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.
Administrators can access and manage Tallyfy billing details by navigating to Settings > Billing where they can view current plans payment methods credits billing history and update payment cards while also being able to change billing contacts through support modify subscription plans apply discount codes and cancel subscriptions using either the self-service form or emergency email support process.
Tallyfy templates can be renamed in two quick ways: through the Settings menu by clicking the template name in the settings panel or directly clicking on the template name in Edit view and selecting the rename option with changes only affecting future processes started after the rename.
