Standard and Admin members

Member role comparison

Tallyfy has two primary member roles with different permission levels and capabilities: Administrator and Standard.

Administrator members

Administrator members have complete control over the Tallyfy platform and can perform all actions available in the system.

Administrator capabilities

• Organization management:
  • Invite new members
  • Edit billing information
  • Update plan subscriptions
  • View/modify organization details
  • Access all templates and processes
• Member management:
  • Set permissions for all members
  • Edit member profiles
  • Remove members
  • View activity logs
• Template/process control:
  • Create, edit, and view all templates
  • Set template and process access permissions
  • Delete archived templates
  • Manage all aspects of process execution

Finding administrators

To view all administrator members:

1. Navigate to Settings > Organization > Members
2. Look for members with the Administrator role

Standard members

Standard members have limited permissions focused on day-to-day operational tasks rather than administrative functions.

Standard member capabilities

• Template management:
  • Create, edit, and view permitted templates
  • Organize templates into folders
  • Import templates (if permitted)
• Organization interaction:
  • Invite other standard members (if permitted)
  • View organization details like members list and guests
  • Access tags, custom branding, and snippets
  • View tasks and email logs of other members
• System access:
  • View API Access Token
  • Update custom branding settings and logo

Standard member restrictions

Standard members cannot:

• Set template and process access permissions
• Delete archived templates
• Access organization and member profiles
• View plan and billing information
• Modify subscription details

Related articles

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 > Manage member permissions

Administrators have comprehensive control over Standard members’ permissions across template editing viewing process management and member invitations through configurable settings at both template and process levels.

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.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy include Active for fully-onboarded users Invited for pending members Deactivated for removed users and Bot/Unbilled for special accounts which help manage access and billing across the organization.