Tallyfor currently has three team member roles: Owner, Admin (Administrator) and User.
Owner vs. Admin: For day-to-day operations, Owner and Admin have the same permissions. The Owner role identifies the primary account holder for your firm — the person Tallyfor's billing and contract communications are directed to. To change the Owner of a firm, please contact [email protected].
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.