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Remove a member

Removing a member from your organization

Admins can remove a member from a Tallyfy organization through a two-step process - disable first, then delete. This prevents accidental data loss and gives you a chance to reassign their work.

Deletion constraints

Administrator protection

  • Default Administrator - If the member being removed is the default admin and another member exists, Tallyfy auto-transfers the default admin role. If no other member exists, you’ll see: “Cannot modify the default administrator. Please assign another member as default administrator first.”
  • Last Administrator - You can’t remove the last admin. Promote another member to admin first.
  • Bot accounts - System accounts like “Tallyfy Bot” can’t be removed.

Common blockers

If you can’t remove a member, check:

  1. Is the member already disabled? Check their status in the Members list
  2. Is this the default administrator? Look for the “Default Admin” badge
  3. Is this your only administrator? Verify you have another active admin
  4. Are there pending task reassignments? Complete all reassignment dialogs

For more help, see the troubleshooting guide.

  1. Go to Settings > Organization > Members.

  2. Click the member’s name.

  3. Scroll down and click Deactivate Member.

    Remove team member interface view view view

Task reassignment during removal

When you deactivate a member, Tallyfy prompts you to reassign their pending tasks and template steps to another active member.

Conflict resolution example view view view

Once you’ve reassigned everything, Tallyfy confirms the member’s been removed.

Checking who removed a member

Find the deactivated member in the Members list (use filters if needed) and check the Activity section near the bottom of their profile. It shows who deactivated them.

Members > Remove member

Tallyfy’s API lets you deactivate a member from your organization using a DELETE request with…
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