✅ Prerequisites
You must have Editor or Administrator privileges in your Tallysight workspace
Access to the Tallysight platform with team management permissions
Understanding of your organization's role hierarchy and access requirements
Available Roles in Tallysight
Role | Permissions |
👑 Admin | Full administrative privileges including team management, user role assignment, and workspace configuration |
🪖 Editor | Team management, Impersonate Team members and workspace configuration |
👤 Member | Standard user access with limited administrative capabilities |
🚀 Accessing Team Management
📍 Step 1: Navigate to Team Settings
From your Tallysight dashboard, locate the left navigation sidebar
Click on the 👥 Team option (indicated by a people icon)
This will open the Team management interface showing your current team members
Step 2: Understanding the Team Interface
The Team page displays:
Members tab showing current team members
Pending Invitations (0) tab for outstanding invitations
Member list with columns for:
👤 Members: Profile photo, name, and email address
🎭 Role: Current role assignment (Editor/Member)
📅 Joined: Date when the member joined Tallysight
⚙️ Actions: Three-dot menu (⋯) for member management options
➕ Adding New Team Members with Roles
Step 1: Initiate Member Invitation
From the Team page, click the 📤 Invite Member button (located in the top-right corner)
The "Invite Member" dialog box will appear
📝 Step 2: Complete Member Information
📧 Email Address Field:
Enter the new member's email address in the "📮 Email" input field
Ensure the email address is accurate as the invitation will be sent here
Role Assignment:
Click the Role dropdown menu (defaults to "👤 Member")
Select from available options:
👤 Member: Standard user access
👑 Editor: Team mana
Choose the appropriate role based on the person's responsibilities
🚀 Step 3: Send the Invitation
✅ Review the email address and role selection for accuracy
Click 📤 Send Invitation to dispatch the invitation email
Click ❌ Cancel if you need to abort the process
The new member will appear in the "⏳ Pending Invitations" tab until they accept
Modifying Existing Member Roles
Step 1: Access Member Actions
Locate the team member whose role you want to modify in the member list
Click the three-dot menu (⋯) in the Actions column for that member
A dropdown menu will appear with available actions
Step 2: Change Role Assignment (Only Available for Workspace Admins)
From the actions dropdown, select the role change option
Choose the new role:
Promote to Editor: Grants full administrative privileges
Change to Member: Reduces to standard user access
Confirm the role change when prompted
Important Note: Role changes take effect immediately. Ensure you understand the permissions associated with each role before making changes.
Removing Team Members
Step 1: Access Removal Options
Find the team member you want to remove in the member list
Click the three-dot menu (⋯) in the Actions column
Select Remove from Team from the dropdown menu
Step 2: Confirm Removal
A confirmation dialog will appear asking you to verify the removal
Review the member's information to ensure you're removing the correct person
Click Confirm to proceed with removal or Cancel to abort
The member will be immediately removed from your team and lose access to the workspace
⚠️ Critical Warning: Removing a team member is irreversible through the interface. The removed member will lose all access to your workspace immediately. Ensure this action is intentional and authorized.
Best Practices and Guidelines
Role Assignment Recommendations
Start with Member Role: Assign new team members the Member role initially, then promote as needed
Limit Editor Access: Only assign Editor roles to trusted team members who require administrative capabilities
Regular Role Audits: Periodically review team member roles to ensure appropriate access levels
Security Considerations
Verify Email Addresses: Double-check email addresses before sending invitations to prevent unauthorized access
Monitor Role Changes: Keep records of role modifications for audit purposes
Immediate Action: Role changes and removals take effect immediately, so plan accordingly
Communication Protocol
Notify Affected Members: Inform team members before changing their roles or removing them
Document Changes: Maintain records of role changes for organizational transparency
Coordinate with HR/Management: Ensure role changes align with organizational policies
Troubleshooting Common Issues
📧 Invitation Not Received
Verify the email address for typos
Check the recipient's spam/junk folder
Confirm the invitation appears in your "Pending Invitations" tab
Resend invitation if necessary
🔄 Role Changes Not Taking Effect
Refresh the browser page
Ask the affected member to log out and log back in
Contact Tallysight support if issues persist
🚫 Unable to Remove Team Member
Ensure you have Editor privileges
Check if the member has critical assignments that need transfer
Verify the member isn't the workspace owner (owners cannot be removed)
Summary
Effective team role management in Tallysight involves:
Task | Navigation Path |
➕ Add Member |
|
🔄 Change Role |
|
🗑️ Remove Member | Team → Find Member → ⋯ → 🗑️ Remove → ✅ Confirm |
🎯 Remember: All role management actions have immediate effects on user access. Always verify your actions and communicate changes with affected team members to maintain smooth operations within your Tallysight workspace.
📞 Additional Support
For additional support or advanced role management features:
👨💼 Consult your Tallysight administrator (Hello@tallysight.com)
📧 Contact Tallysight customer support through the live chat
📚 Visit the Tallysight help documentation