Tallyfor currently has three team member roles: Owner, Admin (Administrator) and User.
Permission | Owner | Admin | User |
Invite Team Member | Yes | Yes | No |
Revoke Team Member | Yes | Yes | No |
Change Role | Yes | Yes | No |
Activate Templating and Additional integrations | Yes | Yes | No |
Archive/Unarchive Client | Yes | Yes | No |
Access Billing | Yes | Yes | No |
We’ve also have Tallyfor Client and User Groups to help manage access to clients and binders. Find out more in Tallyfor Permissions.