Members

What are members in Tallyfy?

Members are people in your organization with Tallyfy access - your employees, contractors, or anyone who needs to work on business processes and workflows regularly. Managing members effectively is essential for processes like employee onboarding ↗ where new hires need appropriate access levels.

Here’s the key difference: Members have full account access and count toward your account limits¹. Guests? They’re external users with limited access.

The three member roles

You’ll assign each member one of three roles. Let’s break them down:

• Administrator: Complete control over everything in Tallyfy - settings, members, system configuration. Be careful who gets this role since it gives unlimited access.
• Standard: The most common role for regular employees who need full workflow capabilities. Admins can customize their specific permissions based on job needs.
• Light: Can complete tasks and give feedback on processes, but can’t create or edit templates. Perfect for people who follow processes rather than design them.

Understanding Member Roles Through Key Card Security Analogy

Visualize Tallyfy roles as sophisticated key card access levels for a secure office building:

• Administrator: Has the master key card with universal access. Can enter all areas, modify security settings (equivalent to changing locks), and determine access rights for other personnel. Reserve this role exclusively for highly trusted individuals.
• Standard: Holds a departmental employee key card. Accesses designated work areas and specific rooms required for job functions (process execution, potential template editing if authorized), while restricted from high-security areas (organizational settings).
• Light: Carries a task-focused access key card. Enters assigned work areas to complete specific job responsibilities (task completion, feedback provision) but can’t access design areas (template creation or editing).

Member role categories

Simple:

• Full roles: Administrator and Standard roles both count as “Full” members with complete platform capabilities
• Light roles: Designed for team members who just need to complete tasks without template creation access

• Change the role of a member
• Convert a member to a guest
• How to remove a member
• Invite and activate members
• Light members
• Manage member permissions
• Resend or withdraw invites
• Standard and admin members

Related articles

Members > Standard and admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Billing > Account and member limits

Tallyfy offers Full Members who can create and edit templates and Light Members who can only complete assigned tasks with trial accounts limited to 10 members and 10 guests and 100 task assignments and 10 simultaneous processes while guests are unlimited external collaborators outside your organization.

Members > Change the role of a member

Administrators can change member roles in Tallyfy by using to Settings > Organization > Members clicking the member’s name and selecting a new role from the dropdown with changes taking effect immediately.

Members > Light members

Light members in Tallyfy are task-focused users who can complete assigned work and participate in processes but cannot create or edit templates and are available for organizations with SSO configured starting October 2024.

Footnotes

1. Account limits are based on your subscription tier and determine the max number of active members ↩

Was this helpful?

YesNo