Settings > Organization settings
A comprehensive overview of system settings that encompasses personal configurations organizational management middleware integrations and detailed instructions for updating organizational information.
Update organization details
To update your organization details, follow these simple steps:
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Go to Settings.
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Click on My Organization > Org Details and make the necessary changes.
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Don’t forget to Save your changes.
If you need further assistance or have any questions, issues, or feature requests, please report a help ticket to Tallyfy Support. We’re here to help and would love to hear from you!
Tallyfy’s settings are structured into personal preferences for individual users and organizational configurations accessible primarily by administrators for company-wide management.
Personal Settings > Switch Between Organizations
Users can easily switch between different organizations in Tallyfy by clicking their profile picture and selecting their desired organization from the Switch Organizations menu.
Members > Change the role of a member
Members’ roles can be modified through the Organization settings by selecting their profile and choosing a new role from the available options.
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