Tallyfy settings are organized into two main areas:
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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
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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
Depending on your specific role in the organization, explore one of these Tallyfy settings areas next:
- If you’re a regular team member, start with Personal settings to customize your individual Tallyfy experience and notification preferences
- If you’re an administrator, thoroughly review the Organization settings to configure system-wide options that affect all users
- For account managers, understanding Billing settings is essential for effectively managing your Tallyfy subscription and costs
Settings > Organization settings
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.
Settings > Personal settings
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.
Personal Settings > Personalization settings
Users can manage their personal and profile settings in Tallyfy by accessing Settings and My Account where they can customize display preferences like language timezone and date formats as well as update profile information including photo name email and contact details.
Org Settings > Update organization details
Tallyfy administrators can update organization details like company names and contact information through the Settings menu by accessing Org Details under My Organization and making necessary changes before saving.
