Tallyfor Permissions

Client and Team Groups

  • We’ve rolled out Tallyfor Client and Team Groups.
  • We’ve Created a new Team Role, “Owner”.  Owner will have more rights than “Admin” and “User”. 

Where can I find it?

There is now a “Permissions” Tab on the main header.

Only Owner and Admin can see the tab, User will not.


What is it?

You can create:

a) Client Groups and

b) Team Groups.

Combining the two allows you to customize access to clients across your firm.

Basic subscribers can create 2 Client Groups and 2 Team Groups.

Premium subscribers can create Unlimited Client Groups and Unlimited Team Groups.

What you will first see.

Client Groups and User Groups
Select a Client and move in and out of the Group.

We also allow you to designate a client group as "Private". A client group marked private can only be seen by owners.

Checking the "Make the group private" will hide the group from non-owners

What are Team Roles?

There are three roles in Tallyfor. A Team member can be an Owner, Admin, or User. 


When you first invite a team member, they are invited as a User. You can change their Role after they have accepted the invite.

Private Groups for Owners

Firm owners can make a private client group to house the firm's and the owner's binders. To do so, follow the steps listed below.

  1. Click the +Add button in the Client Groups section

  1. Name the Group
  2. Select the Client(s) to move to the Group
  3. Hit the INCLUDE button

  1. Confirm the new group includes the desired client(s).
  2. Check the box to make the group private (only visible to users with the OWNER role).
  3. Click DONE.

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