Tallyfy® settings are systematically organized into two distinct main areas:
Why are proper settings crucial for effective workflow management?
Getting your Tallyfy settings right makes a huge difference for both individual productivity and team efficiency. Good configuration ensures the platform works perfectly for your organization’s specific needs.
Well-configured settings ensure:
Notifications reach the appropriate team members at the right time
Security protocols effectively protect your sensitive organizational data
The platform operates seamlessly for your team’s unique workflow needs
Investing time to understand and properly adjust these settings prevents operational issues and allows you to fully customize the Tallyfy® experience for your organization’s success.
Personal Settings: These settings affect only your individual user experience. Personal settings include your profile picture, password preferences, email notification options, and language selection. Any member can modify their own personal settings independently
Organization Settings: These settings affect everyone in your organization’s Tallyfy® account. Organization settings encompass billing management, member roles, security protocols, integrations, and general company-wide preferences. Only users with the Administrator role can modify most organization-wide settings
Explore the comprehensive sections below to understand each type of Tallyfy setting and configure your platform for optimal workflow management success.
Tallyfy administrators can configure organization-wide settings that control member permissions billing branding integrations and other company-wide administrative options affecting all team members across the entire system.
Personal Tallyfy settings allow you to customize your individual user experience including profile details password management notification preferences language selection and other account configurations that only affect your personal workflow.
Tallyfy administrators can customize organization-wide settings including member permissions content creation task management onboarding workflows working hours notifications and webhook configurations to control how the platform operates for all users.
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.
