Adding and Removing Admin Users Follow

In Tallie, an Admin has the ability to perform the following actions:

• Configure the account, including linking it to an accounting system and adding or inviting users
• Grant users permission to access specific parts of the software
• Masquerade as users 
• View billing information
• Reach out to Support for assistance
• Authorize professional service fees
• Approve account closures

Adding a new admin

To grant a user Admin access, you must first be an Admin. Then, log into your Tallie account, navigate to the Manage List page, and click on People.

Next, click on the user profile link of the individual you wish to grant admin privileges to:

When you are in the user profile setup window, select the "Permissions" tab.

When you're on the Permissions page, click the slider next to "Full Admin" to enable it.

You will know that permission is granted when the green YES is displayed next to it.

After enabling the permission, click Save or Save and Exit to update the user profile.

Remove a User as an Admin

Navigate to the user's profile and click on the "YES" slider next to the "Full Admin" permission to remove the user's admin access.