks become unassigned - you’ll need to reassign them manually later
- This works well if you want to redistribute tasks individually
Once you click that deactivate button, here’s what happens:
- Their 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 (you can check this in the member’s Activity section)
Important: Check Public Kick-off Forms First!
Wait - before you deactivate anyone, check if they created or are listed as the inviter for any templates used in public kick-off forms. You’ll want to update those forms first.
Here’s why: Deactivating a member can sometimes break public kick-off forms if that member was connected to them. Let me explain what happens:
- Scenario 1: Member was the inviter for a form (but didn’t create the template)
- Tallyfy automatically switches the inviter to whoever created the template
- Public sharing stays ON - no action needed from you
- Scenario 2: Member was the creator of the template used for a public form
- Tallyfy automatically turns OFF public sharing for that form
- The public link stops working (yes, immediately)
- To fix this, an Administrator needs to turn public sharing back ON and choose a new member to associate with the form
Need to find out who deactivated a member? Here’s how:
- Go to Settings > Organization > Members
- Find the deactivated member’s name (you might need to filter the list)
- Check the Activity section at the bottom of their profile page
The activity log shows exactly who performed the deactivation and when it happened.
Members > Convert a member to a guest
Personal Settings > Cancel and delete your Tallyfy account
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