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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 offers three distinct member roles - Administrator with full access, Standard with customizable permissions, and Light with limited template editing capabilities but reduced pricing.

Members > Standard and Admin members

Admin members possess comprehensive control and access to all Tallyfy features, while standard members have limited permissions restricted to basic operations like creating templates, inviting other standard members, and accessing certain organizational details.

Members > Change the role of a member

Member roles in Tallyfy can be modified through the Organization Settings by selecting the desired member and choosing from the available role options.
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