Manage member permissions

How to manage member permissions

What you need

• Administrator role
• Standard members whose permissions you want to manage

Understanding the types of permissions

Administrators control what Standard members can do in Tallyfy. There are five main areas you can control permissions for:

1. Editing Templates: Can this Standard member change specific process templates?
2. Viewing Templates: Can this Standard member see specific templates in the library?
3. Starting Processes: Can this Standard member start new processes using specific templates?
4. Accessing Processes: Can this Standard member find and view specific processes that are already running?
5. Inviting Members: Can this Standard member invite other people to join Tallyfy?

Setting permissions for a specific Template

You control who can edit, view, or launch from a specific template.

1. Go to the template you want to manage permissions for
2. Click Config while editing the template
3. Go to the Permissions tab
4. Check or uncheck the boxes to give or remove permission for specific Standard members
5. Click Save

Hiding templates from users

To completely hide a template from Standard or Light users in the templates library view, you must restrict ALL THREE permissions for that template: EDIT, READ, and LAUNCH. If any single permission is allowed, the template will still appear in their templates library.

Setting permissions for a specific running Process

You control who can see a specific process that is already running.

1. Find the running process in the Processes list (sidebar)
2. Click Settings for that process
3. Go to the Permissions section
4. Adjust who can see this specific running process
5. Click Save

Tips for managing permissions

• Be careful about who can edit templates to avoid mistakes
• Give access to view running processes to everyone who needs to see them
• Only let trained team members start (launch) new processes
• Check permissions regularly, especially when people change jobs
• Consider setting up standard permission sets if you have different groups of users with similar needs

Related articles

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.

Templates > Configure your template

Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.

Documenting > Members

Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.