How to remove a member

Removing members from your organization

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.

What you need

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

Removing a member

Here’s how to permanently deactivate someone’s account:

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.

That’s it. The deactivation happens instantly.

Choosing what happens to their tasks

When you deactivate a member, you’ll need to decide what happens to their current tasks. You’ve got two options:

1. Reassign their tasks (recommended):

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

2. 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

What happens after removing a member

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 seat¹ 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 forms². 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

Checking deactivation history

Need to find out who deactivated a member? Here’s how:

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

The activity log shows exactly who performed the deactivation and when it happened.

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.

Org Settings > Member deletion

This comprehensive guide addresses common issues and solutions when removing organization members from Tallyfy including error message troubleshooting and system behavior details for administrators managing member deactivation and deletion processes.

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.

Footnotes

1. Tallyfy bills per active member monthly or yearly. Deactivated members don’t count toward billing. ↩

2. External submission forms that don’t require login. Links can break if the form creator is deactivated. ↩