Tallyfy's Account and Member Limits

What are Tallyfy’s account and member limits?

How do member roles and pricing work in Tallyfy?

Tallyfy^® offers two distinct paid member roles with differentiated pricing structures (see the pricing page for current details):

• Full Members: Can access all platform features, including creating and editing templates. This category includes Admin and Standard roles with comprehensive capabilities.
• Light Members: Can only complete assigned tasks and participate in launched processes. They cannot create or edit templates and cost significantly less than Full Members.

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

What can each member role do in Tallyfy?

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

What are the trial plan limits in Tallyfy?

During the free trial period, Tallyfy accounts have these specific limits:

• Maximum 10 members allowed per account
• Maximum 10 guests permitted per account
• Maximum 100 total task assignments across all processes
• Maximum 10 processes running simultaneously (processes)

If these limits impact your trial evaluation, or if you require more than the standard 14-day trial period, please contact Tallyfy support to discuss a possible extension.

What’s the difference between members and guests?

• Members: People within your organization using Tallyfy (e.g., employees, contractors). You pay for member licenses based on their assigned role (Full or Light).
• Guests: People outside your organization (e.g., clients, vendors, partners) who only complete specific tasks. Guest access is completely 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 configuration marks users with that email domain as “Unbilled”, so they don’t count towards your paid member licenses. See Become a Tallyfy Partner for comprehensive details.

For complete pricing details and current rates, visit our pricing page.

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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 > 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.

Documenting > Guests

Tallyfy enables unlimited external collaboration through guest access where outside individuals receive unique email links to complete specific workflow tasks without requiring full accounts while maintaining security through controlled visibility and mandatory internal oversight.

Pro > Pricing

Tallyfy offers flexible workflow platform pricing with annual subscriptions providing 16% savings transparent tiered licensing for Full and Light Members credit-based billing systems Fair Price Guarantee discounts up to 90% for eligible countries nonprofit pricing enterprise modules and consulting services all designed to deliver scalable cost-effective business process management solutions.