How can I update my organization details in Tallyfy?
Tallyfy administrators possess comprehensive capabilities to update essential organizational information including company names, contact details, and other foundational settings.
Keeping organizational details current ensures accurate system branding, proper communication routing, and maintained professional presentation across all Tallyfy interactions.
Click Settings (usually at the bottom left).
Under the My Organization heading, click Org Details.
Change the organization’s name or other details shown as needed.
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.
Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact all users with only administrators able to modify organization-wide configurations.
Tallyfy templates can be renamed through two methods: accessing the Settings/Config menu in Edit mode to click on the current name and type a new one, or by clicking directly on the template name at the top of the Edit view and selecting the Rename option.
Administrators can access and manage Tallyfy billing details through the Settings menu where they can view current plans payment methods billing history and update subscription options while contacting support for billing contact changes or notification frequency adjustments.
