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Settings

Understanding Tallyfy® settings structure

Tallyfy® settings are divided into two main areas:

Why settings are important

Good settings configuration helps both individual productivity and team efficiency in Tallyfy®. Well-set settings make sure notifications reach the right people, security protects your data, and the platform works for your team’s needs. Taking time to understand and adjust these settings prevents problems and lets you customize the Tallyfy® experience for your organization.

  • 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

Tallyfy administrators can manage organization-wide settings including member management billing branding integrations and other company-wide configurations that affect the entire organization.

Settings > Personal settings

Users can customize their individual Tallyfy account settings including profile details password notifications and language preferences to personalize their workflow management experience.

Org Settings > Update organization details

Administrators can update their organization’s basic details in Tallyfy by accessing Settings then navigating to Org Details under My Organization to modify and save changes.

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.
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