Standard and Admin members
Tallyfy gives you two main paid member roles - Administrator and Standard. Each role comes with different access levels and capabilities. (There’s also a Light role, which we’ll touch on below).
Here’s the deal: Full members (that’s Administrator and Standard roles) can create templates and execute tasks. Light members? They’re limited to completing assigned tasks - no creating or editing templates for them.
Administrators get the keys to the kingdom. They control everything in your company’s Tallyfy account.
Let’s break down their powers:
-
Account Settings:
- Change billing info and subscription plans
- Update organization details
- Configure custom SMTP settings for organization emails
- Manage organization logo and custom branding
- Configure SAML/SSO settings (with support assistance)
- View and manage all templates and processes
-
People Management:
- Invite new members to join your team
- Set permissions for Standard members (deciding what they can and can’t do)
- Edit member profiles
- Remove members when needed
- Check activity history - see who’s been doing what
-
Process Control:
Want to know who the Administrators are? Simple.
- Navigate to Settings > Organization > Members
- Look for anyone with the Administrator role label
Standard members work with more limited permissions. They’re focused on getting daily work done in Tallyfy - not managing the entire account.
Here’s where it gets interesting. Standard members can do quite a bit, but only if an Administrator gives them permission:
- Working with Templates:
- Create, edit, and view templates they’ve been given access to
- Launch processes from templates (but only when they have LAUNCH permission)
- Organize templates into folders for better structure
- Import templates from other sources
-
Working with Others:
-
Other Access:
- View your organization’s API key (handy for integrations)
- Create and manage groups (if Administrator enables this feature)
There are clear boundaries. Standard members can’t:
- Control access permissions for templates or running processes
- Permanently delete templates or processes (they can only archive/soft delete)
- Pin templates for organization-wide visibility
- Access member profiles or organization settings
- Configure SMTP, SAML, or custom branding
- Touch billing info or subscription plans - that’s Admin territory
Choosing the right role matters. Here’s who gets what:
Administrator role fits:
- Company executives who need complete system control
- IT administrators setting up integrations and managing security
- Operations managers who oversee all workflows across departments
- HR leaders responsible for user access and permissions
Standard (Full member) role works for:
- Department heads who create and manage team workflows
- Process improvement specialists designing new templates
- Team leads launching processes and tracking progress
- Quality assurance staff who update and refine procedures
Light member role is perfect for:
- Field service technicians working through checklists
- Warehouse staff processing daily shipments
- Customer service reps following call scripts
- External contractors handling specific tasks
- Part-time employees with focused responsibilities
Members > Change the role of a member
Members > Manage member permissions
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