Remove a Member

How do I remove a member from my organization?

This article explains how to remove a member from your Tallyfy organization.

To remove a member from your organization, follow these steps:

1. Go to your Settings.
2. Select Organization and then Members.
3. Click on the name of the member you want to remove, scroll down, and select Delete!

Tallyfy uses a feature called conflict resolution to automatically reassign any pending tasks and templates owned by the deleted member to another active member. This prevents the need for manual reassignment.

You can find out who removed a member by selecting their name and checking the Activity section at the bottom of their profile.

Here’s an example of how conflict resolution works on Tallyfy:

So, if the member you’re removing had tasks or steps assigned to them, Tallyfy will prompt you to reassign them:

Finally, after you’ve performed the bulk re-assignment, you’ll receive a confirmation message indicating that the member was removed successfully.

Related articles

Members > How to remove a member

Administrators can remove organization members through settings while managing task reassignments and public kick-off forms with options to track removal history and resolve conflicts.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy include Active for fully-onboarded users Invited for pending members Deactivated for removed users and Bot/Unbilled for special accounts which help manage access and billing across the organization.

Members > Resending or withdrawing invites

The process of managing member invitations involves resending emails when recipients haven’t received them and withdrawing invitations when organizational needs change through the Settings menu.

Members > Convert a member to a guest

A comprehensive guide for administrators to transform active member accounts into guest status by deactivating their account and modifying access permissions through the organization settings.