Administrators in Tallyfy can instantly remove a member by deactivating their account under Settings > Organization > Members and then choosing to either reassign that person’s open tasks to other team members or leave them unassigned for later handling.
Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure email links without requiring accounts or paid seats and provides tools to track their progress and convert them to full members when needed.
Every Tallyfy organization member has one of four statuses—Active (billable and can use the platform) Invited (pending acceptance and not billed) Deactivated (removed and not billed) or Bot/Unbilled (integration or system accounts not billed)—and administrators manage these statuses along with task reassignment and deletion safeguards through the organization settings.
Tallyfy requires admins to deactivate a member before deleting them and prompts reassignment of all pending tasks and template steps to another active member during removal while also protecting against accidental deletion of the last admin or default administrator account.
