Tallyfy members on a light seat focus on their own work - finding tasks, completing them…
Editor (full seat)
You build and run the workflows everyone else uses. A full seat means you can create and edit templates, automate them, launch and track processes, and (if you’re an administrator) manage people, billing, and settings. Here’s the whole job, grouped by what you’re trying to do.
Set up
Section titled “Set up”- Create your organization Get your account and workspace going.
- Find your way around Templates, Tracker, Tasks, and settings.
- Invite your team Add members and pick their roles.
Build templates
Section titled “Build templates”- Create your first template From scratch, from a document, or with Tallyfy AI.
- Templates explained Procedure, document, and form templates, and when to use each.
- Edit a template Add steps, descriptions, and settings.
- Assign steps to people By person, group, or job title.
- Choose step types Tasks, approvals, expiring steps, and email steps.
Make it smart
Section titled “Make it smart”- Automations explained The if-this-then-that rules that make a process adapt.
- Conditions The “if” half: what triggers a rule.
- Actions The “then” half: show or hide steps, reassign, set deadlines.
- Automation examples Proven patterns you can copy.
- Variables Reuse answers from one step across the whole process.
- Snippets Reusable text blocks that update everywhere at once.
Collect information
Section titled “Collect information”- Form fields The inputs people fill in as they work.
- Kick-off forms Gather what you need before a process even starts.
- Document templates Lock standard wording, leave blanks to fill in.
Launch
Section titled “Launch”- How launching works Turn a template into a tracked, running process.
- Launch a process The standard way to start work.
- Edit before launching Tweak assignments and deadlines for this run only.
- Other ways to launch Forms, email, API, magic links, and schedules.
Track and improve
Section titled “Track and improve”- Tracker view Every running process at a glance.
- Manage and track processes Spot bottlenecks and keep work moving.
- Export to CSV Pull process data out for analysis.
People and access
Section titled “People and access”- Members and roles Administrator, Standard, and Light explained.
- Manage permissions Control who can edit, launch, and view each template.
- Groups Assign work to a team instead of one person.
- Guests Bring in clients and vendors for free, no account needed.
Connect your stack
Section titled “Connect your stack”- Integrations overview Every way Tallyfy talks to your other tools.
- Open API Build directly against Tallyfy.
- Webhooks Push events to other systems in real time.
- Middleware No-code automation with Zapier, Make, Power Automate, and more.
- Single sign-on Azure AD, Google, Okta, OneLogin, and JumpCloud.
- Analytics Connect Power BI, Tableau, and other BI tools.
Administer (administrators)
Section titled “Administer (administrators)”- Organization settings Org-wide configuration and the audit log.
- Branding and emails Make Tallyfy look like yours.
- Billing and seats Plans, payment, and seat management.
- How seat billing works Full seats, light seats, and what you pay for.
Related articles
Section titled “Related articles” Get started with Tallyfy in under 30 minutes. These step-by-step tutorials cover organization…
Tallyfy turns business processes into self-running workflows in minutes. Create templates with…
Members > Standard and admin members
Tallyfy has three member roles. Administrators get full account control, Standard members create…
Was this helpful?
About Tallyfy
- 2026 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks