Tallyfy's Account and Member Limits

Understanding account and member limits

Member roles and pricing

Tallyfy has two main paid member roles with different prices (see the pricing page for current details):

• Full Members: Can use all features, including creating and editing templates. (This includes Admin and Standard roles).
• Light Members: Can only complete assigned tasks and take part in launched processes. They cannot create or edit templates and cost less than Full Members.

An optional Data Feed add-on for Tallyfy Analytics is also available for an extra cost per member per year.

What each role can do

Feature	Light Member	Full Member
Create/Edit Templates	No	Yes
Launch/Assign Processes	Yes	Yes
Complete/Track Tasks	Yes	Yes
Get Reminders	Yes	Yes
Watch Templates/Processes	Yes	Yes

Trial plan limits

During the free trial, Tallyfy accounts have these limits:

• Maximum 10 members.
• Maximum 10 guests.
• Maximum 100 total task assignments.
• Maximum 10 processes running at the same time (processes).

If these limits affect your trial evaluation, or if you require more than the standard 14 days for your trial, please contact Tallyfy support to discuss an extension.

Members vs. guests

• Members: People inside your organization using Tallyfy (e.g., employees). You pay for member licenses based on their role (Full or Light).
• Guests: People outside your organization (e.g., clients, vendors) who only complete specific tasks. Guest access is free and unlimited.

Unbilled domains for partners and consultants

If you work with external partners or consultants who need access to your Tallyfy account, you can add their company’s email domain (e.g., consultingfirm.com) to an exclusion list in your Billing settings. This marks users with that email domain as “Unbilled”, so they don’t count towards your paid member licenses. See Become a Tallyfy Partner for more details.

For full pricing details, visit our pricing page.

Related articles

Pro > Pricing

Tallyfy provides flexible pricing with annual and monthly billing options featuring different member types credits-based billing fair price guarantees for eligible countries non-profit discounts enterprise add-ons and professional services.

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 > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Guests > What is a guest

External users called Guests can freely complete specific assigned tasks in Tallyfy through unique links without needing a full account while maintaining limited access to only their designated items.