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Remove a Member

Remove a member from your Tallyfy organization

Welcome to Tallyfy’s help article on how to remove a member! 🎉

To remove a member from your organization, simply follow these easy 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 delete! Image

Don’t worry, Tallyfy has got you covered with a nifty feature called conflict resolution. This feature automatically reassigns any pending tasks and templates owned by the deleted member to another active member. This means you don’t have to manually check and reassign everything yourself.

You can even 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:

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

That’s it! Removing members from your organization is now a breeze with Tallyfy. Happy organizing! 😄🌈

Members > Remove a member

Members can be removed from organizations through the settings menu, with tasks automatically reassigned through conflict resolution to ensure smooth transitions.

Members > Convert a member to a guest

Members can be converted to guests by first disabling their account and then using the ‘Convert to guest’ option in the Organization settings under Members.

Members > Resending or withdrawing invites

The platform allows users to easily manage invitations by accessing the Organization Members section under Settings, where they can either resend lost invites or withdraw incorrect ones using the Action column.
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