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Roles & Permissions

Choose who sees what

  • USERS > How can you require all assignees to complete a task (everyone must complete)?
  • USERS > What can a 'Standard' member do?
  • USERS > How do I reassign a process task?
  • USERS > What can an 'Admin' member do?
  • USERS > What are Power Tools for bulk-changing deadlines and assignees?
  • ORGANIZATION > How can I organize blueprints into folders?
  • USERS > How do I invite a member into my organization?
  • USERS > How do I resend or withdraw a member invite?
  • USERS > Members vs. Guests
  • USERS > How do I remove a member?
  • USERS > How can I launch test processes and make sure others do not receive notifications?
  • USERS > What roles can a Tallyfy member have?
  • DEADLINE > How to remind a member or guest about a task that is due?
  • USERS > How can I allow only the assigned user to complete a task?
  • ACCESS > How do I set access level permissions for blueprints and processes?
  • USERS > How can I resend a task to an assignee?
  • ORGANIZATION > How do I archive or delete objects in Tallyfy?
  • USERS > What is the difference between a member and a guest?
  • USERS > How can I make sure a user completes a form?

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