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Manage member permissions

How to administrate permissions in Tallyfy

Welcome to Tallyfy’s help article! Here, we’ll guide you through everything you need to know about member permissions in Tallyfy, in the simplest way possible.

In Tallyfy, we have two types of members: Admin and Standard. Not sure what each role means? Just click on “Admin” or “Standard” above to find out!

Now, let’s talk about the types of permissions that can be set for a Standard member. As an admin member, you get to decide if a Standard member can:

  1. Edit a specific template
  2. Read a specific template
  3. Launch a process using a specific template
  4. Find and access a specific process that was launched using a specific template
  5. Invite other Standard members

Impressive, right? You have full control over what your Standard members can do in Tallyfy!

To set these member permissions, follow these simple steps:

A. Apply template restrictions by going to the template editor and clicking on “Config.” Easy peasy!

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B. Apply active process restrictions via the Processes sidebar. Just select your active process, go to “Settings.” and make the necessary changes. It’s that simple!

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With Tallyfy, managing member permissions has never been easier. What are you waiting for? Get started and make your workflow a breeze with Tallyfy!

Documenting > Members

Tallyfy’s membership system offers three distinct roles - Administrator with full access rights Standard with configurable permissions and Light with limited template editing capabilities while maintaining cost-effective pricing for different user needs.

Members > Standard and Admin members

Admin members possess complete control over Tallyfy with full access to billing settings and member management while standard members have limited permissions focused on template creation and basic organizational tasks.

Members > Change the role of a member

Members’ roles can be modified through the Organization settings by selecting their profile and choosing a new role from the available options.
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