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