Account and member limits

What are Tallyfy’s account and member limits?

How do member roles work in Tallyfy?

Tallyfy offers two distinct member roles with differentiated capabilities:

• 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.

An optional Data Feed add-on for Tallyfy Analytics is also available.

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). Members are assigned roles based on their needs (Full or Light).
• Guests: People outside your organization (e.g., clients, vendors, partners) who only complete specific tasks. Guest access is unlimited.

External 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 Account settings. This configuration marks users with that email domain as external collaborators. See Become a Tallyfy Partner for comprehensive details.

For complete platform details, visit our platform options page.

Related articles

Documenting > Members

Members in Tallyfy are people in your organization with account access who can be assigned one of three roles - Administrator with complete control Standard with full workflow capabilities or Light with task completion abilities - where Full roles (Administrator and Standard) count toward account limits while Light members are designed for basic task execution.

Members > Light members

Light members in Tallyfy are task-focused users who can complete assigned work and participate in processes but cannot create or edit templates and are available for organizations with SSO configured starting October 2024.

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

Tallyfy guests are external collaborators like clients suppliers and contractors who complete specific workflow tasks through secure email links without needing accounts or paid seats while maintaining limited access only to their assigned tasks.