Tally SignUniversity

Seats

One seat per person, across the web app and Salesforce. Request a seat, the 7-day rule and automatic assignment.

6 sections · 2 screenshots

A seat lets someone send documents, reply to customers and accept or reject changes. Viewing documents and leaving internal notes is free. Seats are people: each person holds one seat, whether they work in Tally Sign, in Salesforce or both.

On this page

Seats at a glance

Open Settings → Seats. The meter shows how many seats are used and how many are left.

Settings → Seats: 2 of 5 seats used, automatic assignment and people with seats
Seats used, the automatic assignment switch and everyone who holds a seat.
PlanPrice
Tally Sign$20 per user a month
Tally Sign for Salesforce$200 a month for every 5 users

Both plans have the same features. The Salesforce plan adds the Salesforce and Revenue Cloud integration.

Who holds a seat

  • Everyone on your Team in Tally Sign holds a seat.
  • Salesforce users hold a seat once you give them one. Tally Sign links them to an account with the same email, or creates one.
  • A person who uses both the web app and Salesforce holds one seat, not two.

Give a seat to a Salesforce user

  1. In Settings → Seats, scroll to Salesforce users. The list shows active users in your org.
  2. Search by name, email, title or profile.
  3. Turn on the switch next to the person. It reads Has a seat.
The Salesforce users list with a seat switch for each user
Filter by All, With a seat or Without.

Request a seat

When someone without a seat tries to send from Salesforce, the component shows Needs a Tally Sign seat with a Request a seat button. Their admins are asked, and the request appears under Seat requests in Settings → Seats, with Approve and Decline.

Assign seats automatically

Turn on Assign seats automatically to people who try to send. A Salesforce user without a seat gets one the first time they send, if any are left. When none are left, they can still request one.

Remove a seat and the 7-day rule

  1. In People with seats, choose Remove seat next to the person.
  2. Confirm.

They can still view documents and leave internal notes, but can't send. The seat stays counted for 7 days before it can go to someone else. To take a web seat back, remove the person on the Team tab.

Users deactivated in Salesforce lose their seat automatically.

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