How can I remove a member from my Tallyfy organization?
This comprehensive guide explains how administrators can safely remove a member from your Tallyfy organization while managing their existing responsibilities.
Important deletion constraints
Before attempting to remove a member, understand these system requirements:
Two-step deletion process
Tallyfy requires members to be disabled first before permanent deletion. This safety mechanism prevents accidental data loss and ensures proper task reassignment.
Administrator protection rules
Default Administrator: The member designated as default administrator cannot be removed until you transfer this role to another administrator. Navigate to Organization Settings and assign a different member as default administrator first.
Last Administrator: You cannot remove the last administrator in your organization. Promote another member to administrator role before attempting removal.
Protected Accounts: System accounts like “Tallyfy Bot” cannot be removed as they handle automated processes.
Common deletion blockers
If you’re unable to remove a member, check:
Is the member already disabled? Check their status in the Members list
Is this the default administrator? Look for the “Default Admin” badge
Is this your only administrator? Verify you have another active admin
Are there pending task reassignments? Complete all reassignment dialogs
Click the name of the specific member you wish to remove.
Scroll down through their profile and click Deactivate Member.
How does task reassignment work during member removal?
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.
How can I check who removed a member from Tallyfy?
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.
This comprehensive guide addresses common issues and solutions when removing organization members from Tallyfy including error message troubleshooting and system behavior details for administrators managing member deactivation and deletion processes.
Administrators can permanently deactivate organization members by navigating to Settings > Organization > Members and clicking Deactivate Account while choosing to either reassign their current tasks to other members or leave them unassigned for later redistribution.
The DELETE endpoint enables removal of organization members with optional task reassignment capabilities while preserving their global user account status.
To change a member’s role in Tallyfy administrators can navigate to Settings > Organization > Members click the member’s name select the new role from the dropdown and save the changes which take effect immediately.
