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.

Template visibility

Templates appear in the library for Standard and Light members unless ALL THREE permissions (EDIT, READ, and LAUNCH) are restricted. To completely hide a template from these users, administrators must remove all three permissions for those specific 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

Tallyfy members are licensed organizational users with three role levels - Administrator with full system access Standard with customizable workflow permissions and Light for task execution only - where pricing differentiates between Full roles (Admin/Standard) and cost-effective Light roles for organizations to optimize user access and expenses.

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.

Billing > Tallyfy's Account and Member Limits

Tallyfy provides two paid member roles with Full Members having comprehensive access to create and edit templates while Light Members can only complete assigned tasks and participate in processes with trial accounts limited to 10 members 10 guests 100 task assignments and 10 simultaneous processes while guests from outside organizations can access specific tasks completely free and unlimited.