To help the Tallyfy Support team understand and resolve your issue quickly, they might ask you for specific information.
Two critical pieces of information they commonly need are:
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The Full URL (Web Address): If your question is about a specific task, running process, template, or even a specific guest task link, please copy the entire web address from your browser’s address bar (starting with https://go.tallyfy.com/...) and paste it into your support ticket or email.
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Your Organization ID: This unique ID helps support quickly locate your specific account. You can find it by navigating to Settings > Organization in Tallyfy. Copy the ID displayed there and provide it to support. See also: Find your Tallyfy IDs.
Providing these critical details helps the support team locate the exact item you’re referring to much faster and more efficiently.
Miscellaneous > Find your Tallyfy IDs
Tallyfy assigns unique identification numbers to every element within the platform which are essential for support assistance integrations and advanced workflow management tasks and can be found in specific locations such as Organization ID in Settings Template ID in template export settings and Process ID in the browser URL of running processes.
Pro > Miscellaneous
Tallyfy offers additional features and resources including company information support and troubleshooting browser compatibility system features like file storage and search organization ID management legal documentation and comprehensive tutorials for optimizing workflow management capabilities.
Org Settings > Update organization details
Tallyfy administrators can update organizational information such as company names and contact details by accessing Settings then Org Details under My Organization where they can modify and save the necessary changes.
Settings > Organization settings
Administrators can control organization-wide settings in Tallyfy that affect all team members including member permissions billing configurations branding customization integrations and other company-wide administrative options through their exclusive access privileges.
