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Settings

Understanding Tallyfy’s settings structure

Tallyfy settings are divided into two main areas:

Why settings are important

Proper settings configuration is essential for both individual productivity and organizational efficiency in Tallyfy. Well-configured settings ensure that notifications reach the right people, security measures protect your data, and the platform behaves according to your team’s specific needs. Taking time to understand and adjust these settings prevents frustration, improves adoption, and enables you to customize the Tallyfy experience to align with your organization’s processes and culture.

  • Personal Settings: These affect only you. They include your profile picture, password, email notifications, and language preference. Any member can change their own personal settings.

  • Organization Settings: These affect everyone in your organization’s Tallyfy account. They cover billing, member roles, security, integrations, and general company preferences. Only users with the Administrator role can change most organization settings.

Explore the sections below to learn more about each type of setting.

Depending on your role in the organization, explore one of these settings areas next:

  • If you’re a regular user, start with Personal settings to customize your experience and notification preferences.
  • If you’re an administrator, review the Organization settings to configure system-wide options that affect all users.
  • For account managers, understanding Billing settings is essential for managing your subscription.

Settings > Organization settings

Administrators can control organization-wide configurations including member management billing branding integrations and other company settings through dedicated admin tools and interfaces.

Settings > Personal settings

Users can personalize their Tallyfy account by adjusting profile details password notifications language preferences and other individual settings to enhance their platform experience.
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