Members > How to remove a member
Administrators can deactivate organization members by removing them through Settings while managing their existing tasks through reassignment or leaving them unassigned for later distribution.
Remove a member
This comprehensive guide explains how administrators can safely remove a member from your Tallyfy® organization while managing their existing responsibilities.
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Navigate to your Settings panel.
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Select Organization, then choose Members.
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Click the name of the specific member you wish to remove.
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Scroll down through their profile and click Deactivate Member.
When you deactivate a member, Tallyfy automatically helps reassign their pending tasks and any template steps currently assigned to them. This critical process prevents work from being lost or forgotten.
Tallyfy will prompt you to select another active member to take over these responsibilities:
After you successfully reassign all items, you’ll receive a confirmation message that the member has been completely removed from your organization.
You can determine who deactivated a specific member by viewing the deactivated member’s profile (locate them in the Members list, possibly using available filters) and checking the Activity section located near the bottom of their profile.
Members > Convert a member to a guest
Administrators can convert members to guests by first deactivating their account and then changing their status which limits their access to only assigned tasks via guest links.
The DELETE endpoint enables removal of organization members with optional task reassignment capabilities while preserving their global user account status.
Members > Change the role of a member
A comprehensive guide for administrators to modify member roles between Administrator Standard and Light levels within Tallyfy by accessing organization settings and selecting new permissions based on job responsibilities.
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