ACCESS > How do I set access level permissions for templates and processes?
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There are two types of Tallyfy members: Admin and Standard.
What Are The Types of Permissions That Can Be Set for a Standard Member?
An admin member decides if a standard member can:
- 1
- Edit a specific template
- 2
- Read a specific template
- 3
- Launch a process using a specific template
- 4
- Find and access a specific process that was launched using a specific template
- 5
- Invite other standard members
Setting Member Permissions
- A
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You can apply template restrictions via
Advanced Settings in the
template editor:
- B
- Apply active process restrictions via the Processes sidebar. Select your active process and go to More Details.
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