Members
A member is paid-for and licensed in Tallyfy, and is used for employees within your organization.
A member has three roles:
- Administrator. An administrator is like God - they can do and see absolutely everything, no matter what permissions are assigned. Be careful about who you assign the “Administrator” role.
- Standard. A standard role is for most employees in a company.
- Light. A light role is just like standard role, except they cannot edit or create any templates at all.
- Standard and Admin members
- Manage member permissions
- Convert a member to a guest
- Remove a member
- Change the role of a member
- Invite and activate members
- Resending or withdrawing invites
Related articles
Members > Manage member permissions
Tallyfy allows admin members to easily set and control the permissions of standard members for templates and active processes.
Members > Standard and Admin members
Admin members have full control and access to all features in Tallyfy, while standard members have some restrictions on their capabilities within the platform.
Members > Change the role of a member
The article explains how to modify a member’s role within an organization in Tallyfy.
Billing > Tallyfy's Account and Member Limits
Tallyfy offers Pro and Docs plans with 4 and 10 included members respectively, while guest users are unlimited and free.