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.
Tallyfy’s settings are divided into personal settings for individual user preferences and organization settings for company-wide configurations with access controlled by user roles and permissions.
Individual user preferences and customization options enable personalized control over account settings and system configurations for optimal platform usage and workflow management.
Personal Settings > Switch Between Organizations
Users can effortlessly switch between different organizations in Tallyfy by clicking their profile picture and selecting Switch Organizations from the sidebar menu to access all their associated company accounts.
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