Tallyfy's Account and Member Limits

What are Tallyfy’s account and member limits?

Enterprise and Large Company Pricing

Tallyfy has entirely separate pricing and customized terms with enterprises and large companies. None of the information on this website or in the documentation manual may apply to enterprises and large companies - especially if any custom agreements have been or are entered into the past or present.

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 trial 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.

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 > 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.

Pro > Pricing

Tallyfy offers flexible business process management pricing with annual and monthly billing options tiered user licensing for Full and Light Members credit-based billing system global accessibility discounts through Fair Price Guarantee program nonprofit pricing enterprise enhancement modules and workflow consulting services.

Guests > What is a guest

Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.