Skip to content
Tallyfy
Developers

Remove a member

Administrators only

Removing a member from your organization

Section titled “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

Section titled “Deletion constraints”

Administrator protection

Section titled “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

Section titled “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.

    Deactivate User section with a red Deactivate Account button for the member Richard Matthews.

Task reassignment during removal

Section titled “Task reassignment during removal”

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

Member page for Thomas Jones with options to deactivate the member or reassign all their template steps and process tasks.

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

Checking who removed a member

Section titled “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.

Section titled “Related articles”

Members > Remove member

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