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Settings

How settings are organized

Tallyfy keeps your settings in two places. Personal settings are yours alone. Organization settings cover the whole company, and only admins can change those. Here’s what lives where, so you’ll know which page to open.

  • Personal settings affect only you. They cover your profile picture, password, email notifications, and language. Any member can change their own.

  • Organization settings affect everyone in your Tallyfy account. They cover billing, member roles, branding, integrations, company-wide preferences, your sign-in setup (single sign-on (SSO) and SAML1), and custom email sending (SMTP). Only administrators can change these.

What to set up first

Not sure where to start? Pick the line that fits you:

Footnotes

  1. Single sign-on lets people use your company’s main login, often through SAML, instead of a separate Tallyfy password.