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Organization settings

How can I manage organization-wide settings in Tallyfy?

This comprehensive section covers organizational settings that apply across your entire Tallyfy® instance, affecting all team members and system-wide functionality.

Exclusively available to users with Administrator role privileges, these settings control critical organizational infrastructure. Explore detailed guidance for managing member permissions, billing configurations, branding customization, integration setups, and other company-wide administrative options.

Pro > Settings

Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact the entire organization with only administrators able to modify organization-wide configurations.

Org Settings > Update organization details

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.

Settings > Personal settings

Personal Tallyfy settings allow users to customize their individual account preferences including profile details password management notifications language selection and other configurations to optimize their workflow management experience.

Org Settings > Organization customization settings

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.