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.

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 > Change the role of a member

Administrators can modify member roles between Administrator Standard and Light levels through the organization settings to align with users’ required access permissions and responsibilities.

Members > Standard and Admin members

Administrators have complete control over the Tallyfy account with full access to settings templates processes and member management while Standard members have limited permissions focused on daily workflow tasks and template usage based on administrator approval.

Groups > Create and assign groups

Learn to create groups for team organization and manage group-based task assignments with options for limiting assignees and setting automated assignments in process templates.

Documenting > Members

Tallyfy’s membership system consists of three distinct roles - Administrator with full control Standard for common employee access and Light for basic process execution with pricing varying based on the assigned role level.