Skip to content
Tallyfy

Light members

What Light members can do

Section titled “What Light members can do”

Light members complete assigned work in Tallyfy but can’t create or edit templates. They’re built for people who do tasks, not design workflows.

Capabilities

Section titled “Capabilities”
  • Tasks - Complete assigned tasks, view details and attached files, add comments, upload files, mark tasks complete or incomplete
  • Processes - Access processes where they’re assigned, view the process flow for those processes, see upcoming tasks on the dashboard
  • Account - Log in with their own credentials, update their profile, view guests they’re collaborating with

What Light members can’t do

Section titled “What Light members can’t do”
  • Templates - Can’t create, edit, clone, organize into folders, import, or export templates
  • Process control - Can’t delete running processes, change process settings, reassign tasks, or manage automated actions
  • Admin functions - Can’t invite members, access org settings, view API keys, or manage permissions for others

Launching processes

Section titled “Launching processes”

By default, Light members can’t launch processes. But Administrators can grant LAUNCH permission for specific templates:

  1. Open the template’s Config settings
  2. Find the Light member who needs launch access
  3. Grant them LAUNCH permission for that template
  4. The template appears in the Light member’s library with a launch button

Light members launch the process without seeing or editing the template design.

Good use cases for Light member launching:

  • Warehouse staff starting morning safety inspections
  • Receptionists launching client onboarding
  • Field workers initiating incident reports
  • Production line workers starting quality checks

When to use Light members

Section titled “When to use Light members”

Field and frontline workers - delivery drivers, technicians, construction crews, healthcare workers

Contractors and partners - vendors completing quality checks, temporary staff, project-based contractors

Task-focused internal roles - data entry, warehouse staff, customer service reps, reception desk

Knowledge base users - teams referencing knowledge-only procedures and SOPs without formal task tracking

Role planning

Section titled “Role planning”
  1. Audit Full members - find people who only complete tasks, never create templates
  2. Convert task-only users to Light member status
  3. Reserve Full member licenses for process designers and managers
  4. Monitor usage - track who actually creates templates versus who just executes

Upgrading to a Full member

Section titled “Upgrading to a Full member”

Changing roles takes seconds:

  1. Go to Settings > Organization > Members
  2. Find the Light member
  3. Click their role dropdown and select Standard or Administrator
  4. Changes take effect immediately - no logout needed

The member keeps all task history and active assignments.

Best practices

Section titled “Best practices”
  • Write clear task instructions - Light members can’t edit templates, so descriptions need to be thorough with step-by-step guidance
  • Think mobile-first - many Light members work from phones, so keep descriptions short and forms simple
  • Grant LAUNCH only where needed - keep the interface focused on what each Light member actually does
  • Training is minimal - show them how to log in, find tasks, and complete them. That’s it.
Section titled “Related articles”

Documenting > Members

Members in Tallyfy are your organization’s users who hold one of three roles: Administrator for…
Get in touch
About Tallyfy