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 article explains how administrators remove a member from your Tallyfy organization.
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Go to your Settings.
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Select Organization, then Members.
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Click the name of the member you wish to remove.
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Scroll down their profile and click Deactivate Member.
When you deactivate a member, Tallyfy helps reassign their pending tasks and any template steps currently assigned to them. This stops work from getting lost.
Tallyfy will prompt you to choose another active member to take over these tasks:
After you reassign the items, you’ll get a confirmation that the member was removed.
You can find out who deactivated a member by viewing the deactivated member’s profile (find them in the Members list, possibly using filters) and checking the Activity section near the bottom.
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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