Members in Tallyfy are your organization’s users who hold one of three roles: Administrator for…
Account and member limits
Tallyfy has two member roles with different capabilities:
- Full Members - Can access all features, including creating and editing templates. Includes Admin and Standard roles.
- Light Members - Can only complete assigned tasks and participate in launched processes. They can’t create or edit templates.
An optional Data Feed add-on for Tallyfy Analytics is also available.
| 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 |
Tallyfy’s free 14-day trial has these limits:
- 10 members per account
- 10 guests per account
- 100 total task assignments across all processes
- 10 processes running at the same time
If these limits affect your evaluation, contact Tallyfy support to discuss an extension.
- Members - People in your organization (employees, contractors). They’re assigned Full or Light roles.
- Guests - People outside your organization (clients, vendors, partners) who only complete specific tasks. Guest access is unlimited and free.
For full plan details, visit the pricing page.
Light members are task-focused users like field workers and contractors who can log in and…
Members > Standard and admin members
Tallyfy has three member roles. Administrators get full account control, Standard members create…
Guests are external people like clients and suppliers who complete workflow tasks through secure…
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