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Update organization details

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.

  1. Click Settings (usually at the bottom left).

  2. Under the My Organization heading, click Org Details.

    Organization Details settings page

  3. Change the organization’s name or other details shown as needed.

  4. Click Save.

Settings > Organization settings

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.

Pro > Settings

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.

Billing > Access and manage my billing details

Administrators can access and manage their Tallyfy billing details by navigating to Settings > Billing where they can view subscription plans payment methods credit balances billing history and update payment information or change plans through the billing interface.