Standard and Admin members

Comparing Administrator and Standard member roles

Tallyfy has two main paid member roles with different levels of access and things they can do: Administrator and Standard. (There is also a Light role, explained elsewhere).

Administrator role

Administrators have full control over your company’s Tallyfy account. They can do pretty much everything.

What Administrators can do

• Account Settings:

  • Change billing info and subscription plans.
  • Update organization details.
  • See and manage all templates and processes.

• People Management:

  • Invite new members.
  • Set permissions for Standard members.
  • Edit member profiles.
  • Remove members.
  • View activity history.

• Process Control:

  • Create, edit, and see all process templates.
  • Decide who can access specific templates and running processes.
  • Delete old, archived templates.
  • Manage all parts of running processes.

How to find Administrators

To see who has the Administrator role:

1. Go to Settings > Organization > Members.
2. Look for people listed with the Administrator role.

Standard role

Standard members have fewer permissions than Administrators. Their access focuses on doing daily work using Tallyfy, not managing the whole account.

What Standard members can do (if allowed by an Admin)

• Working with Templates:

  • Create, edit, and see the templates they have permission for.
  • Organize templates into folders.
  • Import templates.

• Working with Others:

  • Invite other Standard members (if an Admin allows it).
  • See the list of members and guests in the organization.
  • Use shared tags and text snippets.
  • View the tasks and email history of other members.

• Other Access:

  • See the organization’s API key.
  • Update the company logo and branding settings.

What Standard members cannot do

Standard members generally cannot:

• Change who can access templates or running processes.
• Delete archived templates.
• See or change member profiles or organization settings.
• View or change billing information or subscription plans.

Related articles

Documenting > Members

Members in Tallyfy are licensed users who can be assigned Administrator Standard or Light roles with varying levels of access and functionality based on their organizational responsibilities and needs.

Members > Manage member permissions

Administrators can control five key permission areas for Standard members including template editing viewing process management access control and member invitation capabilities within Tallyfy.

Members > Change the role of a member

A comprehensive guide for administrators to modify member roles between Administrator Standard and Light levels within Tallyfy by accessing organization settings and selecting new permissions based on job responsibilities.

Members > Invite and activate members

Administrators can invite new members by sending email invitations which recipients must activate to gain account access while managing invites and member statuses through the organization settings.