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 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.

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.

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.