Manage member permissions

How to manage member permissions

Requirements

• Administrator role
• Standard members in your organization

Understanding permission types

Administrators can control what Standard members can do across five key permission areas:

1. Template editing - Whether a Standard member can modify specific templates
2. Template viewing - Whether a Standard member can see specific templates
3. Process launching - Whether a Standard member can start processes from specific templates
4. Process access - Whether a Standard member can find and view specific active processes
5. Member invitations - Whether a Standard member can invite other members

Setting template-level permissions

1. Navigate to the template you want to manage
2. Click Config in the template editor
3. Select the Permissions tab
4. Enable or disable permissions for specific Standard members
5. Click Save

Setting process-level permissions

1. Select the active process from the Processes sidebar
2. Click Settings
3. Navigate to the Permissions section
4. Adjust access settings for Standard members
5. Click Save

Best practices for permission management

• Limit template editing permissions to prevent accidental changes
• Grant process viewing access to all members who need visibility
• Reserve launch permissions for trained team members
• Review permissions periodically as team roles change
• Create permission templates for different user groups

Related articles

Members > Standard and Admin members

Tallyfy offers two distinct member roles where Administrators have full platform control with extensive management capabilities while Standard members focus on operational tasks with limited permissions and restrictions.

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.

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.

Templates > Edit a template

Members with Standard or Administrator roles can modify various template elements through the Edit view interface by clicking the edit button while Light role members have restricted access to template modifications.