How to remove a member

How to remove a member from your organization

What you need

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

Steps to remove (deactivate) a Member

When you remove a member, you are deactivating their 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.

Choosing what happens to their tasks

When you deactivate a member, Tallyfy asks what to do with any tasks currently assigned to them:

1. Reassign their tasks (Recommended):

   • Choose other active members to take over the tasks.
   • You can select which specific tasks or all tasks from certain templates to reassign.

2. Deactivate without reassigning:

   • Choose the option Deactivate without reassigning their tasks.
   • The tasks will become unassigned. Someone will need to assign them to another person later.
   • Use this if you plan to reassign tasks one by one later.

What happens after removing a member

• Their account is immediately deactivated.
• They cannot log into your Tallyfy organization anymore.
• The paid member seat they used becomes available for someone else.
• The system keeps a record of who deactivated the member and when (viewable in the member’s profile 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.

Seeing who removed a Member

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 organization members through Settings while managing their task reassignments and tracking removal activity in member profiles.

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.

Members > Invite and activate members

Administrators can invite new members by sending email invitations which recipients must activate to gain account access while managing invites and member statuses through the organization settings.