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Remove a member

Administrators only

Removing a member from your organization

Section titled “Removing a member from your organization”

Admins remove a member from a Tallyfy organization by deactivating them. After that they can’t use your organization, and you choose who takes over their work. Deleting them for good is a separate step: once they’re deactivated, click Delete in their row of the Members list.

Deletion constraints

Section titled “Deletion constraints”

Administrator protection

Section titled “Administrator protection”
  • Default Administrator - If the member being removed is the default admin, Tallyfy passes that role to another active admin for you. If you hand their work to someone, that person must be an Administrator, and they become the default admin.
  • Last Administrator - You can’t remove the only active admin. You’ll see: “Cannot modify the default administrator. Please assign another member as default administrator first.” Make another member an Administrator 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 deactivated? Check their status in the Members list
  2. Is this your only administrator? Verify you have another active admin
  3. Did the handover page refuse to skip? If they have both templates and template steps, hand their work to someone instead

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 account, followed by their name.

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

If the member has nothing to hand over, Tallyfy asks you to confirm and then deactivates them.

Handing over their work

Section titled “Handing over their work”

If the member has templates, template steps, processes or unfinished tasks, Tallyfy opens a page headed Automatic conflict resolution. It lists their Templates, Template Steps, Processes, Process Tasks and One-off Tasks.

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

One person takes over everything. Under Re-assign all NAME’s tasks and steps to:, search for an active member and click Select. Tallyfy deactivates the member and moves all of this to the person you picked:

  • The templates they created, own or are a member of.
  • Their template step assignments.
  • The processes they started, own or are a member of.
  • The tasks they created, and every task assigned to them.
  • Their scheduled jobs, if the new person can run them. Any job the new person can’t run stays with the member who left, and fails.

The new person gets an email saying they’ve been assigned the work.

Two things don’t move. The member is taken out of all their groups. Any access they had to specific templates or processes stays with them, and doesn’t pass to the new person.

To skip the handover, click Deactivate member next to Deactivate NAME without reassigning their tasks. Their work stays with the member who left, and their scheduled jobs fail. You can’t skip if they have both templates and template steps. Tallyfy shows “Please remove the user assignments from the templates and steps to proceed.”

Checking who removed a member

Section titled “Checking who removed a member”

Find the deactivated member in the Members list. Use the Status column’s filter and choose Deactivated. Then 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…
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