How to remove a member

Removing a member from your organization

Requirements

• Administrator access
• The name of the member you want to remove

Steps to remove a member

1. Navigate 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
4. Click Deactivate Account

Conflict resolution options

When removing a member, you’ll need to address any tasks assigned to them:

1. Reassign their tasks (recommended):

   • Select active members to take over the removed member’s tasks
   • Choose which tasks or templates to reassign

2. Deactivate without reassigning:

   • Click Deactivate without reassigning their tasks
   • Tasks will remain unassigned until manually addressed
   • Use this option when you plan to reassign tasks individually later

Post-removal actions

After removing a member:

• Their account becomes inactive immediately
• They can no longer log in to your organization
• Their license becomes available for a new member
• A record of who removed the member and when is stored in the Activity section

Public kick-off forms

Deactivating a member can affect public kick-off forms associated with that member:

• If the deactivated member is not the template creator but is set as the inviter for a public form, Tallyfy will automatically update it with the template creator name and keep public sharing ON
• If the deactivated member is the template creator of a public form, Tallyfy will turn OFF public sharing and make the copied URL invalid until public sharing is turned ON again with a newly selected member

To avoid disruption, check if the member is associated with any public kick-off forms before deactivation and reassign them if necessary.

Tracking member removal history

To see who removed a member:

1. Navigate to Settings > Organization > Members
2. Find the former member’s name
3. Check the Activity section at the bottom of their profile

Related articles

Org Settings > Remove a Member

Members can be removed from a Tallyfy organization through Settings while the system automatically handles task reassignments through conflict resolution to ensure workflow continuity.

Members > Convert a member to a guest

A comprehensive guide for administrators to transform active member accounts into guest status by deactivating their account and modifying access permissions through the organization settings.

Members > Change the role of a member

Administrators can modify member roles between Administrator Standard and Light levels through the Organization Settings menu to match evolving team responsibilities and access requirements.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy include Active for fully-onboarded users Invited for pending members Deactivated for removed users and Bot/Unbilled for special accounts which help manage access and billing across the organization.