Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.
Standard and Admin members
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).
Administrators have full control over your company’s Tallyfy account. They can do pretty much everything.
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Account Settings:
- Change billing info and subscription plans.
- Update organization details.
- See and manage all templates and processes.
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People Management:
- Invite new members.
- Set permissions for Standard members.
- Edit member profiles.
- Remove members.
- View activity history.
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Process Control:
To see who has the Administrator role:
- Go to Settings > Organization > Members.
- Look for people listed with the Administrator role.
Standard members have fewer permissions than Administrators. Their access focuses on doing daily work using Tallyfy, not managing the whole account.
- Working with Templates:
- Create, edit, and see the templates they have permission for.
- Organize templates into folders.
- Import templates.
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Working with Others:
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Other Access:
- See the organization’s API key.
- Update the company logo and branding settings.
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.
Members > Manage member permissions
Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.
Members > Change the role of a member
Administrators can change member roles in Tallyfy by navigating to Settings > Organization > Members selecting the member and choosing from Administrator Standard or Light roles based on their required access level and 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.
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