Learn about different member statuses and their impact
When managing your team in Tallyfy, you’ll see different member statuses in the Settings > Organization > Member section. Each status indicates both the activity state of the member and their current billing status.
Member Status Types
Status
Description
Billing Impact
Active
Normal active member with full access to Tallyfy based on their role
Being billed
Invited
Member has been invited but has not yet accepted the invitation
Not billed until they accept the invitation
Deactivated
Member has been removed from Tallyfy and can no longer access the system
Not being billed
Bot/Unbilled
Special member account that is not subject to billing
Not being billed
Active Status
An Active member is a fully onboarded user who:
Has accepted their invitation
Has full access to Tallyfy according to their assigned role
Is counted towards your organization’s billing
Active members can access all features permitted by their assigned role (Administrator, Standard, or Light) and are included in your monthly/annual billing.
Invited Status
A member with Invited status:
Has been sent an invitation but has not yet accepted it
Cannot access Tallyfy until they accept the invitation
Is not being billed until they accept the invitation and become Active
Once the invited member accepts the invitation, their status automatically changes to Active, and billing begins for that member.
Deactivated Status
A Deactivated member:
Has been removed from the organization
Can no longer access Tallyfy
Is not included in billing
Has their assigned tasks redistributed through conflict resolution
Deactivating a member is the proper way to remove someone from your organization while ensuring all their work is properly reassigned.
Bot/Unbilled Status
The Bot or Unbilled status is special and indicates:
The account is a member of your organization
The account is not subject to billing
Typically used for integration accounts, system accounts, or special purpose accounts
These accounts do not count toward your paid member total but can still interact with Tallyfy as needed for their specific purpose.
Managing Member Statuses
As an Administrator, you can view and manage member statuses by navigating to Settings > Organization > Members. From there, you can:
Tallyfy offers two distinct member roles where Administrators have full platform control with extensive management capabilities while Standard members focus on operational tasks with limited permissions and restrictions.
Tallyfy’s platform offers Full Members at $300/year and Light Members at $50/year with specific role capabilities while providing free guest access and trial limits that include 10 members 10 guests 100 task assignments and 10 active processes.
Tallyfy’s membership system offers three distinct roles - Administrator with full access rights Standard with configurable permissions and Light with limited template editing capabilities while maintaining cost-effective pricing for different user needs.
Members can be removed from a Tallyfy organization through Settings while the system automatically handles task reassignments through conflict resolution to ensure workflow continuity.
