Account and member limits

Administrators only

New billing

This page describes Tallyfy’s new seat-based billing, which is rolling out. If your Settings > Billing screen looks different, contact Tallyfy support.

Account and member limits

Section titled “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. Each Full or Light member uses a paid seat. For how seats are billed, see how seat billing works.

Member role capabilities

Section titled “Member role capabilities”

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

Section titled “Trial plan limits”

Tallyfy’s free 14-day trial has these limits:

• 10 members per account
• 10 guests per account
• 100 total task assignments across all processes

If these limits affect your evaluation, contact Tallyfy support to discuss an extension.

Members vs. guests

Section titled “Members vs. guests”

• 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, subject to reasonable use under our Acceptable Use Policy ↗.

External domains for partners and consultants

If you’re a client organization and external partners or consultants 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 marks those users as “Unbilled” in your organization only - they won’t count toward your billed member total. If you’re a partner, this doesn’t apply to your own Tallyfy organization. Your own account bills all active users normally per your subscription plan. The unbilled domain feature only exempts partner users within the client organizations they support. See Become a Tallyfy Partner for details.

For full plan details, visit the pricing page.

Related articles

Section titled “Related articles”

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