Members

What are members in Tallyfy?

Members are people in your organization with Tallyfy access - employees, contractors, or anyone who works on processes regularly. Unlike guests, members have full account access and count toward your subscription limits¹.

The three member roles

Each member gets one of three roles:

• Administrator - Full control over settings, members, and system configuration. Only give this to trusted people.
• Standard - The most common role. Full workflow capabilities with specific permissions that admins can customize per person.
• Light - Can complete assigned tasks and give feedback, but can’t create or edit templates. Ideal for people who follow processes rather than design them.

Think of roles like key card access levels

• Administrator: Master key card - enters all areas, changes security settings, controls who gets access.
• Standard: Department key card - accesses work areas and rooms needed for their job, but not org-wide settings.
• Light: Task-only key card - enters assigned areas to complete work, but can’t access template design areas.

Role categories

• Full roles - Administrator and Standard both count as “Full” members for billing purposes
• Light roles - For team members who only 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

Tallyfy offers three member roles where Administrators have full account control including billing and settings and people management while Standard members can create templates and run processes with Admin-granted permissions and Light members serve as a lower-cost option limited to completing assigned tasks only.

Billing > Account and member limits

Tallyfy offers Full Members who can create and edit templates and Light Members who can only complete assigned tasks while guests from outside your organization get unlimited free access to specific tasks and the 14-day trial allows up to 10 members and 10 concurrent processes.

Members > Light members

Light members in Tallyfy are a role introduced in October 2024 that lets task-focused users like field workers and contractors log in and complete assigned work and view processes without the ability to create or edit templates while administrators can selectively grant them launch permission for specific templates.

Members > Change the role of a member

Administrators in Tallyfy can change any member’s role between Administrator and Standard and Light by going to Settings > Organization > Members and selecting a new role from the dropdown which takes effect immediately.

Footnotes

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

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