Audience: Workspace Owners
Audience: Site Admins
Plan: All
Plan Overview
BrightTally plans determine which features become available in both the web dashboard and the WordPress plugin. The table below summarises key differences:
| Plan | WordPress Access | Forms Beta | Advanced Analytics |
|---|---|---|---|
| Starter | Poll embeds, shortcode tools | Coming soon | Core metrics |
| Pro | Everything in Starter + team roles | Early access available | Segment filters |
| Agency | All features + priority support | Included | Cross-site analytics |
Roles
- Owner — full access to billing, integrations, and workspace settings.
- Admin — manage polls, forms, team members and integrations (includes WordPress).
- Contributor — create & edit polls/forms but cannot change billing or integrations.
- Viewer — read-only analytics access.
WordPress requirement: You must be an Admin or Owner in BrightTally and a WordPress administrator to connect the plugin.
Mapping to WordPress
| WordPress Role | Minimum BrightTally Role | Capabilities |
|---|---|---|
| Administrator | Admin | Connect/disconnect plugin, manage embeds, refresh sync |
| Editor | Contributor | Insert shortcodes, browse polls/forms inside WordPress |
| Author | Contributor | Embed existing polls/forms in their own posts |
| Contributor | Contributor | Embed existing polls/forms (pending review) |
If a WordPress user embeds a poll but lacks the BrightTally permission, the shortcode will output a friendly notice reminding them to request elevated access.
Upgrading Access
- Visit BrightTally → Team Settings inside the web dashboard.
- Invite teammates by email and assign roles.
- Upgrade plans under Billing if you need forms, multi-site analytics, or advanced data exports.
Best Practices
- Keep at least two admins in BrightTally for redundancy.
- Rotate OAuth connections when administrators leave your organisation.
- Use Agency plan workspaces to manage multiple client sites with shared templates.
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